Tony Mackenzie

Chief Executive Officer & Co-Founder, Jacobi

With extensive experience running large institutional investment portfolios and a PhD in computational mathematics, Tony's career has been focused on building technology to drive better investment decision-making. Prior to co-founding Jacobi, Tony was the Chief Strategist for Australia-based QIC, where he was responsible for the investment strategy of over $45 billion in client assets.

Authored Articles

Target operating Models in the age of AI

The investment industry is on the brink of a structural reset. Traditional target operating models (TOMs), built around today’s functional requirements and legacy assumptions, are rapidly becoming obsolete.

The Rise of AI-Assisted Coding in Investment Teams

Investment professionals are on the cusp of a transformation that will rival and surpass the spreadsheet revolution of the 1980s. At the heart of this shift is the emergence of specialised AI-assisted coding tools.

The rise of AI agents and future-proofing technology for investment teams

Jacobi CEO Tony Mackenzie discusses how investment firms can future proof their investment processes and operating model to better harness the enormous potential of data, automation and artificial intelligence.

How No-Code solutions are reshaping the future of investment management

From portfolio management, to client reporting, across risk management, through to marketing automation – the scope for potential use of no-code is broad, and growing. As no-code technology continues to evolve, with potential integrations of AI and machine learning, it is expected to further transform the industry, making it more agile, cost-effective, and innovative.

Build vs. buying technology? Top factors when optimizing for both

The debate around building vs. buying technology has become an increasingly nuanced decision as the technology and financial services industries continue to collide.

model portfolio customization article header

Why many investment technologies aren't what they seem when it comes to flexibility

Many investment technologies fall short in providing sufficient flexibility, leaving in their wake a cottage industry of locally-coded end user computing solutions and in-house tools.

Upcoming Events

IMEA Model Management Roundtable
Panelist
October 2025
New York

Recent Events

WTW Manager Ideas Exchange
Panelist
Tuesday 17th & Wednesday 18th, September 2025
Chicago

ASFA Investment Summit
Speaker
Tuesday 26th, August 2025
Brisbane

Beyond the Hype: Putting AI agents to work in Investment teams
Keynote speaker
Tuesday 25th, June 2025
London

WTW Manager Ideas Exchange
Panelist
Tuesday 25th & Wednesday 26th, March 2025
Melbourne

Future-Proofing Asset Management With A Total Portfolio View
Panelist
Wednesday 12th, March 2025
New York

Presentations

The Rise of AI Agents and Future-Proofing Technology for Investment Teams

In this webinar, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - whether as part of initial portfolio construction, ongoing investment and operations processes or as part of client engagement.

Watch now

Jacobi Awards & Accolades

Jacobi wins best analytics platform at Data Management Insights Awards Europe

Jacobi is proud to be recognised as the winner of the best analytics platform at the Data Management Insights Awards Europe 2025.

Jacobi wins most innovative third-party technology vendor (analytics)

Jacobi wins most innovative third-party technology vendor (analytics) at the WatersTechnology American Financial Technology Awards 2025.

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards!