ON DEMAND | Jacobi Webinar
The Rise of AI Agents
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.
Presenter: Tony Mackenzie, Co-Founder & CEO, Jacobi
Webinar timestamps:
02.15 - Investment technology design: A new approach
05.15 - What are your building blocks?
12.38 - AI use cases today
23.03 - Future state
28.22 - Steps to future-proof your technology
AI Insights
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
Leveraging AI in Portfolio Construction: Practical applications and insights
Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, a critical question emerges: How ready are we to integrate AI into our core processes, and what does this actually mean in practice?