Jacobi has partnered with Charles River Investment Management Solution (IMS) to support wealth managers and institutional asset managers in scaling their model portfolio capabilities.

The API-driven integration aims to enable clients to construct, customise, and manage investment models within Jacobi, and transmit them directly into Charles River IMS for implementation.

The firms stated that this would streamline workflows and enhance operational efficiency across front office teams.

Use of model portfolios is on the rise, with managers increasingly looking to centralise, automate, and scale their investment processes.

Jacobi’s flexible architecture aims to allow firms to design and manage bespoke model workflows, accommodating complex investment strategies and governance requirements.

Alongside model transmission, the partnership extends to compliance checks, and Jacobi has integrated with the State Street Alpha Data Platform, providing clients with a turnkey data solution to simplify access to investment data.

"This integration marks a significant milestone in our mission to empower investment teams with scalable, truly customisable technology,” said Jacobi co-founder and CEO, Tony Mackenzie.

“By connecting Jacobi with Charles River and State Street Alpha, we’re enabling clients to unlock new efficiencies and elevate their model portfolio strategies."

Charles River Development head of product strategy, Steven Milanowycz, added: “The industry’s rapid and growing adoption of customised model portfolios requires solutions that keep pace with the increased demands of investors and asset servicers.

“Our collaboration with Jacobi streamlines model construction and management for our clients and provides a robust and scalable solution to support their growth.

“Product customisation is increasingly important to clients. Jacobi’s innovative technology enables asset managers to allow for client specific flexibility on how investment mandates are implemented.”

---