#USA #New York #State Street #Jacobi Inc. #Charles River

Jacobi and Charles River: A Game Changer for Portfolio Management

On September 23, 2025, Jacobi Inc. made a significant announcement regarding their integration with Charles River Investment Management Solution (Charles River IMS). This collaboration is poised to revolutionize the way institutional asset managers and wealth managers approach model portfolio capabilities, making it scalable and efficient.

The API-driven connection allows users to easily construct, customize, and manage their investment models within the Jacobi platform. This data can then be effortlessly transmitted into the Charles River IMS for real-time implementation, streamlining workflows and enhancing operational efficiency for front-office teams.

In recent years, there has been a substantial surge in the use of model portfolios across the globe. This trend is driven by the growing need for investment managers to centralize, automate, and scale their investment processes. By leveraging Jacobi's flexible architecture, firms can design and manage bespoke model workflows which accommodate complex investment strategies and governance requirements.

Beyond simple model transmission, the integration ensures compliance checks are in place, affirming that portfolios adhere to both regulatory and internal guidelines prior to execution. In conjunction with this, Jacobi has also integrated with the State Street Alpha Data Platform, offering clients a comprehensive data solution that provides easy access to crucial investment information.

Tony Mackenzie, Co-Founder and CEO of Jacobi, expressed his enthusiasm, stating, “This integration marks a significant milestone in our mission to empower investment teams with scalable, truly customizable technology. By connecting Jacobi with Charles River and State Street Alpha, we’re enabling clients to unlock new efficiencies and elevate their model portfolio strategies.”

Steven Milanowycz, Head of Product Strategy at Charles River Development, recognized the industry's accelerating shift toward customized model portfolios and its accompanying demands: “Our collaboration with Jacobi streamlines model construction and management for our clients, providing a robust and scalable solution to support their growth.” He emphasized the importance of product customization to meet client expectations, highlighting Jacobi's innovative technology that permits client-specific flexibility in the execution of investment mandates.

Jacobi has established itself as a leading global investment technology provider, catering to multi-asset investment teams. Their offerings include model portfolio construction, analytics, and client engagement. The unique “open architecture” of Jacobi’s platform enables organizations to tailor private deployments by incorporating their own code, models, data, analytics, and applications.

Founded in 2014, Jacobi has been built on the strong principles of institutional asset management and is currently trusted by top-tier asset and wealth managers, pension funds, and investment consultants worldwide. Their continued advancement of capabilities reflects their commitment to innovation, including pioneering specialized AI agents within secure, client-specific environments.

Charles River, now part of State Street, serves an extensive network of investment and wealth managers, asset owners, and insurers across more than 30 countries, managing assets totaling $59 trillion. The synergy between Jacobi’s advanced portfolio management solutions and Charles River’s robust order and execution capabilities creates a formidable end-to-end solution, addressing the complexities of modern portfolio management.

This integration provides a glimpse into the future of investment management, where technology not only streamlines processes but also enhances the potential for innovation and growth. Clients can now expect a more dynamic approach to managing their investment portfolios, enabling them to respond promptly and effectively to the evolving financial landscape. In a world where speed and efficiency are critical, Jacobi and Charles River are set to lead the charge toward transforming investment management capabilities for the better.

As firms continue to navigate increasingly complex market environments, the ability to adopt flexible and scalable portfolio strategies will be paramount. Jacobi and Charles River have positioned themselves as essential partners in this journey, paving the way for asset managers to thrive in an ever-changing world.