How Jacobi and Charles River's New Partnership is Revolutionizing Portfolio Management

In a world where investment processes are becoming increasingly automated and centralized, innovation marks the path forward. On September 24, 2025, Jacobi Inc. made an industry-shaping announcement: its integration with the Charles River Investment Management Solution (IMS). This strategic move is set to bolster model portfolio management capabilities for institutional asset managers and wealth managers globally. According to Laotian Times, this collaboration is a significant leap forward for the financial technology landscape.

The Seamless Integration

At the heart of this integration lies an API-driven connection allowing clients to construct, customize, and manage investment models within Jacobi’s platform. These models can then be seamlessly transmitted into Charles River IMS, effectively streamlining workflows and improving operational efficiency in front-office teams. This move comes in response to the explosive growth in the use of model portfolios globally, particularly as managers strive to enhance and scale their investment processes.

Empowering Portfolio Strategies

The power of this integration doesn’t stop at model transmission. It extends to compliance checks—a crucial aspect ensuring that investment portfolios adhere to both regulatory and internal guidelines before execution. Furthermore, part of the integration is Jacobi’s connection with the State Street Alpha Data Platform, offering clients a turnkey solution for accessing critical investment data, rendering investment decisions more data-driven and efficient.

A New Era for Investment Management

Jacobi’s flexibility in modeling capabilities complements Charles River’s robust order and execution management prowess. This harmonious integration births a robust end-to-end solution that caters to modern portfolio management needs. Tony Mackenzie, Co-Founder and CEO of Jacobi, highlights the importance of this milestone:

“This integration marks a significant milestone in our mission to empower investment teams with scalable, truly customizable technology.”

Meeting Growing Demands

As the industry witnesses rapid adoption of customized model portfolios, the collaboration between Jacobi and Charles River ensures solutions keep pace with growing demands. Steven Milanowycz, Head of Product Strategy at Charles River Development, emphasizes product customization’s criticality and how Jacobi’s innovative technology paves the way for client-specific investment mandate flexibility.

About the Innovators

Founded in 2014, Jacobi stands as a global investment technology provider for multi-asset investment teams. Its platform boasts unique “open architecture” that allows integration of proprietary code, models, data, and analytics, strengthening its position as a leader. Charles River, a State Street company, manages USD $59 Trillion in assets, providing a comprehensive investment ecosystem from portfolio management to complex data challenges.

The Future Awaits

As the partnership between Jacobi and Charles River sets sail, the investment world anticipates a shift towards more efficient, scalable, and adaptable portfolio management. This move signifies not just a business arrangement, but a vision to redefine how investments are managed and executed.