The rise of AI Agents and why it matters for investment teams

Despite much talk about harnessing AI within investment organisations, the role of AI “agents” and their transformative potential has received less attention. In this roundtable, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents – from initial portfolio construction, to ongoing investment and operations processes, through to engagement with clients. As important as the sophistication of any AI model is how investment groups best organise themselves to make full use of their potential. 

Please note spaces are limited and reserved for investment management professionals.