
March 2020
COVID-19: Economic Scenario Stress Testing
It should be easy to demonstrate to clients or stakeholders how their portfolios have been thoughtfully constructed to weather downturns related to global events such as COVID-19. In this short video, Jacobi co-founder Tanya Bartolini takes us through some ways our clients are using customized scenario stress testing to have more meaningful (and reassuring) conversations about their current allocations.
Recent Insights

Investment Management
The Jirafication of Investment Management in the Age of AI
Investment management has long been defined by intellectual curiosity, analytical rigor, and high-stakes decision-making. Historically, these strengths thrived in siloed environments - portfolio managers, analysts, .....