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 data strategy
Investment Strategy

Why Investment Groups Need a New Data Strategy for the AI Era

As artificial intelligence transforms the investment landscape, traditional data strategies are rapidly losing relevance. For investment groups, the future demands a fundamental shift - from .....
AI in investment management
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, .....