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

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Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....
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Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....