March 2020

Silver Linings Stress Test...

Markets recover, sometimes quickly and sometimes not, but we can't risk losing flow and existing business due to our inability to properly position stress events. As financial services professionals, we need to be able to share (at the click of a button or the whim of a client) several plausible scenarios for the way the current crisis can play out. Read more on this topic in this blog post.

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 .....