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

Jacobi shortlisted - Wealth & Asset Management awards 2026
News

Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
off the record podcast - model portfolios Jacobi
Model Portfolios

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....