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.

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Tanya Bartolini, Jacobi
News

Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025

Tanya Bartolini, Co-Founder of Jacobi, named WatersTechnology Woman Of The Year at the 2025 Women in Technology & Data Awards. .....
alternative investments
Investment Strategy

Alternatives for Investment Managers - A Case Study

The fifth and final paper in our series on private market investing for investment managers, we step through a case study that brings together the .....