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

Beyond the PMS
Model Portfolios

Beyond the PMS: Why Model Portfolios Are Exposing Weakness in Operating Models

The investment management industry is undergoing a fundamental shift. As firms look to scale investment decisions across a growing range of clients, channels and products, .....
AI harness round table summary
Investment Management

The AI Harness: When The Sandpit Meets Governance And Regulatory Reality

Jacobi Strategies and Alpha FMC recently hosted a Round Table with leading investment industry figures. The Round Table’s focus was on the pace of AI-assisted .....