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

Jacobi charles river partnership
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Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling .....
DMIA 2025 (1)
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Jacobi Wins Best Platform for Risk and Portfolio Analytics

Jacobi has won Best Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards - USA. .....