JANA is an established investment advisory firm with 30 years of experience and over $375bn funds under advice. JANA advises around 90 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers and other trusts.
Asset consulting is JANA's core business. We are a client-focused organisation with a transparent commitment to servicing our clients both now and in the future, specifically focussed on delivering superior investment outcomes.
JANA recently undertook a management buyout and is now majority owned by staff. This serves to deliver greater alignment of our staff with the success of our clients and in turn the success of JANA. It provides us with a distinctive advantage in the Australian market place through enhancing our ability to attract, develop and retain the best talent.
JANA has provided investment consulting advice since 1987, and the service continues to evolve as our clients and investment markets evolve. It comprises, in brief:
Traditional Advice:
Asset allocation
Manager selection
Direct asset investment
Market and manager research
Transition research, advice and tender services
Currency advice
Asset allocation and currency overlay research and advice
Operational due diligence and custodial reviews
Implemented Advice:
Together with our partner platform provider, this service provides:
Active performance management
Active asset allocation
Manager appointments and terminations
Mandate/portfolio compliance reporting
Performance analysis and reporting
Daily portfolio re-balancing
JANA advised clients are prevalent in peer relative performance rankings over multiple time periods and, equally important, this outperformance is evident since the inception of JANA. Over this time, the median JANA Balanced Fund has outperformed its peer group by an average of 1.09% p.a