JANA Investment Advisers

We are thrilled to announce that JANA Investment Advisers has partnered with Investor Wealth Pty Ltd to deliver tailored managed account services to Investor Wealth and their clients.   This collaboration, reflects JANA's ongoing commitment to delivering tailored consulting solutions to self-licensed advisory firm.   We look forward to leveraging JANA's extensive capabilities in model management and sub-advisory services to provide enhanced value to Investor Wealth and their clients. #WealthManagement #ManagedAccounts #InvestmentConsulting #JANA https://lnkd.in/gehN8G5t

Last month, IMAP - Institute of Managed Account Professionals hosted its Advice in Action 2024 Conference in both Melbourne and Sydney, where JANA participated in the session "Accommodating Illiquid Assets for Your Client." In Melbourne, Duncan Smith had the pleasure of leading a fireside chat with Adrian Vidotto from Strategic Wealth, while in Sydney, Michael Karagianis engaged in an insightful discussion with Danny Wong from Alteris.   We hope those who attended found the sessions valuable. If you missed it, click below to listen to Michael Karagianis' session with Danny Wong.   https://lnkd.in/gdW5yHVv

This week, Iain North, CFA North, JANA's Head of Alternatives, participated in an insightful session ‘Strategies unveiled: portfolio risk management panel’ at the Risk Live Australia event in Melbourne. Iain was joined alongside industry peers Margot Jones from QIC and Ben Graetzer, CFA from VFMC. The three discussed how to enhance portfolio performance through risk management and alternative investments, with their own distinct perspective. We do hope that all who attended found this session insightful. #PortfolioPerformance #RiskManagement

Young Jo B., Senior Consultant, recently moderated the session "Return of the Banks? Future Credit Market Structure" at the Private Credit Forum in Victoria. She was joined by industry peers Rick Richert from Polen Capital and Rama Gollakota from Oliver Wyman. Together, they discussed the evolving competitive landscape as banks begin to reclaim their stake in the private debt market. The conversation explored strategies banks are employing to regain market share and the implications for private debt investors. We hope all who attended found the session insightful. #PrivateCredit #PrivateDebt #Investors

We are thrilled to announce that JANA has been selected as the investment consultant for Wealthtrac Pty Ltd, a leading Separately Managed Accounts (SMA) aggregator. This new partnership underscores our shared commitment to advancing solutions in the wealth sector. As the industry consolidates client offerings through MDA and SMA structures, the need for high-quality advice and research becomes even more critical. We look forward to collaborating with Wealthtrac to deliver exceptional value and sustained growth in the wealth sector. #WealthManagement #Wealthtrac #InvestmentConsulting #SMA #FinancialAdvisory

Curious about how natural capital risk can lead to enhanced returns? In our latest article, Renee Grogan, JANA Stewardship Lead, explores the intricacies of turning natural capital risk into enhanced returns.   Effective integration of natural capital principles requires diligent stewardship and careful project planning, particularly in agriculture and forestry, to ensure measurable improvements in natural capital elements and to navigate the associated risks and complexities.   Click on the below to find out more. https://lnkd.in/gpFASgQ4

JANA is pleased to share its recent collaboration with the University of Melbourne, providing post-graduate students with invaluable hands-on experience in investment consulting. Through office immersion, real-world projects, mentorship, and interactive learning, students enhanced their skills and expanded their professional networks. We're proud to offer a glimpse into investment consulting to the next generation!

Yesterday, the Sydney team joined the NAIDOC Week celebrations by attending a captivating live dance performance by the talented team at Gawura Cultural Immersions. Throughout the week, our team will be attending other events happening across Sydney and Melbourne.   This year's theme, "Keep the Fire Burning! Blak, Loud & Proud," honours the enduring strength and vitality of First Nations culture. Fire symbolizes the connection to Country, to each other, and to the rich tapestry of traditions that define Aboriginal and Torres Strait Islander peoples. Click below for a list of events that are taking place: https://lnkd.in/dexeVKVM #NAIDOC2024 #NAIDOCWeek #BlakLoudProud

We're pleased to announce that JANA will be participating in IMAP's Advice in Action 2024 Conference. Join us in Melbourne on 23 July and in Sydney on 25 July. Don't miss the, "Accommodating Illiquid Assets for Your Client," session where Duncan Smith (Melbourne event) will be joined by Adrian Vidotto (Strategic Wealth) and Michael Karagianis (Sydney event)  will be joined by Danny Wong (Alteris). Click below to register for the event. We hope to see you there!

We are excited to share that JANA has been highlighted as finalists in three categories at the upcoming Financial Newswire + SQM Research Fund Manager of the Year awards!   JANA's nominations include:   - Emerging Funds Category: JANA Diversified Infrastructure Trust - Multi-Sector Growth Category: JANA Moderate Trust - Direct Property Category: JANA Real Estate Trust   Good luck to all finalists in each category!   Click below to learn more about the JANA Investment Trusts: https://lnkd.in/gUaiNiZi