A key part of developing a close working relationship with our clients is to understand the key risks to which each client is most exposed. These risks may include not meeting absolute return objectives, underperforming peer funds, not growing assets as fast as liabilities or not meeting fixed distribution targets. Understanding the nature and importance of different risks involves developing a detailed understanding of factors such as the demographic profile of an accumulation superannuation fund, the projected funding position of a defined benefit superannuation scheme, the liability position of an insurance pool and the distribution requirements of an endowment.
JANA offers a range of risk management services, including:
- calculation of expected volatility, downside risk and probability of a negative return or not meeting a defined investment objective
- calculation of the Standard Risk Measure
- stochastic modelling
- risk factor analysis and
- style analysis.