JANA advises charities and foundations on investment strategies which best address their needs for income and capital gains, while preserving the real value of their assets in the long term. We provide a comprehensive solution for clients as our advice also incorporates both tax and ESG considerations.

Tax-aware strategies are important to maximise the benefits of franking credits and buy-backs, while our strong emphasis on downside risk control reduces the risk of negative returns.

Importantly, JANA has an integrated ESG approach that governs our research, advice and investment platform solutions, which experience has shown to be particularly important.