JANA's Implemented Consulting business grows to $18.8bn on the back of significant mandate wins

This growth reflects the increasing demand for JANA’s integrated investment solutions, which combine investment strategy advice, manager research, portfolio management and implementation within a single solution.

The growth in JANA’s Implemented Consulting offering has been driven by a series of institutional mandate wins across the not-for-profit, wealth and insurance segments, totalling approximately $3.5 billion over the past three years, alongside additional client flows and investment market appreciation.

Leon Tisdell, General Manager Investment Trusts at JANA, said the growth reflected increasing demand from institutional investors seeking a partner that could combine investment expertise with flexible implementation solutions.

“Institutional investors are managing increasingly sophisticated portfolios while facing growing governance and oversight obligations,” Mr Tisdell said.

“Clients are looking for investment partners that can deliver high-quality research, portfolio construction and manager selection capabilities, while also providing implementation and governance support through structures that can adapt to their specific needs.”

A particular area of interest has been JANA’s Tailored Investment Vehicles – tailored for a single institutional investor, which allows them greater flexibility to select their own underlying fund managers within a JANA-governed trust structure.

“Institutional investors are increasingly looking for investment structures that reflect their own governance requirements and investment philosophy, rather than having to adapt to standardised solutions,” Mr Tisdell said.

“JANA Tailored Investment Vehicles provide that flexibility over manager selection while benefitting from JANA’s institutional governance and implementation expertise. This combination is proving to be what many insurance and not-for-profit investors are looking for right now.”

JANA has been constructing and managing multi-manager portfolios for more than 25 years, drawing on its investment research, portfolio construction and governance capabilities to deliver customised investment solutions for institutional clients.

“We expect client needs to continue evolving as they seek greater flexibility in how their portfolios are governed and implemented,” Mr Tisdell said. “Our focus remains on helping clients access sophisticated solutions which meet these requirements.”