Implemented Consulting

When it comes to Implemented Consulting, clients benefit from a partnership with JANA in multiple ways.

1. Our Implemented Consulting capabilities are driven by our robust investment research, which underpins all of JANA’s advice.
2. Clients benefit from engagement with highly experienced consultants able to tailor portfolio solutions to meet the client’s individual requirements as well as providing input on investment objectives and governance.
3. We do not receive any commissions or soft dollar benefits from investment managers or other service providers. We simply select the best of breed managers across various market sectors.

From there, JANA can provide clients with the ability to leverage our scale to negotiate favourable terms with investment managers, right through to benefiting from first to market access to the best investment ideas. These benefits feed directly into all client portfolios and returns.

All of our advice is tailored to an individual client’s particular circumstances and their investment objectives. At JANA, those who advise you generally have the dual roles in research and consulting. This means that those delivering the advice have a robust understanding of the research.

A key attribute of Implemented Consulting is all about delivering peace of mind, from seamless day-to-day implementation across multiple managers to strong risk control and ongoing oversight. We’ve specifically built our implemented consulting offering to enable you to focus on your investment goals and the tailored asset allocation to meet them.

We work for some of the largest investors in Australia, which ensures we forever have our finger on the pulse, our people on the frontline are always right there developing new ideas and understanding challenges in real time.

Want to know more about JANA’s Implemented Consulting services?

Click here for more information on the JANA Investment Trusts or email your enquiry below and a member of the team will be in contact shortly.

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