Implemented Consulting

Leveraging scale through JANA’s Implemented consulting model

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.

  • Australian Equities

    JANA Core Australian Share Trust

    The JANA Core Australian Share Trust invests with investment managers that selectively take active positions in stocks (against a benchmark), using a disciplined fundamental research-driven investment approach.

    Indicative trust allocation:

    JANA High Alpha Australian Share Trust

    The JANA High Alpha Australian Share Trust invests with investment managers that are prepared to back their stock picking abilities, depart significantly from benchmark allocations and construct concentrated portfolios (typically 20 to 50 stocks). The portfolio consists of value and quality based stock pickers with fundamentally driven approaches.

    Indicative trust allocation:

    JANA Small Caps Australian Share Trust

    The JANA Small Caps Australian Share Trust invests with specialist small companies managers, that conduct in-depth fundamental research into companies at the smaller capitalisation end of the Australian equity market.

    The portfolio currently consists of three investment managers, two that have strong valuation disciplines, and one growth focused investment manager that favours companies with sustainable competitive advantages, strong financials, quality management and predictable earnings.

    Indicative trust allocation:

    JANA Passive Australian Share Trust

    The JANA Passive Australian Share Trust provides a low fee, index portfolio of Australian shares.

    JANA SRI Australian Share Trust

    The JANA SRI Australian Share Trust invests in a socially responsible investment (‘SRI) manner and aims to exclude investments in companies with meaningful exposure to activities including manufacture of controversial weapons, production of alcohol and tobacco, gambling operation or manufacture and extraction of carbon intensive fossil fuels. This investment option is designed to complement the JANA existing product suite that all incorporate environmental, social and governance (‘ESG’) factors into the investment process.

    The JANA SRI Australian Share Trust currently utilises an enhanced passive index strategy.

  • Diversified Strategies

    JANA offers a range of multi-asset class portfolios with different risk/return profiles.

    JANA Moderate Trust

    The JANA Moderate Trust is a diversified portfolio of investments across asset classes and investment managers that aims to grow real capital value over time with a moderate level of expected volatility.

    Indicative trust allocation:

     

    Investment managers for the underlying trusts can be found at https://jana.com.au/capabilities/implemented-consulting with the corresponding sector.

  • Global Equities

    JANA Enhanced Index Global Share Trust (Currency Hedged and Unhedged)

    The JANA Global Enhanced Index Share Trust invests with investment managers that selectively take many small active positions against a market benchmark. The current investment managers include three active quantitative managers that each bring a differentiated approach to the portfolio.

    Indicative trust allocation:

    Please note State Street is the currency manager for the hedged version of this trust.

    JANA High Alpha Global Share Trust (Currency Hedged and Unhedged)

    The JANA High Alpha Global Share Trust invests with investment managers that are prepared to back their stock picking abilities, depart significantly from benchmark allocations and construct concentrated portfolios (typically 50 to 80 stocks) that are expected to exhibit a relatively high level of performance differentials relative to the benchmark Index.

    Indicative trust allocation:

    Please note MLC Risk Management is the currency manager for the hedged version of this trust.

    JANA Emerging Markets Share Trust

    The JANA Emerging Markets Share Trust is a portfolio currently consisting of three complementary emerging market managers. The outcome is a well-diversified portfolio of emerging markets stocks that will vary meaningfully from the benchmark.

    JANA Passive Global Share Trust (Currency Hedged and Unhedged)

    The JANA Passive Global Share Trust provides a low fee, index portfolio of global shares.

    Indicative trust allocation:

    Please note National Australia Bank is the currency manager for the hedged version of this trust.

    JANA SRI Global Share Trust (Currency Hedged and Unhedged)

    The JANA SRI Global Share Trust invests in a socially responsible investment (‘SRI) manner and aims to exclude investments in companies with meaningful exposure to activities including, but not limited to manufacture of controversial weapons, production of alcohol, production and/or distribution of tobacco, gambling operation or manufacture and extraction of carbon intensive fossil fuels. This investment option is designed to complement the JANA existing product suite that all incorporate environmental, social and governance (‘ESG’) factors into the investment process.

    The JANA SRI Global Share Trust currently utilises active benchmark relative management with the 3-manager structure.

    Indicative trust allocation:

    Please note National Australia Bank is the currency manager for the hedged version of this trust.

  • Fixed Interest

    JANA Diversified Fixed Income Trust

    The JANA Diversified Fixed Income Trust has a benchmark of 50/50 Australian and global bonds. It includes investment managers that specialise in managing sovereign bonds and credit securities, which allows JANA to tilt to these sectors as opportunities present.

    Indicative trust allocation:

    JANA Cash Trust

    The JANA Cash Trust is a single manager enhanced cash portfolio. It has exposure primarily to a diversified range of short-term ‘cash’ securities issued, guaranteed, supported or secured by governments, banks, companies or entities with an investment grade rating by a recognised rating agency.

    JANA Short-Maturity Diversified Debt Trust

    The JANA Short-Maturity Diversified Debt Trust is designed to provide a complete portfolio for the fixed interest asset class but with less interest rate risk, and aims to deliver returns by retaining investment managers that invest and diversify across many issuers and securities within that asset class. It invests in Australian and international nominal bonds and extended credit.

    Indicative trust allocation:

     

    JANA Multi-Sector Credit Trust

    The JANA Multi-Sector Credit Trust comprises two high quality, experienced investment managers, as well as a small cash allocation to assist with the management of liquidity. The portfolio seeks to provide an attractive, risk-adjusted high yielding portfolio that will invest in primarily non-investment grade securities. The managers have flexible mandates that will allow them to invest in a wide range of credit sectors, rotating to the most attractive parts of the credit market as well as avoiding the least attractive, at given points in time. Investments will be primarily in the non-investment grade sectors of the credit markets to complement other fixed interest portfolios which often invest in government and investment grade corporate securities. Non-investment grade credit offers investors attractive returns and is a relatively inefficient part of the market, which we believe skilled investment managers are able to exploit.

    The portfolio may include:

    • High yield bonds
    • Bank loans
    • Emerging market debt
    • Collateralised debt obligations
    • Corporate Bonds
    • Government securities

  • Property

    JANA Global Property Trust

    The JANA Global Property Trust is a portfolio consisting of complementary global listed property trust managers investing in Real Estate Investment Trusts (REITs) listed on overseas stock exchanges. Each manager is prepared to take active positions in stocks relative to the benchmark.

    Indicative trust allocation:

    Please note State Street is the currency manager for the hedged version of this trust.

    JANA Real Estate Trust

    The JANA Real Estate Trust invests in a range of diversified and specialised property related investment strategies blended together to achieve the performance objective The objective is aimed to be achieved through a mix of a strong income component as well as capital appreciation.

    Indicative trust allocation:

  • Alternative Investments

    JANA Alternatives Trust

    JANA Alternatives Trusts (JAT) is designed to incorporate investments that have diversified return drivers to equities and government bonds. JAT will hold a several underlying investments strategies that generate their returns via access to non-traditional market return drivers and strategies that rely on manager skill. These investments have been chosen and constructed to be complementary to each, creating a diversified portfolio with a more consistent return profile at the total fund level.

  • Infrastructure

    JANA Diversified Infrastructure Trust

    The JANA Diversified Infrastructure Trust will invest across a range of unlisted infrastructure vehicles that provide access to both domestic and international infrastructure, diversified across key sectors including energy, transportation and utilities. The investment strategy aims to generate long-term stable infrastructure returns above the Trust’s performance objective, derived from both income yield and moderate capital growth. Importantly, JANA will only look to invest with managers that take a strong approach to managing Environmental, Social and Governance (ESG) factors, as assessed by JANA’s ESG rating criteria.

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

Email your enquiry below and a member of the team will be in contact shortly.

Contact JANA

Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au

Melbourne
9/530 Collins Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au

JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.