JANA Implemented Consulting offers a fully integrated service to assist clients to define their unique objectives and to weigh up the trade-offs between different asset allocations and portfolio structures. Asset allocation decisions are then seamlessly implemented on our multi-manager platform and ongoing investment reviews ensure that the strategy remains fit for purpose.

By taking over the responsibility for the time-consuming tasks of investment manager selection, rebalancing and consolidated reporting, implemented consulting has helped our clients to concentrate on the decisions which matter most – their investment objectives and the asset allocations to meet them.

The implemented service builds on our advisory asset consulting services by adding many features including:

  • active asset allocation
  • active manager configuration
  • investment manager appointments and terminations
  • active performance management
  • mandate/portfolio compliance monitoring
  • performance analysis and reporting
  • unit pricing services (daily prices) and
  • daily portfolio re-balancing.