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JANA currently advises around 80 institutional clients. These relationships range from providing advice, right through to full implementation of investment decisions. The breadth of our client base delivers rich experience and insight that benefits all of our clients.

An incredibly diverse client base provides us with new challenges, experience, opportunities and connections, that ultimately benefits all of our clients. Benefits that range from the cross pollination of insights and ideas through to the fact we are often the first point of call for investment managers offering unique and innovative investment opportunities.

Our client base and breadth includes:

Charities and endowments

  • 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. Our advice also incorporates both tax and ESG considerations.

Long Service Leave Funds

  • JANA has extensive experience consulting to Long Service Leave clients in a number of states, advising on investment strategies to support solvency and improve the consistency of returns to stabilise levies.


  • JANA’s emphasis on strong governance and risk control ensures that governmental departments meet all requirements in regards to asset management and beyond.


  • Our extensive client base includes some of the largest industry funds as well as highly regarded corporate and public sector funds, many of which occupy the top quartile of performance surveys through all time periods. We assist clients in navigating the often complex regulatory and investment landscape, including the Stronger Super, MySuper and Member Outcomes requirements. 

Life, health and general insurance

  • Our consultants’ strong actuarial pedigree means we understand both sides of the balance sheet, utilising our asset-liability models to incorporate capital adequacy impacts arising under PHIAC/LAGIC. 


  • JANA provides tailored advice to universities with a consultative approach that incorporates objective setting, spending rules and various capital preservation strategies.  JANA has an integrated ESG approach that governs our research, advice and investment platform solutions.

Wealth partnerships

  • JANA has supported institutional investors in delivering outcomes for their beneficiaries for over three decades. Although we work behind the scenes, the impact of our advice is felt by millions of Australians. We’ve extended our impact by partnering with high quality advice and private wealth firms, helping even more everyday people to achieve financial security.

  • We make ourselves accessible to retail partners in the form of model portfolio support as well as MDA (managed discretionary account) and SMA (separately managed account) development.  We also provide advisory services, access to institutional quality capital markets research, manager research, investment committee representation, portfolio construction advice, reporting and governance advice. 

A small selection of our clients: