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David consults to a range of industry superannuation funds and is a member of the Fixed Interest Research team.Prior to joining JANA, David worked as an Associate Portfolio Manager at Dimensional Fund Advisor, a US asset manager. During the 6 years at Dimensional, he managed a range of equity and fixed interest investment strategies.
Before joining finance, David was employed in the logistics industry, optimizing container shipping routes in the Asia Pacific region.
David holds a Bachelor of Science in Mechanical Engineering and Business Administration from the University of Technology, Darmstadt in Germany. He also completed a Master of Commerce in Finance from the University of New South Wales and holds the Chartered Financial Analyst designation.
David is a Senior Consultant and a member of the Responsible Investment Research Team.
David brings over twenty years of experience across a broad expanse of the finance industry including from frontline Business Banking through to Corporate Strategy. Prior to JANA, David was Senior Manager, Research Relationships for NAB Asset Management Boutiques and prior to that Senior Manager, NAB Corporate Strategy based in the UK.
David holds an MBA from Cranfield School of Management UK, a Bachelor of Economics from University of Sydney and a Diploma in Financial Planning from Deakin University.
David is a Senior Consultant, joining JANA from the New Zealand Superannuation Fund in June 2016.
David was a Senior Investment Strategist at the New Zealand Superannuation Fund covering credit markets, alternative beta strategies, infrastructure and alternative energy, and arbitrage strategies.
Before joining NZ Superannuation Fund, David was a Portfolio Manager at Dimensional Fund Advisors in Sydney.
David holds an MBA from the Macquarie Graduate School of Management, an Honors degree in Applied Mathematics and a B.Sc. in Physics from the University of Auckland.
Duncan is responsible for ensuring JANA’s high standards of services are consistently delivered to all clients, including achieving optimal client investment outcomes.
Since 2007, Duncan has been the lead consultant for clients across multiple client segments. Duncan has held several roles during his time at JANA including Head of Consulting, a senior member within the Australian Equities Research Team, former Head of Property Research Team and a member of the JANA Research Committee.
Before joining JANA in 2007, Duncan spent 12 years with the NAB Superannuation Fund as Assistant Fund Secretary and Finance Manager. Through Duncan’s role at JANA and previous employment he has also held positions on Investment Committees and Advisory Boards.
Duncan has a Graduate Diploma in Applied Finance & Investments, Graduate Diploma in Financial Planning and a Bachelor of Business. Duncan is also a Fellow of the FINSIA and a member of CPA.
Ed is a Senior Consultant and a member of the Fixed Interest Research Team. Ed joined JANA in October of 2016 and has 15 years’ experience in the investment consulting and asset management industry.
Prior to joining JANA, Ed was an Investment Consultant at Whitehelm Capital where he was responsible for macroeconomic, global investment grade credit, and multi-asset class manager research. Before that Ed lived in London for six years, working in the Investment Consulting division at Mercer and also Towers Watson. He also spent time as the Head of Consultant Relations for GE Asset Management in Europe.
Ed has a Masters in Applied Finance & Investments and a Bachelor of Commerce Degree. He has also completed the Certified Alternative Investments Analyst (CAIA) program and is Certified Financial Analyst (CFA).