Penny Raftopoulos's Colleagues at JANA Investment Advisers
Penny Raftopoulos's Contact Details
Melbourne,Victoria,Australia
JANA Investment Advisers
Penny Raftopoulos's Company Details
JANA is an established investment advisory firm with 35 years' of experience and over $850bn funds under advice. JANA advises over 85 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts. Asset consulting is JANA's core business. We are a client-focused organisation with a transparent commitment to servicing our clients both now and in the future, specifically focused on delivering superior investment outcomes. JANA undertook a management buyout in September 2017 and is now majority owned by staff. This serves to deliver greater alignment of our staff with the success of our clients and in turn the success of JANA. It provides us with a distinctive advantage in the Australian marketplace by enhancing our ability to attract, develop and retain the best talent. JANA has provided investment consulting advice since 1987, and the service continues to evolve as our clients and investment markets evolve. It comprises, in brief:Traditional Advice: • Asset allocation• Manager selection• Direct asset investment• Market and manager research• Transition research, advice and tender services• Currency advice• Asset allocation and currency overlay research and advice• Operational due diligence and custodial reviewsImplemented Advice:Together with our partner platform provider, this service provides:• Active performance management • Active asset allocation • Manager appointments and terminations • Mandate/portfolio compliance reporting • Performance analysis and reporting • Daily portfolio re-balancing