JANA Investment Advisers

MyConsultant May 2013 edition

jana — Tue, 21 May 2013 23:51:18 +0000

In this month’s edition of MyConsultant, Gareth Abley of MLC Investment Management examines the role of shares in a portfolio, basing his findings on the performance of shares over the past 112 years. He shows how looking at returns over the short, medium and long term can change an investor’s perspective on shares and their contribution to an overall portfolio.

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What’s new at JANA – April 2013

jana — Wed, 01 May 2013 23:45:38 +0000

In this month’s edition of the JANA Newsletter, we provide our results from the Peter Lee survey, together with our usual features including the Research Diary, and an article on Life after Stronger Super.

JANA Newsletter April 2013

MyConsultant April 2013 edition

jana — Sun, 28 Apr 2013 23:49:46 +0000

In this month’s edition of MyConsultant, Brian Parker of MLC Investment Management discusses the recent banking crisis in Cyprus and the implications for investors. He outlines the bailout arrangement that has been made and how it will affect the Eurozone more broadly.

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MyConsultant March 2013 Edition

jana — Sun, 31 Mar 2013 22:42:21 +0000

The strong Australian dollar continues to defy weakening macro-economic fundamentals and deteriorating terms of trade. Steven Gamerov, Head of Asset Consulting for JANA Implemented Consulting, describes “3 C’s” underpinning the currency’s strength and how the extent of hedging impacts overall portfolio risk control over the medium term.

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MyConsultant February 2013 Edition

jana — Thu, 28 Feb 2013 06:01:45 +0000

Josh Manning discusses some of the experience overseas with lifecycle investment models, and highlights that JANA is taking a considered approach to researching and consulting on solutions appropriate to each client’s circumstances.

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What’s new at JANA – January 2013

jana — Thu, 31 Jan 2013 22:30:39 +0000

In this month’s edition of the JANA Newsletter, we provide an insight in the year ahead of us, together with our usual features including the research diary and introducing Simon Beeny and Kirsten Temple.

JANA Newsletter January 2013

MyConsultant January 2013 Edition

jana — Thu, 31 Jan 2013 06:07:45 +0000

Ken Marshman, Chair and Head of Investment Outcomes at JANA, highlights that setting appropriate investment objectives is arguably the most important role for investment committees and fiduciaries. He acknowledges how difficult this task can be, and offers insights into how to go about considering the trade-off between risk and return, as well as short versus long term goals.

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Setting Investment Objectives

jana — Thu, 31 Jan 2013 03:31:10 +0000

There seems to be no more hotly debated, but still unresolved question than what should be the right investment objective for a fund. One would be excused to think that it really should be very easy…

Capital Markets Insights Jan 13

High Frequency Trading

jana — Mon, 07 Jan 2013 05:10:42 +0000

There has been a lot of coverage by the Australian financial press
concerning HFT over the last three months in particular. JANA has been in discussions with various market participants to clarify the impact of High Frequency Traders (HFTs) in the market place…

Capital Markets Insights Dec 12

MyConsultant December 2012 Edition

jana — Mon, 31 Dec 2012 06:10:35 +0000

The debate on HFT has gathered pace as the prevalence of these strategies in the Australian market has grown. The debate is evolving quickly as industry participants become more aware, and regulators are also preparing to formally respond to the issues. JANA has had a number of discussions with investment managers, transition managers and brokers to gain an understanding on the risks to client portfolios. Aidan Geysen and Joshua Rout summarise their findings.

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