My Consultant
30th November 2017

Credit Investments: Then & Now

Credit investments have played a growing role in institutional portfolios since the beginning of the Global Financial Crisis. At that time, significant dislocations in credit markets provided an opportunity for outsized returns, resulting in many institutional investors making their first meaningful, standalone allocations to credit. Fresh from two weeks in the US meeting with a broad array of credit managers, this month’s MyConsultant sees the Fixed Interest team reflect on the state of credit markets today and the changing role of credit in investor portfolios. 

Newsletter
19th September 2017

JANA ‘WHATS NEW’ NEWSLETTER

Please take a look at JANA’s September Quarter ‘What’s New’ Newsletter. In this update we provide insights on the latest happenings in the JANA office, including: Infrastructure and Property Research Trip, Introducing Ed Giudice and Kim Slaminka, and Alice Springs to Darwin on Two Wheels – Georgina Dudley 

My Consultant
16th August 2017

Risks and Opportunities in China – JANA 2017 Asian Research Tour

Each year JANA hosts a study tour for clients, with the purpose of extending Trustee’s and Senior Executive investment knowledge. This year John Coombe and Duncan Smith from JANA hosted the tour which focussed on Asia, with a particular emphasis on China. The following article from Duncan Smith provides a summary of some of the key risks and opportunities identified for investors looking to gain more direct exposure to China. 

My Consultant
08th August 2017

Approaching the Retirement Puzzle

In previous editions of the JANA MyConsultant publication, we shared our thinking on retiree preferences for retirement product design. We also provided a framework for Trustees to use when tackling the retirement conundrum and shared our key principles when investing for retirement. In this article, we will provide an overview of the roadblocks that Funds have faced, and also outline a number of approaches that Funds are exploring to tackle the retirement puzzle. 

Newsletter
28th June 2017

JANA 'Whats New' Newsletter

Please take a look at JANA’s June Quarter ‘What’s New’ Newsletter. In this update we provide insights on the latest happenings in the JANA office, including the Private Equity Research Trip, Introducing David Surridge, and Oxfam Trailwalker Melbourne. 

My Consultant
23rd May 2017

From ‘ESG’ Integration to Impact

Over the past 10 years, the investment industry has broadened its focus beyond financial statements to increasingly consider environmental, social and governance (ESG) factors. While for many the primary motivation for considering ESG factors is to improve investment returns, encouraging better management of ESG risks can both improve the sustainability of financial returns and outcomes for the communities in which they operate. Some investors are now seeking to take a step further, from integration to Impact. 

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