JANA provides tailored advice to universities with a consultative approach that incorporates objective setting, spending rules and various capital preservation strategies. We advise on investment strategies which best address the needs of our clients for their unique income and capital gains objectives, while preserving the real value of the assets in the long term.
Experience has shown us that universities typically have a number of underlying portfolios with each having individual requirements. We aim to uncover the needs of each portfolio by engaging stakeholders in a collaborative fashion to develop a clear investment strategy and by demonstrating how JANA, as a trusted partner, can help them achieve their investment needs.
Importantly, JANA has an integrated ESG approach that governs our research, advice and investment platform solutions which experience has shown to be particularly important.