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Fiona Dunn
Non Executive Director at Jana Investment Advisers
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Work Experience
Non Executive Director
Dec 2017 - Present · 7 years
General Manager Funds Management
Jan 2012 - Sep 2017 · 5 years and 8 months
consultant management advisory
Consultant And Management Advisory
2009 - 2011 · 2 years
Company Details
51-200 Employees
JANA is an established investment advisory firm with 35 years’ of experience and over $1.3tn funds under advice. JANA advises over 80 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 a management-owned business. 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 reviews Implemented 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
Year Founded
1987
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 18/140 William St Melbourne, Victoria 3000, AU
Keywords
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