JANA Investment Advisers
Andrew Cassar possesses extensive experience in the finance and investment sector, currently serving as the Head of Australasian Equities at JANA Investment Advisers since June 2015, and previously held roles as a Senior Consultant and Consultant within the same firm. Prior to JANA, Andrew worked as a Senior Research Analyst at Crowe Horwath Australia from 2012 to June 2015, where responsibilities included monitoring fund managers and constructing sector research reports. Andrew's earlier experience includes an Investment Analyst position at Zenith Investment Partners, where both quantitative and qualitative analyses were conducted on fund managers, and various paraplanner roles at IOOF and Victorian Teachers Credit Union. Educational credentials include a Bachelor of Business in Financial Risk Management from Victoria University and completion of Level 1 of the CFA program, along with a Diploma of Financial Planning from Kaplan.
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JANA Investment Advisers
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