JANA Investment Advisers
David Surridge is an experienced investment professional currently serving as Principal Consultant and New Zealand Segment Lead at JANA Investment Advisers since June 2016. Previously, David held the position of Senior Investment Strategist at the New Zealand Superannuation Fund, focusing on research and analysis to guide asset allocation decisions. David's extensive background includes a role as Portfolio Manager at Dimensional Fund Advisors, where responsibilities encompassed managing global equity portfolios and engaging with institutional clients. Additional experience includes positions as Investment Analytics Manager at Dimensional Fund Advisors, Due Diligence Analyst at JPMorgan Chase, and Actuarial Analyst at Watson Wyatt. David holds an M.B.A. from Macquarie Graduate School of Management and a B.Sc. with Honors in Applied Mathematics and Physics from The University of Auckland.
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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