JANA Investment Advisers
Jim Lamborn is an experienced finance professional currently serving as the Executive Director, Chief Executive Officer, and Head of Implemented Consulting at JANA Investment Advisers since May 2002, where responsibilities include overseeing an AUD 36 billion Institutional Implemented Consulting investment platform and ensuring top quartile investment portfolio performance. Previously, Jim held the position of Treasurer at AusNet Services from January 1995 to May 2002, managing an annual finance charges budget of approximately AUD 1 billion and all debt capital market activities. Jim began a career at the State Electricity Commission of Victoria as Funding Manager from January 1987 to December 1994, focusing on debt management and the financial negotiations surrounding the Loy Yang B Power Station Privatisation. Jim holds a Master's degree in Applied Finance from Macquarie University and a Bachelor's degree in Economics from Monash University.
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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