JANA Investment Advisers
Jo Leaper is a seasoned professional in operational consulting with extensive experience at JANA Investment Advisers, where Jo has held various leadership roles since June 2010, including Principal Consultant and Head of Operational Consulting. Prior to JANA, Jo gained valuable analytical skills as an Analyst at Access Capital Advisers from October 2006 to November 2009 and developed client relationship expertise at Nab Custodian Services from 1998 to 2006. Jo holds a Master's degree in International Business and Finance and a Bachelor's degree in HRM and Management, both from Deakin 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