JANA Investment Advisers
Monica Li is a seasoned finance professional with a robust background in investment analysis and consultancy, currently serving as a Consultant at JANA Investment Advisers since January 2014, with a progression from Investment Reporting Analyst to Senior Investment Analyst. Prior experience includes a role as a Service Assistant at Coles from March 2009 to January 2014, and volunteering as a Gallery Assistant during the Japan Film Festival at the Japan Foundation Sydney from March 2012 to December 2013. Monica Li holds a Bachelor of Commerce and Bachelor of Economics from UNSW, with a focus on Finance, Economics, and Chinese Studies, and completed secondary education at Chatswood High School from 2003 to 2008.
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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