JANA Investment Advisers
Raymond Lam is an accomplished finance professional with extensive experience in investment consulting and private client management. Currently serving as a Senior Consultant at JANA Investment Advisers since December 2016, Raymond provides asset allocation, fund manager selection, and investment strategy advice to institutional clients, including industry super funds, family offices, and not-for-profit organizations. Prior to this role, Raymond worked at NAB Private from February 2009 to December 2016, where responsibilities included delivering tailored banking, financing, and investment solutions to high-net-worth families and individuals. Raymond holds a Bachelor of Commerce and a Bachelor of Arts from the University of New South Wales, specializing in Finance, Economics, Psychology, and Politics & International Relations, and completed the Higher School Certificate at James Ruse Agricultural High School.
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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