JANA Investment Advisers
Sai Srinivasan is currently the Head of Client Development at JANA Investment Advisers. Previously, Sai held various roles in companies such as AMP, Australian Institute of Superannuation Trustees, TWUSUPER, First State Super, Local Government Super, and FuturePlus Financial Services. Sai has a Bachelor of Business in Financial Planning from RMIT University and has completed specialist courses in SMSF and organizational leadership. Throughout Sai's career, they have focused on providing strategic financial advice and ensuring legislative compliance in the superannuation industry.
This person is not in any teams
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