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Showing 81 - 90 of 242 results for "JANA"

JANA hires operations lead, boosts workforce

KARREN VERGARA  |  FRIDAY, 5 JUL 2019
Asset consultant JANA has recently welcomed a new head of operations and made a raft of appointments in a bid to boost its footprint. John Montague joined the Melbourne-based firm in the newly created role after working as a consultant for the past ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and Antares as the direct equity model manager. Strategic Wealth managing director Peter Wilson said the MDA structure ...

Industry fund appoints inaugural CIO

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
... in 2016. At Energy Super, Lum will lead an internal investment team of three and work with the fund's asset consultant JANA and external managers in implementing the investment strategy. He will also join the executive team, which recently added ...

Ken Marshman departs JANA

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Ken Marshman is stepping down as chair of JANA and his successor has been named. Marshman has announced his retirement from the JANA board and Fiona Dunn has been named as his successor. Marshman commenced his transition to retirement in 2013. He served ...

Industry funds announce $26bn joint venture

KANIKA SOOD  |  WEDNESDAY, 1 MAY 2019
... accounting firms. The journey was smoothed by the overlap between the two super fund's key external vendors. Both use JANA as the asset consultant, NAB asset servicing as the custodian and Mercer as the administrator. They were also willing to have ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Sunsuper merges with corporate super fund

KARREN VERGARA  |  FRIDAY, 8 FEB 2019
... The successor fund transfer is expected to occur in the latter part of 2019. Mercer is the incumbent administrator, while JANA Investments is the asset consultant. Sunsuper has about 1.3 million members and $57 billion in assets under management. This ...

Deputy CIO promotion at industry fund

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... previously reported to Sicilia, will now report to Clerk. Prior to Hostplus, Clerk worked in senior positions at asset consultant JANA for more than 17 years. These roles included leading quantitative analysis, portfolio services and custody. Earlier ...

MLC MySuper investment budget was tight-fisted: Royal Commission

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... MySuper investment budget to lift its performance was brought up by a quarterly report submitted from its asset consultant JANA and received by Smith as a member of the investment committee. JANA termed the performance at the time "in-line with the expectations" ...

Catholic Super appoints CIO

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... recent role, Shelley was Perpetual Investments general manager of product and strategy. She began her financial career at JANA Investment Advisers, joining as a principal consultant in 1998. After this she was employed at MLC Investment Management in ...