They would advise charities, foundations, endowments and bursaries on investment strategies best addressing their needs for income and capital gains, all the while preserving the real value of their assets in the long run.
“JANA has a significant existing NFP business, which has recently grown with JANA’s appointment by Foundation North, New Zealand’s largest philanthropic trust. This provides an excellent foundation for future growth,” Karagianis said.
“My time at JANA has been centred around opening up JANA’s advisory and implemented consulting expertise to the wider investment community, initially in the retail advice space and now expanding into the NFP market.”