Georgina Dudley

Investment leaders from across Australia and New Zealand’s institutional and wealth landscape will gather at the JANA Annual Conference 2026, to explore a defining challenge for institutional investors: how to construct resilient portfolios as artificial intelligence, geopolitics, demographic change and the energy transition converge.

Hosted by JANA Investment Advisers, the conference will bring together global and local investment perspectives from BlackRock, Wellington Management, Blackstone, Baillie Gifford, Robeco, Hamilton Lane, J.P. Morgan Asset Management and Vinva.

Discussions will explore how structural forces are becoming more interconnected and what that means for portfolio construction, governance and long-term investment outcomes.

For JANA, the increasing complexity of investment markets reinforces a philosophy that has underpinned its advice for almost four decades.

Working across superannuation, wealth, not-for-profit, insurance and other institutional investor segments gives JANA a broad perspective on how these challenges are playing out across different portfolios, governance models and investment perspectives.

Chief Executive Officer Georgina Dudley said the questions facing long-term investors were continuing to evolve.

“Institutional investors don’t make decisions in quarterly cycles – they make decisions that shape outcomes for decades. That changes the nature of the questions they need to ask and the conversations they need to have. It’s no longer simply which opportunities to pursue, but how a portfolio is constructed to deliver the outcomes investors are seeking.”

“The best long-term decisions are rarely made in isolation. Bringing together global and local investment perspectives gives investors an opportunity to challenge assumptions, test ideas and consider different views. In today’s environment, intelligent investing isn’t about having all the answers. It’s about asking better questions to make more informed long-term decisions.”

JANA Chief Investment Officer Matt Wacher said traditional assumptions about diversification were being challenged as structural forces increasingly cut across sectors, asset classes and geographies.

“Artificial intelligence provides a useful example. It is no longer simply a technology story. It is influencing power infrastructure, data centres, semiconductors, private markets, commodities, supply chains and capital investment. Investors may believe they are diversified across multiple asset classes, but many are ultimately exposed to the same underlying structural drivers.”

Mr Wacher said the same was increasingly true across other long-term themes.

“Geopolitical fragmentation is reshaping supply chains and capital flows. Demographic change is influencing labour markets and productivity. The energy transition continues to redefine infrastructure investment and capital requirements. Each creates opportunities in its own right, but together they create a far more complex investment environment.”

“The challenge isn’t simply identifying attractive investment opportunities,” Mr Wacher said. “It’s understanding how structural forces increasingly influence the way entire portfolios behave. Investment success has never depended solely on finding good opportunities, it has depended on how those opportunities work together within a portfolio. As market forces become more interconnected, portfolio construction becomes an even more important driver of long-term investment outcomes.”

The conference has been designed to examine the major forces reshaping investment markets, moving from AI adoption and productivity through to infrastructure, energy systems, geopolitics, commodities, private markets and ultimately how investors should value these structural shifts.

Among the perspectives to be explored throughout the day are:

• Artificial intelligence is a marathon, not a sprint. While adoption has accelerated rapidly, many organisations remain in the early stages of implementation, with legacy systems, data quality, skills and governance likely to determine who ultimately captures productivity gains.
• AI may prove to be this generation’s equivalent of the “China Shock”. Rather than being simply a technology story, AI has the potential to reshape labour markets, infrastructure investment, energy systems, productivity and capital flows across the global economy.
• Infrastructure may prove to be one of AI’s biggest investment stories. As demand for computing power grows, investment implications increasingly extend beyond software into electricity generation, transmission networks, semiconductors, fibre, cooling systems, water infrastructure and critical minerals.
• The most significant opportunities may lie beyond the obvious winners. Investors are increasingly examining second-order beneficiaries and the bottlenecks supporting AI adoption, recognising that every major structural investment theme creates both opportunities and excesses over time.

Mr Wacher said these discussions ultimately point back to the same conclusion. “Long-term investing has always been about balancing opportunity with resilience. As markets become more interconnected, that balance will increasingly depend on portfolio construction rather than prediction.”

JANA’s 2026 Annual Conference, Prosperity with Purpose: Intelligent Investing in a Changing World, will bring together investment leaders from across superannuation, wealth, not-for-profit, insurance and institutional investment, facilitated by JANA investment professionals and select global investment managers to examine the structural forces expected to shape investment markets over the coming decade.

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Claire Simpson

JANA Investment Advisers (JANA) has launched the JANA Private Credit Trust (‘the Trust’), expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure.

The Trust has already grown to more than $270 million in funds under management and provides access to high-quality global private credit opportunities that are often difficult to source directly in Australia, bringing together JANA’s institutional manager research, portfolio construction and governance capability within a single investment solution.

The JANA Private Credit Trust has been designed to address common implementation challenges associated with private credit investing, including manager access, portfolio diversification, capital deployment and ongoing governance.

The launch reflects growing demand from wholesale investors for private credit solutions that combine rigorous manager selection, strong governance and efficient implementation.

Robert Moore, Head of Debt at JANA, said: “Private credit has rewarded investors well, but the way investors access the asset class matters. In building the JANA Private Credit Trust, we considered the practical issues that can affect investor outcomes, including slow deployment, cash drag, fee leakage during ramp-up, cash-style benchmarks and unhedged currency exposure.

“We set out to address each of these in the JANA Private Credit Trust through a structure designed to provide efficient implementation, day-one credit market exposure and a more relevant framework for measuring private credit performance.”

Key features of the Trust include:

• Institutional-quality manager selection: JANA has appointed two experienced private credit managers through customised mandates designed specifically for the JANA Private Credit Trust, providing tailored portfolio guidelines rather than relying on off-the-shelf flagship funds.
• Portfolio construction: The Trust targets what JANA assesses as one of the strongest risk-adjusted segments of the global private credit market – core middle-market corporate direct lending across the US and Europe.
• Reducing cash drag: The Trust has been designed to provide investors with immediate market exposure while capital is progressively deployed into private market investments, helping reduce the cash drag often associated with open-ended private credit products.
• Benchmark transparency: The Trust adopts the Cliffwater Direct Lending Index, net of fees, unlevered and hedged into Australian dollars, providing a more relevant reference point for measuring private credit performance than traditional cash-style benchmarks.

The new Trust builds on JANA’s long history of constructing multi-manager portfolios for institutional investors.

JANA Investment Trusts have been operating since 1994 and manage approximately $18.8 billion across 25 trusts, spanning a broad range of asset classes for institutional investors, including universities, charities, insurers and other liability-aware institutions.

Manager selection sits at the core of the Trust’s investment approach. JANA has appointed Arcmont^[1], an investment affiliate of Nuveen, and Jefferies Credit Partners^[2] through customised mandates based on their institutional experience, disciplined underwriting, focus on downside protection and alignment with JANA’s rigorous governance standards.

Claire Simpson, Head of Investments, JANA Investment Trusts, said: “Private credit has evolved into an increasingly important component of diversified portfolios, yet many of the highest-quality opportunities remain difficult for investors to access directly.

“As private credit continues to mature as an asset class, we believe the differentiator will increasingly be manager selection, efficient implementation and product design, portfolio construction and strong governance – not exposure alone. The JANA Private Credit Trust brings these disciplines together through carefully selected global managers, customised mandates and JANA’s institutional research and governance capability.

“Designed for wholesale investors with a long-term investment horizon, the Trust provides access to institutional-quality private credit exposure through a professionally managed structure focused on efficient implementation and long-term investment outcomes.”

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Notes:
[1] Arcmont Asset Management, an investment affiliate of Nuveen (the asset manager of TIAA), is a private credit asset management firm providing flexible capital solutions to a wide range of businesses in Europe. Established in 2011, Arcmont has raised approximately €45 (A$74) billion of investable capital from investors globally and has committed over €44 (A$72) billion across more than 540 transactions from its launch. Headquartered in London, Arcmont’s presence spans Amsterdam, Frankfurt, Madrid, Milan, Munich, Paris, Stockholm and New York. It maintains a local origination network and builds and preserves close relationships with sponsors, borrowers and local intermediaries.
[2] Jefferies Credit Partners (“JCP”) is the investment management division of Jefferies Finance LLC, an over 20-year-old joint venture between Massachusetts Mutual Life Insurance Company, a global, diversified life insurance and financial services organization, and Jefferies Financial Group Inc. a leader in global investment ba

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This growth reflects the increasing demand for JANA’s integrated investment solutions, which combine investment strategy advice, manager research, portfolio management and implementation within a single solution. The growth in JANA’s Implemented Consulting offering has been driven by a series of institutional mandate wins across the not-for-profit, wealth and insurance segments, totalling approximately $3.5 billion over the past three years, alongside additional client flows and investment market appreciation.

Leon Tisdell, General Manager Investment Trusts at JANA, said the growth reflected increasing demand from institutional investors seeking a partner that could combine investment expertise with flexible implementation solutions.

“Institutional investors are managing increasingly sophisticated portfolios while facing growing governance and oversight obligations,” Mr Tisdell said.

“Clients are looking for investment partners that can deliver high-quality research, portfolio construction and manager selection capabilities, while also providing implementation and governance support through structures that can adapt to their specific needs.”

A particular area of interest has been JANA’s Tailored Investment Vehicles – tailored for a single institutional investor, which allows them greater flexibility to select their own underlying fund managers within a JANA-governed trust structure.

“Institutional investors are increasingly looking for investment structures that reflect their own governance requirements and investment philosophy, rather than having to adapt to standardised solutions,” Mr Tisdell said.

“JANA Tailored Investment Vehicles provide that flexibility over manager selection while benefitting from JANA’s institutional governance and implementation expertise. This combination is proving to be what many insurance and not-for-profit investors are looking for right now.”

JANA has been constructing and managing multi-manager portfolios for more than 25 years, drawing on its investment research, portfolio construction and governance capabilities to deliver customised investment solutions for institutional clients.

“We expect client needs to continue evolving as they seek greater flexibility in how their portfolios are governed and implemented,” Mr Tisdell said. “Our focus remains on helping clients access sophisticated solutions which meet these requirements.”

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Paul La Macchia

JANA Investment Advisers (‘JANA’) has appointed Paul La Macchia as Wealth Sales Director, as it continues to expand its wealth capability and presence in the wholesale market.

This newly created role reflects JANA’s continued growth in the wealth market, where it advises approximately A$15bn in client funds, including more than A$3.4bn in managed accounts.

Paul’s appointment reinforces JANA’s commitment to supporting advisers and wealth clients with institutional-quality investment expertise, portfolio design, governance and implementation support.

Reporting to GM of Wealth, Zac Leman, Paul will focus on deepening client relationships across the wealth market, working closely with financial advisory groups, dealer groups and platforms to support clients in accessing JANA’s investment insights and portfolio solutions.

Paul joins JANA from BT Financial Group, where he held the role of Senior New Business Manager NSW. He brings over two decades of experience in business development roles, working closely with Independent Financial Advisers (IFAs), high-net-worth private wealth firms, and national dealer groups.

Zac Leman, General Manager, Wealth, at JANA, said: “Paul’s extensive client engagement experience and proven business development track record will be instrumental as JANA accelerates its expansion in the wealth market. As client needs evolve, his strategic insight and deep understanding of market dynamics will play a key role in strengthening our presence and enhancing our wealth offering.”

Paul La Macchia, Wealth Sales Director, at JANA, said: “I’m looking forward to working closely with advisers and wealth clients to help them achieve better investment outcomes through practical insights and portfolio solutions. I am confident JANA has a compelling offering for IFAs and private wealth firms, particularly as advisers seek greater efficiency and trusted investment partners. I’m excited to be joining a team with strong investment expertise and a genuine commitment to putting clients first.” Paul commenced his role at JANA on Tuesday 30 June.

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Zac Leman

JANA Investment Advisers (JANA) is pleased to announce the appointment of Zac Leman as General Manager, Wealth.

Zac’s appointment reflects strong growth and momentum in JANA Wealth, with total wealth client funds under advice or management of ~A$15bn, including more than A$3.4bn in managed accounts. It also underscores JANA’s continued investment in senior leadership to support scale, innovation and strong client outcomes.

The appointment comes at a time of significant structural change across the wealth and advice sectors, as clients increasingly seek institutional-quality insights to meet growing portfolio, governance and implementation complexity.

This move reinforces JANA’s ongoing focus on expanding its wealth capability, building on sustained growth and long-established expertise across advice, research, portfolio construction and implementation.

Zac will lead JANA’s Wealth business strategy, strengthening advice, investment, operational and implementation capabilities to support continued growth in the Wealth segment. Michael Karagianis will continue to lead JANA’s Wealth consulting relationships.

The appointment follows the recent strengthening of JANA’s investment leadership with the appointment of Matt Wacher as Chief Investment Officer, reinforcing alignment across investment strategy and client delivery as the business continues to scale.

Lauren O’Neill, General Manager, Strategy & Innovation at JANA, said: “Zac’s appointment strengthens our leadership at a time when clients are seeking more sophisticated, institutional-quality capability that’s delivered to meet their needs. Drawing on his deep understanding of the wealth and advice landscape, Zac will play a key role in expanding access to our investment expertise, and delivering consistent, high-quality advice and implementation outcomes.”

Zac Leman said: “JANA’s client-first philosophy, purpose-led approach and its depth of investment capability strongly align with how I think about delivering value to clients. The business has built real momentum in the wealth segment, and I’m excited to be joining at a time of opportunity and growth.

The wealth sector continues to evolve, with increasing demand for more sophisticated, outcome-focused solutions. I’m looking forward to working closely with clients and partners to build on JANA’s strengths and deliver advice and implementation that supports long-term value creation.”

Zac was most recently Head of Managed Accounts and Direct Equities at BT Financial Group and has also held senior roles at Mason Stevens and Next Financial. He officially commenced his role at JANA on 4 May 2026.

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Matt Wacher

JANA Investment Advisers (JANA) has appointed Matt Wacher as Chief Investment Officer (CIO), strengthening investment leadership and alignment across its investment capabilities.

The appointment reflects JANA’s continued evolution as client demand, portfolio complexity and regulatory expectations continue to grow across segments and mandates.

Reporting to JANA’s Chief Executive Officer, Georgina Dudley, and joining the Executive Leadership Team, Mr Wacher will lead JANA’s overarching investment strategy and oversee investment outcomes across all client segments and mandates.

In this role, Mr Wacher will provide leadership across JANA’s investment research, investment strategy and sustainability functions.

Ms Dudley said the CIO appointment reflects the increasing breadth and complexity of client needs.

“JANA has a team with real depth across research, strategy and sustainability, and I’m incredibly proud of what they’ve built,” Ms Dudley said.

“As demand continues to broaden across our clients, the work is becoming more multi-dimensional as we support a wider range of client objectives and portfolio needs.”

“A Chief Investment Officer role strengthens investment leadership across our business and ensures we continue to deliver disciplined, long-term outcomes for our clients.”

Mr Wacher said, “I’m excited to join JANA at a time when clients are placing an even greater emphasis on disciplined decision-making and consistent oversight.”

“JANA has built strong investment capability grounded in rigorous research and thoughtful portfolio construction,” Mr Wacher said.

“My focus will be to provide leadership across the investment function, build on the depth already in place, and ensure we continue delivering disciplined, long-term outcomes for clients.”

Mr Wacher joins JANA from Morningstar Investment Management, where he was Chief Investment Officer, Asia Pacific, leading multi-asset investment strategy and portfolio management across the region. He also served as Chair of Morningstar’s Global Investment Committee, overseeing investment methodologies and governance across its global investment operations. In these roles, he oversaw approximately US$15 billion across diversified multi-asset strategies.

Earlier in his career, Mr Wacher held senior investment roles at Qantas Superannuation, Russell Investments and CMC Markets, spanning multi-asset portfolio construction, institutional investment solutions, and investment markets across Australia and Japan.

Matt Wacher will commence his role at JANA on Tue 19 May.

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Andrew Cassar

Australia’s equity market is becoming harder to trade in size, even when headline liquidity metrics look benign. Rising passive ownership and a shrinking actively traded free float are weakening price discovery and amplifying single-stock moves, with direct implications for portfolio construction and rebalancing.

JANA Investment Advisers’ latest research^[1] examines the structural forces reshaping Australian equity markets, finding that the rise of passive ownership – compounded by regulatory changes and shifts in investor behaviour – is fundamentally altering market dynamics, liquidity, and volatility, with direct implications for portfolio construction.

As price-insensitive index flows have grown as a share of overall market activity, the nature of price discovery has fundamentally shifted. In periods of heightened volatility, including those currently being experienced amid elevated geopolitical uncertainty, these mechanical reallocations can intensify short-term swings as capital is pulled toward outperformers and pushed away from laggards.

The structural shift underway in Australian equities is likely to continue, with passive ownership expected to approach levels seen in Canada and the United States.

These dynamics appear structural rather than cyclical, suggesting that portfolio construction approaches developed under higher-turnover, more-liquid market conditions may warrant reassessment.

Implications for portfolio construction

For institutional investors, these dynamics point to lower market turnover, extending performance cycles and a greater role for momentum as a driver of returns.

While headline volatility will remain compressed at a surface level, underlying market behaviour suggests greater single‑stock volatility and tail risk.

As a result, tighter portfolio risk controls and more deliberate portfolio construction are becoming increasingly important, particularly amid a backdrop of declining investor tolerance for underperformance.

A blend of core and non-core exposures, styles, and investment timeframes is essential for managing risk and reducing reliance on any single return driver. Laddering investment timeframes can help improve resilience across market regimes and reduce concentration risk.

In this environment, both fundamental and systematic active managers continue to play a critical role in supporting price discovery and capturing inefficiencies that passive strategies cannot address.

Key findings

• Passive and index ownership has grown as a proportion of the S&P/ASX 300 register over the past decade, with the trend accelerating, though Australian passive penetration remains below the United States level of approximately 50%.
• The Your Future, Your Super regulatory reforms have had unintended consequences, driving greater adoption of enhanced passive and index-following strategies as superannuation funds respond to underperformance disclosure requirements.
• Free float turnover for the S&P/ASX 300 fell to 53% in 2024, well below the long-term of 78% since 2002, indicating structurally lower liquidity. In the banking sector, turnover has fallen further to just 33%, down from a historical median of 55%.
• Headline market volatility has compressed, while single-stock volatility has increased, and tails have grown fatter. Intraday trading ranges on earnings release days have risen sharply over the past three years as thin order books amplify price swings.
• Over the past decade to August 2025, M&A activity has far outpaced IPOs (168 M&A transactions above $100 million occurred, against only 67 IPOs). Combined with approximately $60 billion in on-market buybacks concentrated in Materials and Financials, the available free float and diversification opportunity set has materially reduced.
• The inherent momentum embedded in market-cap-weighted indices is being amplified by passive flows, reinforcing short-term price trends and intensifying stock-specific swings when catalysts emerge. The August 2025 reporting season provided clear illustrations: CBA’s continued premium re-rating despite a modest earnings beat, Woolworths’ ~12% fall on a double-digit profit decline, and Coles lifting over 8% on a clean result.
• While bid-ask spreads have narrowed across large, mid and small caps, this masks a more fragile liquidity environment beneath the headline metrics.

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Notes:
[1] The analysis in this article draws on market return, fundamental, and institutional ownership data sourced from FactSet, covering the S&P/ASX 300 constituent universe. FactSet is a leading global provider of integrated financial data and analytics, used by JANA for index-level return series, free float turnover metrics, institutional ownership categorisation (active versus passive), buyback and M&A transaction data, and historical volatility analysis. Additional context on intraday earnings-day trading ranges was sourced from UBS and Barrenjoey via Yarra Capital Management. All data is current as of the time of writing.

By Andrew Cassar, Head of Australian Equities

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Sai Srinivasan

JANA Investment Advisers (JANA) has been appointed as the Implemented Consultant for TasBuild, who is responsible for managing the portable long service leave entitlements on behalf of workers in the building and construction industry in Tasmania.

TasBuild will benefit from JANA’s specialist liability-aware consulting capabilities, including actuarial expertise and asset-liability modelling to support investment decision making. This is particularly relevant for long service leave funds and redundancy trusts targeting specific funding ratios in an environment of market volatility and governance complexity.

JANA will provide holistic investment advice, portfolio construction and implementation services that support the long-term sustainability of the Fund.

The mandate underscores JANA’s continued growth, reflecting continued demand from statutory and purpose-led organisations for long-term, outcome-focused investment partnerships supported by deep institutional expertise and implementation capabilities.

Sai Srinivasan, Head of Client Development at JANA said: “We are delighted to be appointed as TasBuild’s investment consultant. TasBuild plays a critical role in supporting workers in the Tasmanian construction industry, and we are proud to partner with an organisation so deeply aligned to the wellbeing of workers across the state.”

JANA brings together advisory expertise and execution capability, helping liability-aware funds like TasBuild make confident investment decisions and deliver resilient, long-term outcomes for members.

Mark Williams, Chief Executive Officer of TasBuild said: “Our engagement with JANA has reinforced the strong cultural alignment between our organisations – particularly our shared commitment to disciplined governance, thoughtful investment strategy and long-term outcomes. We are confident JANA’s deep institutional experience will support TasBuild in continuing to deliver strong, resilient outcomes for our members.”

The appointment builds on JANA’s track record of supporting a range of clients across superannuation, endowments, insurers and statutory funds with strategic, long-term investment solutions.

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Daniel Park

JANA Investment Advisers (JANA) is pleased to announce the appointment of Daniel Park as Investment Grade Debt Lead.

Daniel’s appointment builds on JANA’s established investment grade debt capability, further strengthening support for clients navigating increasingly complex fixed income environments.

Reporting to Robert Moore, Head of Debt Research, Daniel will lead JANA’s investment grade debt research function, with responsibility for manager research, capital markets analysis and portfolio construction. He will work closely with JANA’s consulting and investment teams and play a key client-facing role, supporting investment committees and boards as a subject matter expert in investment grade debt.

Mr Park joins JANA from Mercer, where he was Head of Fixed Income within the Pacific region. Prior to this, he held senior roles at BT, including Head of Income and Alternatives and Head of Interest Rates, overseeing multi-billion-dollar public and private debt portfolios.

Daniel Park said: “Investment grade debt markets are evolving rapidly, and investors are facing a more complex mix of risks and opportunities. I’m looking forward to contributing to JANA’s strong investment grade debt research capability across manager research and portfolio construction.”

Robert Moore, Head of Debt Research at JANA, said: “The fixed income environment is becoming more dynamic, with higher interest rates, increased volatility and greater breadth and dispersion across credit markets changing the opportunity set for investors. Daniel’s deep expertise across investment grade credit, capital markets and multi-manager portfolio construction strengthens JANA’s ability to navigate this evolving landscape and support clients with robust, forward-looking advice.”

Daniel officially commenced his role at JANA on 19 January 2026.

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Oscar Lonergan

JANA Investment Advisers (‘JANA’) is pleased to announce the appointment of Oscar Lonergan as Senior Client Development Director.

JANA supports a broad range of institutional clients across superannuation, wealth, not-for-profits, insurance and other sectors. Oscar’s appointment strengthens JANA’s support for not-for-profit (NFP) and liability-aware investors seeking an institutional-quality consultant or investment implementation partner.

Reporting to Sai Srinivasan, Head of Client Development, Oscar will focus on partnering with prospective clients across the NFP and liability-aware sectors, including general, life and private health insurers, as well as long service leave and redundancy trusts.

In this role, Oscar will engage with organisations, to help meet their investment goals aligning JANA’s investment, governance and responsible investments capabilities, as well as more integrated support across advice and implementation, where required.

Many institutions in the NFP and liability-aware segments operate with limited internal resources and therefore seek more integrated support to execute their investment strategy. Over the past five years, JANA’s implemented consulting platform has grown from $11 billion to over $18 billion, reflecting increasing client demand. This scale provides additional benefits for clients, including access to a broader range of fund managers and strategies.

Mr Lonergan joins JANA from Russell Investments, where he held senior institutional business development roles, most recently as Institutional Business Development Manager, working closely with NFP, Insurance and Government clients.

Oscar Lonergan said: “NFP and liability-aware investors are operating in an increasingly complex environment, and there is growing demand for advice that is both rigorous and practical. I’m excited to be joining JANA and working with clients to support their purpose and long-term objectives.”

Sai Srinivasan, Head of Client Development at JANA, said: “Oscar’s experience working with NFP and liability-aware investors will be instrumental as we continue to support clients navigating more complex investment, governance and implementation requirements.”

Oscar officially commenced his role at JANA on Monday 19 January 2026.

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