News & Insights

New Hire for Plato’s Global Shares Income Fund



25 February 2016: Daniel Pennell recently joined Plato Investment Management (Plato) as a Senior Portfolio Manager to manage the firm’s newly launched Global Shares Income Fund.

Daniel brings to Plato a wealth of global product experience, benefiting Plato’s investors.

Prior to Plato, Daniel was a Portfolio Manager at Realindex Investments, a subsidiary of Colonial First State group, focused on Smart Beta solutions for clients. As the lead manager, he was responsible for all Developed and Emerging Market equity products.

Daniel has also held positions at State Street Global Advisors (SSGA) in Sydney and London. In Sydney, Daniel worked in the Global Structured Products Group as a Senior Investment Manager. He was responsible for managing a broad range of strategies including ETFs, After Tax mandates, Smart Beta and optimised portfolios. In London, Daniel managed active strategies and a range of global indexed products.

Dr Don Hamson, Managing Director, Plato welcomed Daniel to the company. “We are very excited to have Daniel’s global portfolio management expertise to apply to our newly launched Global Shares Income Fund. We are getting great feedback from both clients and the industry on our strategy, and I know it is in the right hands with Daniel”.

Daniel has a Bachelor of Science with Honours from the University of Birmingham and holds the Chartered Financial Analyst (CFA) designation. Daniel is a member of both the Chartered Financial Analyst Institute and the CFA Society of Sydney.