Daniel Pennell
Portefeuillebeheerder-Aandelen bij Plato Investment Management Ltd.
Profiel
Mr. Daniel Pennell, CFA, is Senior Portfolio Manager at Plato Investment Management Ltd.
He joined Plato in November 2015.
He is the chair of the Plato ESG Committee.
Prior to Plato, Mr. Pennell 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.
He has also held positions at State Street Global Advisors (SSGA) in Sydney and London.
In Sydney, he 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 to a model portfolio and a range of global indexed products.
He has a Bachelor of Science with Honours from the University of Birmingham.
He is a member of both the Chartered Financial Analyst Institute and the CFA Society of Sydney.
Actieve functies van Daniel Pennell
| Bedrijven | Functie | Begin |
|---|---|---|
Plato Investment Management Ltd.
 Plato Investment Management Ltd. Investment ManagersFinance Plato Investment Management Ltd. (Plato) is a boutique investment management firm headquartered in Sydney, Australia. The firm was founded in 2006 and is majority owned and operated by their investment staff. Plato specializes in objective-based global and Australian equity investment solutions for wholesale and retail investors. | Portefeuillebeheerder-Aandelen | 01-11-2015 |
Eerdere bekende functies van Daniel Pennell
| Bedrijven | Functie | Einde |
|---|---|---|
First Sentier Investors Realindex Pty Ltd.
 First Sentier Investors Realindex Pty Ltd. Investment ManagersFinance First Sentier Investors Realindex Pty Ltd. (Realindex) is the wholly-owned investment management subsidiary of First Sentier Investors Holdings Ltd., itself a subsidiary of Mitsubishi UFJ Financial Group, Inc. (NYSE: MUFG) in Japan. The firm was founded in 2008 as Realindex Investments Pty Ltd. Headquartered in Sydney, Realindex provides systematic equity solutions to their clients. They are a socially responsible investor which excludes companies involved in munitions and armaments and applies screens to exclude tobacco and other ESG ‘red flag’ companies for certain clients. | Portefeuillebeheerder-Aandelen | 01-11-2015 |
State Street Global Advisors, Australia, Ltd.
 State Street Global Advisors, Australia, Ltd. Investment ManagersFinance State Street Global Advisors, Australia, Ltd. (SSGA Australia) an investment management firm headquartered in Sydney, Australia. The firm was founded in 1989 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT) in the US. SSGA Australia provides integrated solutions that combine investment management, transition management, trust, custody, recordkeeping, and administration services for corporations, private and public pension plans, endowments and foundations, sovereign wealth funds, central banks and intermediary investors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Daniel Pennell
| University of Birmingham | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
State Street Global Advisors, Australia, Ltd.
State Street Global Advisors, Australia, Ltd. Investment ManagersFinance State Street Global Advisors, Australia, Ltd. (SSGA Australia) an investment management firm headquartered in Sydney, Australia. The firm was founded in 1989 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT) in the US. SSGA Australia provides integrated solutions that combine investment management, transition management, trust, custody, recordkeeping, and administration services for corporations, private and public pension plans, endowments and foundations, sovereign wealth funds, central banks and intermediary investors. | Finance |
First Sentier Investors Realindex Pty Ltd.
First Sentier Investors Realindex Pty Ltd. Investment ManagersFinance First Sentier Investors Realindex Pty Ltd. (Realindex) is the wholly-owned investment management subsidiary of First Sentier Investors Holdings Ltd., itself a subsidiary of Mitsubishi UFJ Financial Group, Inc. (NYSE: MUFG) in Japan. The firm was founded in 2008 as Realindex Investments Pty Ltd. Headquartered in Sydney, Realindex provides systematic equity solutions to their clients. They are a socially responsible investor which excludes companies involved in munitions and armaments and applies screens to exclude tobacco and other ESG ‘red flag’ companies for certain clients. | Finance |
Plato Investment Management Ltd.
Plato Investment Management Ltd. Investment ManagersFinance Plato Investment Management Ltd. (Plato) is a boutique investment management firm headquartered in Sydney, Australia. The firm was founded in 2006 and is majority owned and operated by their investment staff. Plato specializes in objective-based global and Australian equity investment solutions for wholesale and retail investors. | Finance |
