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Showing 51 - 60 of 78 results for %22Plato Investment Management%22

Part-pensioners short-changed by asset test changes

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
... their retirement income strategy to avoid losing out to the 2017 asset test changes, according to Plato Investment Management research. Plato's research found that in order to maintain current standard of living, retirees will need to generate 7.8% per ...

Plato releases global managed risk fund for retirees

ALEX BURKE  |  TUESDAY, 12 APR 2016
Plato Investment Management has launched a managed risk version of its Global Shares Income Fund, targeted at retiree investors looking for access to global equities. The goal of the managed risk fund is to deliver income while "substantially" reducing ...

Lonsec adds to retirement industry panel

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
... partners, BT Investment Management, Colonial First State Investments, Macquarie Investment Management and Plato Investment Management. "We pride ourselves on our ability to provide innovative yet practical solutions for retirement planners, and the Industry ...

Plato fund highly rated by SQM

MARK SMITH  |  TUESDAY, 15 MAR 2016
The Plato Global Shares Income Fund has been given a 4 1/4 stars rating from independent research company SQM. SQM said the rating reflects the "highly qualified and deeply experienced portfolio management team" and the "specific dividend capture strategy ...

Plato appoints senior manager for Global Shares Fund

MARK SMITH  |  FRIDAY, 26 FEB 2016
Plato Investment Management has hired a senior portfolio manager to manage its newly launched Global Shares Income Fund. Daniel Pennell joined the fund manager from Realindex Investments, a Colonial First State subsidiary focused on smart beta. As lead ...

Pinnacle appoints distribution director

ALEX BURKE  |  TUESDAY, 16 FEB 2016
... held multiple roles at UBS. At Pinnacle she will oversee distribution for Resolution Capital, Palisade, Antipodes Partners, Plato and Metrics Credit Partners, representing over $19 billion in total funds under management. "After 16 years in London, I'm ...

AMP Capital joins retirement education portal

MARK SMITH  |  WEDNESDAY, 11 FEB 2015
... Asset Management, Colonial First State, Macquarie Investment Management, BT Investment Management and Plato Investment Management. Lonsec's general manager - investment consulting Lukasz de Pourbaix believes that demographic changes will make funding ...

Plato hires senior quant analyst from SSgA

MARK SMITH  |  TUESDAY, 10 FEB 2015
Quantitative equities boutique Plato Investment Management has appointed a senior quantitative analyst from State Street Global Advisors (SSgA). Dr Jonathan Whiteoak will primarily be responsible for driving research into quantitative stock selection ...

Plato partners Milliman to offer retiree income solution

MARK SMITH  |  FRIDAY, 4 APR 2014
Plato Investment Management has teamed up with Milliman to develop and income strategy for retirees which will allow them to maintain higher weightings to growth assets whilst managing the risk of a GFC-style shock. Many superannuation funds see "lifecycle" ...

Stakeholders form retirement panel to assist advisers

LAURA MILLAN  |  THURSDAY, 24 OCT 2013
... Lonsec Research, Milliman, BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management. The initiative will mainly address issues such as portfolio construction in retirement and will be divided in three advice ...