Plato invests in Australian and Global equities. We offer a number of strategies to clients which all now incorporate our proprietary red flags factor which incorporates 43 ESG factors as well as other factors to avoid high risk firms and/or increase weighting to high quality low risk firms.
Plato has the capability to include ESG tilts as well as Carbon/Green House Gas reduction in all of our strategies.
We have developed a capability of introducing either Carbon reduction or ESG exposure management effectively and pragmatically such that the investment objectives remain unchanged.
Plato currently run multiple mandates that have specific ESG and/or Carbon reduction targets.
The main startegy types we offer can be categorised as follows.
Enhanced Index - Benchmark aware active product with low tracking error and low fee characteristics. The realised IR of this strategy is around 1.6.
Equity Income (Australia) - Benchmark aware equity income fund delivering around 9pct income including franking credits as well as full market exposure.
Equity Income (Global) - Global equity income fund delivering around 6pct income as well as full market exposure.
Low volatility equity - A lower volatility strategy that combines both low volatility approaches with equity valuation and alpha aware characteristics. The target risk reduction is at least 15% lower than the benchmark, and return target is benchmark plus 3% p.a.
Global market neutral funds which will incorporate amongst other elements, ESG alpha model factors.