IFM Investors Pty Ltd

RIASEC Registered
Total AUM
$203B
Discretionary
$128B
63% of AUM
Avg account
$2.5B
Accounts
80
Employees
933
Advisory reps
15

Firm details

Headquarters
Melbourne,
CRD number
162754
Registered since
October 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles61.4%
  • Pension & Profit Sharing Plans36.62%
  • Insurance Companies1.63%
  • Corporations / Businesses0.32%
  • Charitable Organizations0.03%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

IFM Investors Pty Ltd is a corporate investment manager that positions itself as a multi-strategy manager serving institutional clients. The firm is registered with the SEC (registration recorded in 2013) and operates with a fee model that includes asset-based fees and performance-based fees. Its advisory scope includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs selection of third-party advisers. IFM reports being an active ESG investor and is identified as both a hedge fund and a multifaceted fund manager. The firm also appears in sponsor/GP roles for pooled investment vehicles and has industry affiliations that include broker-dealer and other investment-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Investment Grade Corp Bonds 16%, Other 4%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds16%
  • Other4%
  • Cash & Cash Equivalents3%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

3 of 3
  • Joshua Lim

    Joshua Lim

    Deputy Chief ExecutiveCRD 6042374

  • David Neal

    David Neal

    Chief Executive OfficerCRD 7250839

  • Esperanza Cerdan

    Esperanza Cerdan

    Chief Risk OfficerCRD 5998344

Contacts

3 of 12
  • Rajiv Vyas

    Executive DirectorCRD 6929320

  • Sharon Michael

    Sharon Michael

    Head of CommercialCRD 7015885

  • Deborah Kiers

    Deborah Kiers

    Non-Executive DirectorCRD 6401240

Unlock 9 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$90.1M in ETFs

Passive

100%

$90.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$90.1M1,929,119100.00%

Location

Primary office

Melbourne, null

Location

Melbourne, null

Headquartered in Melbourne, null.

Address
Level 33 50 Lonsdale St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth