IFM Investors Pty Ltd
Firm details
- Headquarters
- Melbourne,
- CRD number
- 162754
- Registered since
- October 10, 2013
- Website
- www.ifminvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.37%
- Pension & Profit Sharing Plans35.89%
- Insurance Companies2.58%
- Corporations / Businesses0.12%
- Charitable Organizations0.04%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
IFM Investors Pty Ltd is a corporation with a client base focused on institutions. The firm is registered with the SEC (initially registered in 2013) and is owned by a mix of a foreign entity and individual ownership. It operates as a multi‑strategy manager with hedge fund activity and broader fund management responsibilities, providing portfolio management for pooled vehicles and for institutional or business clients. The firm also performs selection of other advisers, indicating a role in manager selection in addition to direct portfolio management. The firm charges fees as a percentage of assets under management and may assess performance‑based fees. IFM Investors identifies as an active ESG investor, and its business affiliations include acting as sponsor or general partner of pooled investment vehicles and relationships with broker–dealers and other investment advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Investment Grade Corp Bonds23%
- Cash & Cash Equivalents9%
- Other5%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3
Joshua Lim
Deputy Chief ExecutiveCRD 6042374

Esperanza Cerdan
Chief Risk OfficerCRD 5998344

David Neal
Chief Executive OfficerCRD 7250839
Contacts
3 of 13
Grant Dempsey
Board MemberCRD 7182681

John Denton
Board MemberCRD 7017140

Deborah Kiers
Non-Executive DirectorCRD 6401240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$94.5M in ETFs
100%
$94.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $94.5M | 1,913,759 | 100.00% |
Location
Melbourne, null
Location
Melbourne, null
Headquartered in Melbourne, null.
- Address
- Level 33 50 Lonsdale St
- Office locations
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