IFM Investors Pty Ltd

RIASEC RegisteredEst. 2013
Total AUM
$153B
Discretionary
$87.7B
57% of AUM
Avg account
$2.1B
Accounts
72
Employees
717
Advisory reps
16

Firm details

Headquarters
Melbourne,
CRD number
162754
Registered since
October 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles61.37%
  • 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

FINTRX

Overview

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

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 61%, Investment Grade Corp Bonds 23%, Cash & Cash Equivalents 9%, Other 5%, Non-Investment Grade Corp Bonds 2%61%
  • Exchange Traded Equities61%
  • Investment Grade Corp Bonds23%
  • Cash & Cash Equivalents9%
  • Other5%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

3 of 3
  • Joshua Lim

    Joshua Lim

    Deputy Chief ExecutiveCRD 6042374

  • Esperanza Cerdan

    Esperanza Cerdan

    Chief Risk OfficerCRD 5998344

  • David Neal

    David Neal

    Chief Executive OfficerCRD 7250839

Contacts

3 of 13
  • Grant Dempsey

    Grant Dempsey

    Board MemberCRD 7182681

  • John Denton

    John Denton

    Board MemberCRD 7017140

  • Deborah Kiers

    Deborah Kiers

    Non-Executive DirectorCRD 6401240

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$94.5M in ETFs

Passive

100%

$94.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$94.5M1,913,759100.00%

Location

Primary office

Melbourne, null

Location

Melbourne, null

Headquartered in Melbourne, null.

Address
Level 33 50 Lonsdale St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth