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 corporate, institutionally focused investment manager that operates across hedge fund and multi-strategy activities. The firm provides portfolio management for pooled investment vehicles and for institutional clients, and it also performs manager selection for external advisers. It reports both percentage-of-AUM and performance-based fee arrangements and identifies as an active ESG investor. Regulatory filings show the adviser has been registered with the SEC since 2013. On the business-affiliation side, IFM acts in several roles beyond pure advisory: it is linked with broker-dealer activity and serves as sponsor, general partner, or managing member of pooled vehicles. The firm is listed as a non-capital allocator, indicating it primarily manages or advises funds rather than operating as a direct proprietary investor.
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 3JOSHUA LIM
Deputy Chief ExecutiveCRD 6042374
ESPERANZA CERDAN
Chief Risk OfficerCRD 5998344
David Neal
Chief Executive OfficerCRD 7250839
Contacts
3 of 13GRANT 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
$90.9M in ETFs
100%
$90.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $90.9M | 1,940,759 | 100.00% |
Location
MELBOURNE, null
Location
MELBOURNE, null
Headquartered in MELBOURNE, null.
- Address
- Level 33 50 Lonsdale St
- Office locations
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