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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$90.9M in ETFs

Passive

100%

$90.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$90.9M1,940,759100.00%

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