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 Vehicles61.4%
- 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
FINTRXOverview
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
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 Equities76%
- Investment Grade Corp Bonds16%
- Other4%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3
Joshua Lim
Deputy Chief ExecutiveCRD 6042374

David Neal
Chief Executive OfficerCRD 7250839

Esperanza Cerdan
Chief Risk OfficerCRD 5998344
Contacts
3 of 12Rajiv Vyas
Executive DirectorCRD 6929320

Sharon Michael
Head of CommercialCRD 7015885

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
$90.1M in ETFs
100%
$90.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $90.1M | 1,929,119 | 100.00% |
Location
Melbourne, null
Location
Melbourne, null
Headquartered in Melbourne, null.
- Address
- Level 33 50 Lonsdale St
- Office locations
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