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Irish Life Investment Managers

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

ILIM is a global investment management firm with over c€64bn in assets as at 31.12.2016 across a broad range of asset classes including equities, fixed income and alternative assets. ILIM manage assets on behalf of a diverse range of global institutional clients including pension plans, investment advisers, insurance companies, corporations, charitable s and sovereign funds across UK, Europe and North America.

ILIM’s investment management capabilities and tailored approach to meeting client’s investment management needs are proven to add value to our clients and are evident in our high caliber international client base and our leading domestic position.

(i)            Client Centric Business

ILIM is committed to the development and provision of the most appropriate investment solutions for our clients. A key differentiating factor for ILIM is our ability to deliver bespoke solutions that enables clients to meet their specific investment objectives. The flexibility and quality of our service and focus on tailoring solutions has delivered both client value and a competitive advantage relative to international asset managers.

Understanding our clients’ investment objectives and addressing their specific needs is at the centre of every decision we make. We consistently demonstrate the insight, dedication and ability necessary to identify and anticipate the changing needs of our clients. Product development, service enhancement and operational flexibility have been critical to achieving this. 

Recognising, the needs of our clients and building a business centred around them ensures we will always remain a relevant and valued investment partner as they seek to achieve their investment objectives into the future.

(ii)           Investment Capabilities

ILIM’s investment philosophy is that by delivering structured investment processes, we aim to manage risk and deliver the desired outcomes to clients. In this regard, ILIM offers a range of Multi-Asset portfolios, indexed solutions to track specified indices and quantitative solutions.

(iii)          Quantitative Asset Management Expertise

Established in 1996 our Quantitative Strategies Group (QSG) have over €4bn in Multi-Asset portfolios and €5bn in quantitative strategies as of 31.12.2016. The QSG are a core part of the solution ILIM deliver to clients and are responsible for the research, development and management of ILIMs quantitative equity strategies.

With over 15 years’ experience and a demonstrable track record and performance in harnessing factor premia and managing alternative/smart beta strategies, the team has continued to deliver innovative solutions to help clients meet their investment objectives including;

  • Specific tactical equity overlays;
  • Low volatility equity strategies across regional and global markets;
  • Multi factor equity strategies across regional and global markets, and;
  • Multi-Asset Portfolio Solutions designed to meet specific investor needs

(iv)          Indexation Expertise                  

With total indexed assets under management of c€46bn as at 30.12.2016, Indexation is a core business at ILIM and is evidenced by of our proven capabilities, highly accredited indexation process and flexibility of service in relation to tailored mandates.

The strength of our indexation capabilities and operational processes are evidenced by the “A/Buy” global ratings we have secured from major international investment consultancies.  

Unlike our competitors who have a house preference for the range of index options that they will make available, ILIM offers a very different and unique proposition which is particularly attractive to product manufacturers and investment allocations.

In ILIM, we view indexation as a competency and view systems and processes as enablers. We have the ability and operational infrastructure to provide index products to any index, region, sector, factor and theme. Therefore we do not seek to limit the potential options available to our clients thereby giving them the maximum flexibility and scope to use indexation effectively and capture its full potential in their client solutions and for the profitability of their businesses. ILIM apply our core competency to enable clients access the full breadth of strategies available from index providers globally and to build bespoke indexed solutions where required. Our clients use this flexibility for a variety of different purposes including ESG overlays, factor based overlays, currency hedging and accessing new index options.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Ireland

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

183 FTE

02.4. Additional information. [Optional]

ILIM is an investment firm authorised by the Central Bank of Ireland under the European Communities (Markets in Financial Instruments) Regulations 2007 (MiFID). Our products and services are available across Europe.

ILIM is registered with the SEC as an investment adviser pursuant to the Investment Advisers Act of 1940, as amended (the “Advisers Act”).

ILIM has been granted the International Adviser exemption from registration in Manitoba and Ontario in Canada.
 


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 46 0 0
Fixed income 10-50% 34 0 0
Private equity 0 0 0 0
Property <10% 5 0 0
Infrastructure <10% 5 0 0
Commodities <10% 1 0 0
Hedge funds <10% 1 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 8 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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