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IFM Investors

PRI reporting framework 2018

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - INF 03]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG issues [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 14]
Direct - Listed Equity Active Ownership
Engagement [LEA 01 - 14] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 14] (Proxy) voting and shareholder resolutions [LEA 15 - 24] Overview [LEA 15] Process [LEA 16 - 20] Outputs and outcomes [LEA 21 - 24]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 13] Implementation processes [FI 01 - 03] (C) Implementation: Integration [FI 11 - 13] Fixed income - Engagement [FI 15 - 17] Outputs and outcomes [FI 18 - 19]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-investment (selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure monitoring and operations [INF 12 - 14] Infrastructure maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Assurance
Assurance [CM1 01.1 - 01.7]
Export Public Responses
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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

IFM Investors is an investor-owned global fund manager with A$100.7 billion under management as at 31 December 2017 across four asset classes: Infrastructure, Listed Equities, Debt Investments and Private Equity.

IFM Investors was established in 1994 by profit-for-members pension funds. The firm is owned by 27 Australian pension funds and has a sole focus on institutional funds management for aligned, institutional investors.

A key differentiator for IFM Investors is the philosophical alignment of our firm with the interests of investors. Our priority to maximise net investor returns closely aligns us with the objectives of our owners, many of which are also our clients and invest with us on behalf of their members. New clients invest alongside like-minded, well-capitalised investors that seek to maximise long-term net returns through a patient and strategic investment approach.

IFM Investors seeks and secures investment opportunities internationally and has 284 like-minded institutional investors around the globe. We have offices in in Australia (Melbourne and Sydney), Europe (London and Berlin), North America (New York) and Asia (Tokyo, Hong Kong and Seoul). We seek investments that make sense on a risk-return basis for like-minded, well-capitalised institutional investors, which include:

  • Pension funds
  • Non-pension investment funds
  • Government entities, including sovereign wealth funds
  • Endowments and foundations
  • Universities
  • Insurers.

 

OO 02. Headquarters and operational countries

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

Australia

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).

330 FTE

02.4. Additional information. [Optional]

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]

Across our firm and asset classes, IFM Investors is a responsible investor and we are committed to the enhancing the productive capacity of companies in which we invest in a sustainable, long-term manner. IFM Investors has been a signatory to the United Nations supported Principles for Responsible Investment since 2008.

OO 04. Reporting year and AUM

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

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

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

04.5. 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. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 25.9 0 0
Fixed income 10-50% 10.6 0 0
Private equity <10% 1.7 0 0
Property 0 0 0 0
Infrastructure 10-50% 42.8 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 10-50% 19 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

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

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

Infrastructure - IFM Investors manages A$43 billion (US$34 billion) in infrastructure on behalf of more than 240 institutional investors, investing together in this long-term asset class. We carefully target core infrastructure in developed markets and currently have interests in 31 investments across Australia, North America and Europe. We currently run two funds – the Australian Infrastructure Fund and the Global Infrastructure Fund.

Debt Investments - IFM Investors is a specialist credit, infrastructure debt and cash manager. We manage A$30 billion (US$23 billion) of debt investments globally on behalf of long-term, institutional investors. Given our global reach, scale and reputation, we are a preferred partner for credit issuers, giving investors access to debt market investments globally

Listed Equities - IFM Investors offers an extensive range of active, indexed and smart beta options with global capability. We manage more than A$26 billion (US$20 billion) in listed equities on behalf of institutional investors. We currently offer Active Equities strategies (both large and small caps) and Indexed Equities strategies.

Private Equity - IFM Investors is one of Australia's leading investors in private equity markets, with a strong track record since 1998. Our unique model, as an institutional investment manager owned by Australia’s largest superannuation funds, enables us to provide a differentiated and attractive proposition to portfolio companies and clients as a true investment partner.

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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