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IFM Investors

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

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

01.2. Additional information. [Optional]

IFM Investors is an investor-owned global fund manager with A$163.2 billion under management as at 31 December 2019 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 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 443 like-minded institutional investors around the globe. We have offices in in Australia (Melbourne and Sydney), Europe (London, Berlin and Zurich), 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).

460 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 Principles for Responsible Investment since 2008.


OO 04. Reporting year and AUM

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

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]


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

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

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 27.4 0 0
Fixed income 10-50% 10.8 0 0
Private equity <10% 0.9 0 0
Property 0 0 0 0
Infrastructure 10-50% 41.7 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 10-50% 19.2 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. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

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

Infrastructure - IFM Investors manages A$68 billion (US$48 billion) in infrastructure on behalf of more than 380 institutional investors, investing together in this long-term asset class. We carefully target core infrastructure in developed markets and currently have interests in 32 infrastructure investments globally. We currently manage two funds - the IFM Global Infrastructure Fund and the IFM Australian Infrastructure Fund.

Debt Investments - IFM Investors is a credit, infrastructure debt, bond and treasury services manager. We manage A$49 billion (US$34 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 A$47 billion (US$31 billion) in listed equities on behalf of institutional investors. We have a track record in Listed Equities dating back to 1996.

Private Equity - IFM Investors is one of Australia's leading investors in private equity markets, with a track record dating back to 1998. Our private equity platform allows investors to access unlisted investments across targeted risk/return profiles that would be otherwise difficult to access.


OO 07. Fixed income AUM breakdown (Private)


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


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

95 Developed Markets
5 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

The vast majority of IFM Investors' investments are in developed markets. For certain investment strategies, emerging markets may constitute a small portion of our exposure. Appropriate risk premiums are attributed to country specific characteristics.


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