IFM Investors was established by a group of Australian industry pension funds more than 25 years ago to protect and grow the long-term retirement savings of their members.

Our investment strategy centres on the ownership and operation of critical community infrastructure, and holdings in four asset classes – Infrastructure, Debt, Listed Equities and Private Equity.

Our responsible investment approach prioritises addressing climate change risk, ensuring constructive labour relations, building diverse and inclusive workplaces, paying our fair share of tax and meeting the expectations of the communities where we invest.

IFM Investors has been a signatory to the United Nations supported Principles for Responsible Investment since 2008. We aim to reduce the carbon impact of our investments, targeting net zero greenhouse gas emissions across our asset classes by 2050.

Operating from 10 offices globally, IFM Investors manages €122bn funds under management, as at 31 March 2022, on behalf of more than 600 like-minded and aligned institutions.

Recent highlights

  • Global FUM of €122bn (as at 31 Mar 2022)
  • 600+ aligned institutional investors across 24 countries
  • Global portfolio of 36 portfolio infrastructure assets, located across Europe, the Americas and Australia
  • IFM Investors is targeting net zero carbon emissions across its investment portfolios by 2050, and has set a 2030 emissions reduction target of 40% for its infrastructure portfolio from 2019 levels.

Vision and beliefs

IFM Investors was established more than 25 years ago with the aim to protect and grow the long-term retirement savings of working people.

Aligned with the objectives of our founders, we prioritise the interests of our investors by focusing on investments that seek to deliver strong net returns over the long term.

Investing for the long term means addressing climate change risk, ensuring constructive labour relations, building diverse and inclusive workplaces and meeting the expectations of the communities where we invest.

We champion these ideals by actively engaging with the companies in which we invest. We believe this enhances their productive capacity, net performance and market reputation, while minimising long-term investment risk.

Our vision is to be the world’s most trusted institutional fund manager, consistently meeting and exceeding our objectives, and a brilliant place to work on behalf of a truly global collective.

Together, we are a diverse and talented global team, united in our purpose and the values we share

IFM Investors adheres to the following key investment beliefs:

  • Patient and strategic approach to investment management
  • Long-term investment time horizon
  • Rigorous and consistent approach to due diligence and valuation
  • Optimisation of net investment outcomes for investors
  • Competitive fee structures and appropriate alignment of incentives
  • Focus on responsible investment.

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. This allows new clients to invest alongside like-minded investors.

Further, 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 manner.

Investment process and research

Our experienced global teams of infrastructure and debt professionals come from an array of industry backgrounds.

Examples of our research resources and outputs include:

  • The annual IFM Climate Change Report that outlines the work underway to manage climate change risk across our investment portfolios, produced in line with the recommendations of the Taskforce on Climate-related Financial Disclosures.
  • The annual Responsible Business Report, which outlines the practical action we are taking to champion our responsible business ideals.
  • Our Annual Carbon Footprint disclosures – first published in 2017 – reporting the carbon emissions for our Global and Australian infrastructure portfolios
  • The proprietary three-phase methodology for infrastructure portfolio management –InFRAME – that analyses the underlying revenue streams of infrastructure assets we consider and manage. The InFRAME philosophy and framework have remained fundamentally sound for more than a decade and continues to play an important contributing role to the long-term success of our infrastructure strategy.
  • All of our teams are supported by multiple professional resources, including our Chief Economist, Dr Alex Joiner. Our infrastructure team is able to call on the services of 25 senior advisers across multiple sectors including energy, transportation, technology, labour practices, construction and government liaison.

Our services

Infrastructure: IFM Investors is a pioneer and leader in infrastructure investing on behalf of institutional investors globally, with a 25-year track record of success. We carefully target core infrastructure in developed markets and currently have interests in 36 investments across Australia, North America and Europe.

Debt Investments: IFM Investors is a specialist infrastructure debt, credit, core bond and cash manager, with a 20-year track record of success. 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: Listed equities play a key role in many institutional investors’ portfolios. IFM Investors offers an extensive range of active, indexed and smart beta options with global capability.

Private Equity: IFM Investors is one of Australia’s leading private equity investors, investing in the asset class since 1998. Our approach is based on combining strong investor alignment and market leading capabilities to deliver compelling relative and absolute returns. Today, we are focused on the provision of growth capital for services-based companies based in Australia or New Zealand.

Compliance statement || Material provided is for informational purposes only. It does not constitute an investment recommendation and should not be relied upon as investment advice. Past performance is no guarantee of future performance. This material has been prepared without taking into account the investment objectives, situation or needs of any particular person or entity. IFM Investors Pty Ltd recommends that before making an investment decision, each prospective investor should consult a financial adviser and consider whether any investments are appropriate in light of their needs, objectives and circumstances. IFM Investors Pty Ltd, ABN 67 107 247 727, AFS Licence No. 284404, CRD No. 162754, SEC File No. 801-78649