한국어 日本語 CLIENT LOGIN About Us Investment Capabilities Insights How We Invest IFM INVESTORS INSIGHT ARTICLES Previous Next Private Equity Insight Accelerating gender diversity in Australian workplaces IFM Private Equity Executive Network Panel Profile Private Equity Rapid technological changes are challenging historical assumptions about how infrastructure assets are operated and designed, and shifting the way consumers utilise and interact with infrastructure companies. For long term infrastructure investors, successfully navigating this complex environment requires a nuanced approach that does not simply react to industry trends, but anticipates future risks and potential investment opportunities. Read more All Articles Corporate Debt Investments Infrastructure Listed Equities Private Equity Economics Infrastructure Staying invested and managing the infrastructure climate transition Anna Engwerda-Smith, Director, Policy and Research Transitioning infrastructure assets to a net zero world is necessary, but not easy. Pension funds are well placed to take part given their alignment with members’ interests and patient, long-term, investment horizon. READ MORE Corporate Accelerating gender diversity in Australian workplaces IFM Private Equity Executive Network Panel Profile Helen Kurincic, the Chair of two ASX listed companies and a member of IFM’s Private Equity Executive Network Panel, discusses the changes that are needed to move Australia towards more gender diverse and inclusive workplaces. READ MORE Economic Update Economic Update September 2021 Alex Joiner, Chief Economist Many advanced economies are close to ‘peak rebound’ from pandemic driven recessions, with the tailwinds of expansionary fiscal and monetary policy set to fade and supply constraints posing a headwind to future growth. READ MORE Debt Investments Infrastructure debt – Opportunities in the post-COVID recovery Phelim Bolger, Director, IFM Investors As economies rebuild post-COVID, aided by government infrastructure investment, we expect increasing investment opportunity in infrastructure debt that can provide resilient income and relatively low risk compared to other fixed income alternatives. READ MORE Economic Update Economic Update June 2021 Alex Joiner, Chief Economist Advanced economies will experience stronger near-term growth as economies re-open and are fuelled by ongoing stimulus. Recent US inflation concerns have impacted markets but should be transitory as demand and supply normalise following the recovery phase. READ MORE Economic Insight The impact of unlisted infrastructure assets on portfolios Alex Joiner, Chief Economist Frans van den Bogaerde, Economist Unlisted infrastructure has the potential to provide solid returns in a low-yielding world that can facilitate effective portfolio diversification and contribute to improved risk adjusted returns. READ MORE Listed Equities IFM Active Equities: Research Recap 2020 Rob Pinnuck, Executive Director, Active Large Cap Equities Lachlan Davis, Head of Active Large Cap Equities Proprietary empirical research and testing are key components of our approach to managing Active Large Cap Equities. This article summarises four whitepapers our team delivered in 2020 and outlines the key implications for active equity portfolios. READ MORE Economic Update Economic Update March 2021 Alex Joiner, Chief Economist Global economies have come through what appears to be the worst of the COVID-19 crisis, with continued policy support and the roll out of vaccines giving rise to a relatively optimistic outlook. READ MORE Corporate IFM Investors 2020 Climate Change Report Chris Newton, Executive Director, Responsible Investment Our inaugural 2020 Climate Change Report outlines the work underway to manage climate change risk across our investment portfolios. It is in the format recommended by the Taskforce on Climate-related Financial Disclosures (TCFD). READ MORE Infrastructure IFM Investors Australian Infrastructure FY20 Carbon Footprint Kyle Mangini, Global Head of Infrastructure The Australian Infrastructure Portfolio FY20 Carbon Footprint Summary Report forms part of our ongoing effort and multi-year strategy to manage climate risk in the interests of our investors and their members and beneficiaries. READ MORE Infrastructure IFM Investors Global Infrastructure 2019 Carbon Footprint Kyle Mangini, Global Head of Infrastructure The Global ex-Australia Infrastructure Portfolio Carbon Footprint Summary Report 2019 forms part of our ongoing effort and multi-year strategy to manage climate risk in the interests of our investors and their members and beneficiaries. READ MORE Infrastructure InFRAME - An enduring methodology for building infrastructure portfolios Michael Landman, Executive Director Our proprietary risk management system – InFRAME – helps guide the decision-making process in constructing balanced, core infrastructure portfolios. Almost a decade on, our investment philosophy and framework have remained fundamentally sound. READ MORE Corporate Managing climate risk in investment portfolios Chris Newton, Executive Director, Responsible Investment This article is the second in a two-part IFM series on climate-related investment risks. It explains how we are managing climate-related risks in our investment portfolios, our achievements to date and goals for the future. READ MORE Corporate The investment risks of climate change Chris Newton, Executive Director, Responsible Investment This article is the first in a two-part IFM series on climate-related investment risks. It covers how we assess and better understand climate-related investment risks across our four asset classes – infrastructure, equities, debt and private equity. READ MORE Corporate 2020 Responsible Business Report David Neal, Chief Executive We are taking practical action to champion our responsible business ideals in our investment decision making and stewardship activities, as well as our own practices as a global employer and investor. READ MORE Economic Update Economic Update December 2020 Alex Joiner, Chief Economist Globally, a surge in COVID-19 in Q4 will weigh on near term growth, although the announcement of several promising vaccines has provided some light at the end of the tunnel. READ MORE Corporate Video: IFM commits to net zero emissions by 2050 David Neal, Chief Executive We have committed to reducing greenhouse gas emissions across our asset classes targeting net zero by 2050. Spearheaded by our investment team, we have established a multi-disciplinary taskforce to support this commitment. READ MORE Infrastructure Building retirement savings while preserving community trust Phelim Bolger, Director, IFM Investors Pension funds need to understand and anticipate the community’s implicit expectations about how they should invest in and manage community infrastructure assets in order to make these investments successful and maintain their social licence to operate. READ MORE Debt Investments How we manage ESG risk in debt portfolios Hiran Wanigasekera, Executive Director, Debt Investments Clint Dempster, Investment Director (Australia) Our recently refined approach to managing ESG factors within our diversified credit business is more transparent for our clients and supports our increasing level of investment in private debt. READ MORE Corporate Year in Review David Neal, Chief Executive Our performance over the year to 30 June 2020 has demonstrated the value of our distinct investor-aligned model and reinforced our purpose to protect and grow the retirement savings of millions of working people across the world. READ MORE Economic Update Economic Update September 2020 Alex Joiner, Chief Economist The economic shock caused by the COVID-19 crisis is severe - many countries have suffered the steepest fall in output since official records began, most are in recession and the path to recovery is anything but certain. READ MORE Infrastructure Building Australia Model David Neal, Chief Executive Australia’s pool of superannuation savings are ready to be deployed for major infrastructure projects. To this end, IFM Investors is proposing a new infrastructure investment model to better meet the needs of governments and the public. READ MORE Debt Investments Will Australian interest rates go negative? Kashi Trathen, Associate Director, Debt Investments Jo Niall, Senior Investment Writer In the midst of a global pandemic, with central banks providing significant liquidity to financial markets and experimenting with unconventional policies, the prospect of negative interest rates is back in focus. READ MORE Debt Investments Cash in a post COVID-19 world Kashi Trathen, Associate Director, Debt Investments Jo Niall, Senior Investment Writer The RBA’s response to COVID-19 market illiquidity was effective in restoring confidence, but it has also altered the way short-term interest rate markets are functioning. This may have implications for the future management of cash portfolios. READ MORE Infrastructure Australian Infrastructure FY 2019 Carbon Footprint Summary Kyle Mangini, Global Head of Infrastructure The FY 2019 Australian Infrastructure Carbon Footprint Summary reports a 7.9% reduction in emissions, reflecting ongoing efforts to reduce carbon emissions and increase energy efficiencies across the portfolio. READ MORE Corporate Response to the Coronavirus Outbreak Josh Lim, Deputy Chief Executive Our response to the COVID-19 coronavirus pandemic prioritises the safety and wellbeing of the public and our employees, and details plans to protect our investments and millions of people’s retirement savings. READ MORE Economic Update Economic Update March 2020 Alex Joiner, Chief Economist The cautious optimism that greeted 2020 has already evaporated, following the emergence of a new virus. A material global economic impact is likely, but much uncertainty surrounds its severity and duration, and the policy response. READ MORE Listed Equities The ethics of shorting and the risk of “infinite” losses Mark McClatchey, Executive Director, Active Large Cap Equities Short selling remains controversial and raises issues that investors should consider, including the ethics of shorting and the risk of “infinite” losses if the company’s share price rises rather than falls. READ MORE Corporate Video: The significance of ESG risks for institutional investors Greg Combet IFM Investors Chair In this video Greg Combet discusses the real investment risks associated with climate change, corporate governance and other ESG issues. He also speaks about balancing decarbonisation with jobs and the economy. READ MORE Corporate IFM Investors 2019 Responsible Business Report Brett Himbury, Former Chief Executive 2010 - March 2020 Investor alignment and a long-term, responsible approach continues to underpin our competitive performance as we work to protect and grow the retirement savings of over 30 million working people globally. READ MORE Listed Equities Small caps – what we look for in miners and explorers Jim Copland, Executive Director. Small Caps When it comes to assessing small cap mining and explorer stocks, IFM Investors looks for five key attributes: quality, liquidity, a pathway to rerating, ESG compliance and portfolio fit. READ MORE Economic Update Economic Update December 2019 Alex Joiner, Chief Economist The past year was characterised by a global slowdown, precipitated by increasing geopolitical uncertainty and heightened trade frictions. READ MORE Economic Insight The case for ‘mid-risk’ assets in a ‘lower for longer’ interest rate world Alex Joiner, Chief Economist Mid-risk assets are becoming relatively more attractive as they provide much needed diversification and solid expected returns that are less correlated and less volatile than traditional listed assets. READ MORE Corporate Supporting our people and their careers Amelia McArdle, Global Head of People and Culture IFM Investors is committed to promoting a diverse and inclusive workplace culture, where all people are valued and recognised for their unique qualities, backgrounds and perspectives. READ MORE Debt Investments Cash Portfolios in a Low Interest Rate Environment Kashi Trathen, Associate Director During the past three years, cash portfolios were generally able to perform well, while still being conservatively managed. But the resumption of monetary easing signals a new and challenging phase. READ MORE Corporate Volunteers lend a hand in Cambodia Chris Newton, Executive Director, Responsible Investment In October 2019, nine staff from IFM Investors headed to Cambodia to help build a new home for a rural Cambodian family living in poverty with inadequate shelter. READ MORE Infrastructure Taking the lead on infrastructure carbon reduction in Australia Chris Newton, Executive Director, Responsible Investment IFM Investors recently announced an ambitious and unprecedented initiative to cut carbon emissions across critical Australian infrastructure assets. READ MORE Infrastructure Ausgrid, major Australian infrastructure asset, sets emissions reduction target Ashley Barker, Executive Director With a commitment to meeting shareholder expectations and delivering on its social licence strategy, Ausgrid has set an emissions reduction target and developed a range of programs to achieve it. READ MORE Infrastructure IFM Investors Global Infrastructure 2018 Carbon Footprint Kyle Mangini, Global Head of Infrastructure The Global Infrastructure Carbon Footprint Report 2018 forms part of an ongoing effort and multi-year strategy by IFM Investors to manage climate risk. READ MORE Infrastructure IFM Investors Australian Infrastructure FY18 Carbon Footprint Kyle Mangini, Global Head of Infrastructure The Australian Infrastructure Carbon Footprint Report 2018 forms part of an ongoing effort and multi-year strategy by IFM Investors to manage climate risk. READ MORE Listed Equities Lessons from a pickers and packers workers’ forum Chris Newton, Executive Director, Responsible Investment IFM Investors is a strong advocate for greater transparency and improved human rights in the fresh food supply chain. READ MORE Private Equity Answering LPs’ transparency needs Stuart Wardman-Browne, Global Head of Private Equity IFM Investors’ Stuart Wardman-Browne, Adrian Kerley and David Odgers share with Private Equity International how LPs are seeking a better alignment of interests with GPs. READ MORE Infrastructure Infrastructure and the Global Financial Crisis: Ten Years On Michael Landman, Executive Director, Portfolio Management Alex Joiner, Chief Economist A decade on from the 2007-08 financial crisis, this paper examines how infrastructure fared during the crisis and its aftermath, and how a subsequent financial downturn might affect infrastructure investments. READ MORE Debt Investments The opportunity in Australian private debt markets Hiran Wanigasekera, Investment Director The Australian private debt market has traditionally been dominated by the Big 4 banks. But we believe the resultant market inefficiency is presenting opportunities to capture potentially attractive risk-adjusted returns. READ MORE Infrastructure Renewables paving a pathway to emissions reduction Deepa Bharadwaj, Executive Director Brisbane Airport has installed 22,000 solar panels, creating the largest commercial rooftop solar installation in the Southern Hemisphere. The result is lower energy costs, reduced emissions and greater shareholder value. READ MORE Infrastructure A strong safety culture embracing technology May Soh, Investment Director Leveraging technology for improved road safety. Find out more on how a diligent approach to transforming the safety culture and leveraging technology at the Indiana Toll Road has resulted in measurable safety improvements. READ MORE Corporate The ESG Trends on IFM Investors’ Radar in 2019 Chris Newton, Executive Director, Responsible Investment The ESG trends on IFM Investors’ radar in 2019 fall into the key thematic areas of Planet, People and Policy & Process, reflecting what is important to IFM Investors and our investors. READ MORE Debt Investments How pension funds can help lend to the real economy David Cooper, Regional Head of EMEA IFM Investors believes there is a growing opportunity for pension funds to support firms with their growth ambitions and invest in the real economy. READ MORE Infrastructure Innovative cadetship program promoting gender diversity Jill Rossouw, Investment Director The Port of Brisbane has launched a forward-thinking Australian cadetship program to encourage and support talented women to embark on a maritime career. READ MORE Infrastructure IFM Investors Infrastructure Carbon Footprint Report 2018 Kyle Mangini, Global Head of Infrastructure The Infrastructure Carbon Footprint Report 2018 forms part of an ongoing effort and multi-year strategy by IFM Investors to manage climate risk. READ MORE Corporate IFM Investors Responsible Business Report 2018 Brett Himbury, Former Chief Executive 2010 - March 2020 The 2018 Responsible Business Report provides a comprehensive overview of IFM Investors’ holistic approach to investing and operating responsibly. READ MORE Infrastructure A new PPP: The Pension-Public Partnership model Duncan Symonds, Director, Asset Management Lack of funding for infrastructure projects is harming growth in many developed nations. Has the time come for Pension-Public Partnerships? READ MORE Infrastructure Fuelling the fight against climate change Chris Newton, Executive Director, Responsible Investment Chris Newton examines how the investment management industry can join the fight against climate change by exerting pressure on companies to lower their emissions. READ MORE Infrastructure Infrastructure investment in a rising interest rate environment Michael Landman, Executive Director, Portfolio Management IFM Investors looks at factors affecting infrastructure investments which can reduce the impact of rises in interest rates, particularly where there is a natural hedge. READ MORE Debt Investments Project Finance Market Design and Origination Richard Randall, Global Head of Debt Investments The Project Finance/Infrastructure senior debt market is categorised as "private debt". Rich Randall explains how the market differs from the broader corporate direct lending market. READ MORE Listed Equities IFM Investors’ engagement with Woolworths Chris Newton, Executive Director, Responsible Investment In October 2016, IFM Investors began its engagement process with Woolworths demanding improved human rights management in the fresh food supply chain, particularly relating to labour hire practices. READ MORE Listed Equities IFM Investors’ engagement with Wesfarmers Chris Newton, Executive Director, Responsible Investment IFM Investors has been actively engaging with Wesfarmers on matters of ethical sourcing in agricultural and apparel supply chain issues for a number of years. READ MORE Debt Investments A primer on recent developments in short term funding markets Kashi Trathen, Associate Director (Australia) Helen Tu, Investment Analyst (Australia) The spread between the Australian Bank Bill Swap (BBSW) and Overnight Indexed Swap (OIS) has, in recent weeks, widened significantly. 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