Who we are
Dedicated
ISFML is a company dedicated to being a distinctive and trusted provider of wholesale mortgage solutions for individual, high net worth, and institutional investors. We provide our clients with high-quality, well-performing investment strategies that meet multiple financial needs, employing a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub advisers.
Partners
Each of our investment partners has a distinct investment philosophy and style, with talent and discipline that has been validated by performance over time. Importantly, they all share an unwavering commitment to our investor’s success.
Specialized capabilities
We provide comprehensive, specialised capabilities across all mortgages and commercial real estate— private equity and private debt. This gives us a unique perspective on the Australian real estate market, allowing within us to continuously incorporate real-time information into our underwriting and investment decisions that meet investor goals.
Management team
The shareholdings of our management team are held for the duration of their careers with the company, and our portfolio managers are compensated on their long-term performance so our client’s and fund manager’s interests are aligned.
What We Believe In
ISFML knows there is nothing more important than the partnership with our clients. Our distinctive top-down, bottom-up investment process has been tested in the Australian market and our process is more than any one person – it is fundamental to our firm and we will guide our efforts on behalf of our clients.
What we do
ISFML’s wholesale managed funds provides the wide range of tools and expertise, crucial to meet the full spectrum of investment needs and goals, to capture the best opportunities within the Australian market.
- Wholesale MIS
- High return investments
- Designed to meet a broad range of investor needs
- Forecast, security analysis and rigorous risk management
- Debt and equity underwriting of private offerings and private placements
- Trustee services
- Investments diversified across Australia to reduce risk
Rather than pursue their goals with a strategic long-term approach, many investors try to time the market and chase investment returns. At ISFML we know there is a better way.
Professional management.
You can rely on the expertise of professional portfolio managers to select investments
Investment diversification
Whether you invest in one fund or several, keep in mind that your portfolio should include a variety of investments to lower your overall investment risk
Why select us
We are…
- Focused on predominantly Sydney and Melbourne where we can offer a competitive advantage, although we will consider other capital cities
- Consistent in our investment process
- Relentless in our pursuit of superior investment performance
- Dedicated to providing best-in-class client service
- Majority owned by employees, aligning our interests with those of investors
- Committed to providing insights and solutions to complex investing challenges
- Trusted by large and small investors around Australia
- Privately owned we have a long-term view which allows us to focus on our clients’ needs rather than the shareholders.
- Desire to build lifelong relationships with our clients
Why invest in us
ISFML approaches Mortages, Constrution Facilities, Landbank and Mezzanine Loans as a single, unified asset class that is best managed by pursuing both traditional active security selection and tactical asset allocation opportunities within a diversified, risk-managed framework.
At ISFML our clients are central to everything we do. This sentiment is commonly conveyed in our industry but at IFSML it is the philosophy in which we have conviction. Relationships shape our vision and clients should look to us for:
01.
Collaboration
We measure success on the outcomes we deliver to clients – this extends to working with our partners and reaching solutions together. We work as teams toward the end goal and we nurture an environment of dynamic and productive collaboration.
02.
Diversity and strength
We have a national mindset across intermediary, institutional, and self-directed clients, with our investment teams covering all major real estate classes. We are well resourced in Australia where we operate and share learnings nationally by blending strategies in innovative ways and partnering with clients to ensure a co-ordinated experience.
03.
Alignment
We are responsible for our clients investment decisions, a responsibility we do not take lightly. Ours is not a transactional relationship, but a partnership built on trust; we are not simply a product manufacturer but a partner seeking to evolve what we offer, and bring insight throughout the investment journey.
04.
We make an impact
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