As independently recognised experts in the field of indexation, we use indexation to meet a vast array of client needs.
We have led the development of this specialist technique for over 20 years. Our flexibility and quality of service lets us maintain a competitive advantage in our various markets.
We are acknowledged as a trusted and reliable partner by our clients, and pride ourselves on ensuring all aspects of our indexation services are of the highest quality.
We view indexation as a core competency, and view systems and processes as enablers. Our investment and operational infrastructure allows us to provide flexible and tailored solutions to clients, giving them the scope to capture the full potential of indexation within their investment solutions.
We are a rated indexation provider because of our proven capabilities, product breadth, and continued re-investment in systems and processes. These factors drive the efficient indexing solutions clients expect from a globally rated index manager.
Our ultimate goal is to enable our clients and partners to use our indexation capabilities to achieve their desired outcomes. Such outcomes include achieving market returns with a low tracking error, efficient costs, and some additional services to improve efficiency.
Indexation is a core part of our business, ensuring continued reinvestment in systems and processes to maintain the highest standards for our clients.
Unparalleled client service
Our ability to adapt to clients’ changing requirements, whether investment or operational, is a point of real pride to us. We can facilitate specific mandates, incorporate tailored reporting requirements and deliver our capabilities to various fund structures and investment vehicles.
As providers of a complete breadth of indexed solutions, our indexation options are constantly evolving. Our continuous work with index providers and clients places us at the forefront of new solution development. That means we can offer clients the most advanced and current indexation opportunities available in the market.
Our indexed investment team collaborates across asset classes, regions and sectors in seeking to deliver performance for all our clients. Teamwork and knowledge sharing are vital. This team brings together a blend of expertise and experience in the management of our indexed solutions.
While overall responsibility for the portfolio management services rests with the Head of Indexation, the indexation team is structured so that each strategy has a dedicated and experienced portfolio manager. This manager has asset class, regional and sector expertise. They are responsible for the management of the strategy and the management of cash flows, index changes and corporate actions arising in that strategy.
Niall joined ILIM in March 2019 as Head of Fixed Income and has over 30 years’ experience in the financial industry. He was appointed to Head of Indexation, Fixed Income and Credit Solutions in October 2020. He is responsible for our active and passive fixed income capabilities and is a member of the asset allocation committee.
Prior to joining ILIM, Niall was Global Head of Fixed Income Portfolio Strategy at State Street Global Advisors. He was responsible for leading a team of experienced investment professionals with operations in Dublin, London, Boston, Bangalore and Singapore. The team represented investment capabilities to clients, spanning indexed and active fixed income, LDI, cash and currency. Prior to taking on this role he was Head of Fixed Income and Cash at State Street Global Advisors Ireland (formerly Bank of Ireland Asset Management), as well as managing the institutional real estate investment team. Niall holds a Commerce Degree and a Master’s in Business Studies (first class) from University College Dublin.
Michael is part of the Indexed Fund Management team in ILIM, responsible for a range of indexed equity funds.
Prior to joining ILIM in 2006, he worked for six years on the trading desk in Investment Technology Group Europe.
Michael graduated with an honours degree in Commerce from UCC and holds a master’s degree in Economics from UCC. Michael completed the Chartered Financial Analyst (CFA) programme in 2011.
Peter is part of the Indexed Fund Management team in ILIM, responsible for the management of a range of equity and fixed income indexed funds.
Prior to joining ILIM in 2012, Peter worked in the investments industry for 8 years as a private client fund manager and in investment management audit.
Peter graduated from Trinity College Dublin in 2003 with a B.A. Honours Business & Economics degree, qualified as a chartered accountant (ACA) in 2006 and as a Qualified Financial Advisor (QFA) in 2008. Peter received his Chartered Financial Analyst (CFA) designation in 2011.
Nicola is part of ILIM’s Indexed Fund Management team, responsible for managing a range of indexed equity funds. She joined ILIM in 1998 and worked for two years as an investment accountant within the finance department, before joining the Indexed Fund Management team in 2000.
Prior to joining ILIM, Nicola worked as an audit manager in practice. Nicola completed her Association of Chartered Certified Accountants exams in 1997.
Sean is part of the Indexed Fund Management team in ILIM, responsible for the management of a range of equity indexed funds. Sean joined ILIM in January 2016. Prior to joining ILIM, Sean worked for 7 years in Cantor Fitzgerald, in Risk Management and on the Trading Desk.
Sean graduated from University College Dublin in 2008 with a B.SC. Economics and Finance degree. Sean is a Qualified Financial Advisor (QFA) and received his CFA Charter in 2016
Ciaran is part of the Indexed Fund Management team in ILIM, responsible for the management of a range of indexed equity funds. Ciaran previously worked as an analyst on the Portfolio Construction team, responsible for asset allocation and liquidity management for all portfolios as well as modelling and generating market orders for all active equity investing funds. Ciaran also worked as a Performance Analyst and in Operations in ILIM.
Prior to joining ILIM in 2006 Ciaran worked for AIB as a securities officer for 3 years.
Ciaran graduated with an honours degree in Electronic Engineering & Mathematics from Trinity College Dublin in 2003. Ciaran completed an M.Sc. in Investments Treasury & Banking in Dublin City University in 2012.
Daire is part of the Indexed Fund Management team in ILIM, responsible for a range of indexed equity funds. Daire previously worked as a Performance Analyst in ILIM responsible for Performance Measurement, Attribution and Appraisal across ILIM’s suite of funds.
Prior to joining ILIM in 2015 Daire worked for State Street for 5 years and Bloomberg for 2 years in fund pricing and market data roles.
Daire graduated from University of Liverpool in 2006 with a B.A. Honours degree in Financial Economics and received his Chartered Financial Analyst (CFA) designation in 2017.
Rory joined ILIM's Indexed Fund Management team in 2020 and is responsible for managing a range of indexed equity funds.
Rory was previously an investment manager with Legal & General Investment Management, an equity portfolio manager with KBC Asset Management, and an investment manager with Davy.
Rory graduated from University College Dublin in 2013 with a Bachelor of Science in Economics and Finance. He has been a CFA Charterholder since 2017 and completed the CFA Certificate in ESG Investing in 2021.
Maurice is part of ILIM's Indexed Fund Management team, responsible for managing a range of indexed equity funds.
Maurice was previously a senior investment manager at Legal & General Investment Management and an equity portfolio manager at Amundi, formerly Pioneer Investments. He also holds an adjunct lecturer position at TCD Business School.
Maurice graduated from UCC in 2006 with a degree in Electrical & Electronic Engineering and also has an MSc in Financial Economics.
Irish Life Investment Managers (ILIM) is the appointed asset manager to Irish Life Group Limited. ILIM is committed to innovating and leading the market with best in class investment solutions designed to meet the specific investment needs of our clients. Call us at: +353-1-704 1200 or email [email protected]