Ausbil Investment Management
Ausbil Investment Management is a Sydney-based active equity manager managing $20.28 billion across Australian equities, global equities and multi-asset strategies for superannuation funds, institutional, master trust and retail clients, and is majority-owned by New York Life Investment Management and its employees.
- Company typePrivate
- Founded1997
- HeadquartersSydney, Australia
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Ausbil Investment Management does
Ausbil Investment Management Limited is an Australian-based active investment manager founded in April 1997 and headquartered at Level 27, 225 George Street, Sydney. The firm manages Australian equities, global equities and multi-asset strategies through five investment capabilities, with $20.28 billion in funds under management as at 31 December 2025. Its client base spans superannuation funds, institutional investors, master trust clients and retail investors, distributed via direct wholesale applications, financial adviser platforms and ASX-listed active ETFs.
The underlying investment process combines top-down macroeconomic research with bottom-up fundamental stock analysis, anchored in the view that earnings and earnings revisions are the key drivers of share prices. The product shelf includes Australian active equity strategies (Australian Active Equity, Australian Emerging Leaders, Australian Concentrated Equity, Active Sustainable Equity, Australian SmallCap, MicroCap, 130/30 Focus, and Australian Geared), global strategies (Global Small Cap, Global Essential Infrastructure, Long Short Focus, Global Resources, Candriam Sustainable Global Equity), a multi-asset Balanced Fund, and the Ausbil Active Dividend Income Fund (ASX: DIVI). Ausbil also acts as subadvisor to NYLIM-managed products including the NYLI International Small-Mid Cap Equity ETF (NISM) launched in 2026.
Revenue is generated through recurring management fees on funds under management, with a $20,000 minimum for wholesale funds and additional fee-bearing flow from platform distribution and ETF wrappers. The company is privately held, majority-owned by New York Life Investment Management (a wholly-owned subsidiary of New York Life Insurance Company) alongside employees, and operates as a specialist boutique within NYLIM's global network of affiliated managers. It is regulated under Australian Financial Services Licence 229722, compliant with the Corporations Act 2001 and Privacy Act 1988, and is a signatory to the UN Principles for Responsible Investment.
Ausbil Investment Management firmographics
Firmographics- Name
- Ausbil Investment Management
- Legal name
- Ausbil Investment Management Limited
- Website
- https://ausbil.com.au
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Ausbil Investment Management is a Sydney-based active equity manager managing $20.28 billion across Australian equities, global equities and multi-asset strategies for superannuation funds, institutional, master trust and retail clients, and is majority-owned by New York Life Investment Management and its employees.
- Ownership category
- akta.pro rank
Ausbil Investment Management industry classification
Industry- Product category
- Active Equity Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
- akta.pro secondary industries
- Small-Cap Equity (Active) (FSAAAIAC), International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)
Keywords
Where Ausbil Investment Management is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Ausbil Investment Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Management Fees: Manages Australian and global equities for superannuation funds, institutional investors, master trust and retail clients, generating revenue through management fees on funds under management
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Wholesale funds minimum investment |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Ausbil Investment Management product offering
Product offeringCore offering
Ausbil Investment Management is a boutique active equity manager that manages Australian equities, global equities, multi-asset portfolios, and ASX-listed actively managed ETFs for superannuation funds, institutional investors, master trust clients, and retail investors. The firm invests approximately $20.28 billion in funds under management using a top-down macroeconomic and bottom-up fundamental research approach, and also acts as subadvisor for NYLIM products such as the NYLI International Small-Mid Cap Equity ETF.
Product overview
Ausbil Investment Management Limited is a leading Australian-based investment manager established in April 1997, offering a comprehensive suite of actively managed equity and multi-asset products. The core offerings include Australian Equities funds (featuring Australian Active Equity Fund, Australian Emerging Leaders Fund, Australian Concentrated Equity Fund, Active Sustainable Equity Fund, Australian SmallCap Fund, MicroCap Fund, 130/30 Focus Fund, and Australian Geared Equity Fund), Global Equities funds (including Global Small Cap Fund, Global Essential Infrastructure Fund, Long Short Focus Fund, Global Resources Fund, and Candriam Sustainable Global Equity Fund), Multi-Asset products (Balanced Fund), and Exchange Traded Funds. The firm also serves as subadvisor for the NYLI International Small-Mid Cap Equity ETF (NISM). The investment philosophy combines top-down macroeconomic research with bottom-up stock analysis, based on the premise that stock prices ultimately follow earnings and earnings revisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Australian Equities Product Suite Actively managed Australian equity funds focused on earnings-driven stock selection across Australian listed companies, offered to institutional and wholesale/retail investors via direct, platform, and ETF channels.
- Global Equities Product Suite Actively managed global equity funds providing international equity exposure through specialist strategies including small cap, infrastructure, resources, long-short, and sustainable global equities.
- Multi-Asset Portfolio (Ausbil Balanced Fund) Diversified multi-asset portfolio, currently centred on the Ausbil Balanced Fund, providing balanced exposure across equities and other asset classes for institutional and retail investors.
- Ausbil Active Dividend Income Fund – Active ETF (ASX: DIVI) Actively managed ETF listed on the Australian Stock Exchange targeting dividend income through an actively managed portfolio of Australian equities; available to investors via brokers on the ASX.
- NYLI International Small-Mid Cap Equity ETF (NISM) — Subadvisory Mandate Actively managed ETF of non-U.S. small- and mid-cap equities managed by New York Life Investment Management with Ausbil as subadvisor, targeting long-term capital growth via a research-driven, macroeconomic, and sector analysis approach.
Quantifiable outcome
- Fund Manager of the Year awarded at 2025 Zenith Fund Awards with category wins in Sustainable & Responsible Investments - Growth and Australian Equities - Small Cap
Companies that use Ausbil Investment Management
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Ausbil Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Ausbil Investment Management partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor.
- MacKay ShieldsminorAffiliated boutique investment manager under the New York Life Investment Management network.
- CandriamminorAffiliated boutique investment manager under the New York Life Investment Management network.
- Apogem CapitalminorAffiliated boutique investment manager under the New York Life Investment Management network.
- Tristan Capital PartnersminorAffiliated boutique investment manager under the New York Life Investment Management network.
- KartesiaminorAffiliated boutique investment manager under the New York Life Investment Management network.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Ausbil Investment Management competitors and assessment
Company assessmentEmerging players
- Antipodes Partners: Sydney-based boutique active global equities manager. Comparable as a smaller-scale boutique in the same Australian active global equities niche with overlapping institutional clients.
Direct peers
- Magellan Asset Management: Sydney-based boutique active global and Australian equities manager with institutional and retail distribution, including ASX-listed ETFs. Highly comparable in mandate mix, boutique culture and AUM-driven fee model.
- Platinum Asset Management: Australian active global equities manager with institutional and retail channels. Comparable as a boutique active equity manager serving similar investor segments with performance-fee-exposed mandates.
- Wilson Asset Management (WAM Capital, WAM Leaders): Sydney-based boutique active Australian equities manager with a strong small-cap tilt and listed investment company structures. Comparable specialist small-cap expertise and boutique active mandate.
- Bennelong Funds Management: Boutique Australian active equities manager offering Australian and global equity strategies to institutional and retail investors. Closely comparable boutique structure and active-equity focus.
- Investors Mutual: Boutique Australian active equities manager focused on Australian shares with institutional and retail distribution. Comparable specialist active-Australian-equity boutique mandate.
- Plato Investment Management: Australian boutique active equities manager with institutional focus and quantitative/fundamental capabilities. Comparable boutique active-equity structure and institutional channel mix.
Broad incumbents
- Perpetual Limited: Larger Australian incumbent offering Australian equities, fixed income and multi-asset across institutional and retail. Comparable active-equity product overlap with Ausbil, though at much greater scale and breadth.
- Lazard Asset Management: Global incumbent active asset manager with established Australian equities and global equities capabilities. Comparable broad active-equity product overlap, though at much larger global scale.
Others
- MacKay Shields (NYLIM affiliate): US-based affiliated active investment manager within the New York Life Investment Management network. Comparable as a fellow NYLIM boutique, useful context for Ausbil's role as a subadvisor inside the parent group.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Ausbil Investment Management social profiles
Digital presenceAusbil Investment Management compliance and trust
Trust signalCompliance4 records
Ausbil Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ausbil Investment Management leadership team
Management profileNumber of profiles
Profiles5 records
Ausbil Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ausbil Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ausbil Investment Management
What does Ausbil Investment Management do?
Ausbil Investment Management is a boutique active equity manager that manages Australian equities, global equities, multi-asset portfolios, and ASX-listed actively managed ETFs for superannuation funds, institutional investors, master trust clients, and retail investors. The firm invests approximately $20.28 billion in funds under management using a top-down macroeconomic and bottom-up fundamental research approach, and also acts as subadvisor for NYLIM products such as the NYLI International Small-Mid Cap Equity ETF.
Is Ausbil Investment Management a public or private company?
Ausbil Investment Management is a private company. It is classified as corporate owned and is currently operating.
When was Ausbil Investment Management founded?
Ausbil Investment Management was founded in 1997. It employs 51 to 100 people.
Where is Ausbil Investment Management based?
Ausbil Investment Management is headquartered in Sydney, Australia, in the Oceania region.
How does Ausbil Investment Management make money?
One revenue line is on record: investment Management Fees.
Who are Ausbil Investment Management's main competitors?
Antipodes Partners is listed as an emerging player. Direct peers are Magellan Asset Management, Platinum Asset Management, Wilson Asset Management (WAM Capital, WAM Leaders), Bennelong Funds Management, Investors Mutual and Plato Investment Management. Broad incumbents are Perpetual Limited and Lazard Asset Management. MacKay Shields (NYLIM affiliate) is listed as an others.
Does Ausbil Investment Management have an API?
No public API is recorded for Ausbil Investment Management.
What industry is Ausbil Investment Management in?
Ausbil Investment Management's product category is Active Equity Investment Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active), with a secondary code of FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.