Asset management at Macquarie

Capabilities overview

We are patient, long-term investors, aligned to offer enduring solutions tailored to client needs. With a diverse global business and committed parent, we have the perspective necessary to uncover opportunities that matter for clients. We do this through a combination of Autonomy, Expertise, and Conviction.

$US361Bassets under management

1,550+employees worldwide

20+ yearsaverage portfolio manager experience

Finding opportunities that matter for clients

Autonomy

Independent teams operate with a singular focus on achieving client objectives.

Expertise

Deep knowledge and experience inform investment decisions.

Conviction

Research-driven active managers.

Equities $US84 billion

Geography

  • Global
  • US
  • Asia ex Japan
  • Australia
  • Emerging markets
  • China
  • South Korea

Market Cap

  • Large Cap
  • Mid Cap
  • Small Cap

Style

  • Value
  • Growth
  • Core
  • Quant

Specialty

  • Global listed infrastructure
  • Healthcare
  • Real estate

Fixed income $US152 billion

Geography

  • Global
  • US
  • Europe
  • Emerging markets
  • Australia
  • South Korea

Total Return

  • Core
  • Core plus
  • Multi-sector
  • Short/intermediate

Credit-based

  • Corporate bond
  • Long duration
  • High yield
  • Bank loans

Specialty

  • Absolute return
  • Liability-driven investing
  • Private placements
  • Asset-backed
  • Municipals (taxable and tax-exempt)
  • Currency
  • Convertibles

Insurance

Multi-asset $US7 billion

Geography

  • Global
  • US

Style

  • Absolute return
  • Relative return
  • Income

Specialty

  • Protection

Alternatives $US118 billion

Direct infrastructure1

  • North America
  • Australia
  • Europe
  • Emerging markets

Real estate1

Agriculture1

Energy1

Infrastructure debt2

Hedge funds

  • Long/short equity
  • Real Estate

Macquarie Investment Management asset totals in billions as of September 30, 2017 are:
Total $US246 billion = Equities $US84 billion, Fixed income $US152 billion, Multi-asset $US7 billion, Alternatives $US3 billion.

Macquarie Investment Management strategies unless noted below:

1 Managed by Macquarie Infrastructure and Real Assets.

2 Managed by Macquarie Specialised Investment Solutions.

Data as of September 30, 2017

Hedge fund solutions are available only to persons meeting the definition of an “accredited investor” as defined in Rule 501(a) of Regulation D of the Securities Act of 1933 and a “qualified client” as defined in Rule 205-3 under the Investment Advisers Act of 1940 (collectively, “Eligible Investor”) located in the United States of America (“Permitted US Persons”) and may be available to non-US Persons where the investor meets the definition of an Eligible Investor and where DDLP or an affiliate of DDLP is appropriately licensed under applicable law.

Macquarie Asset Management (MAM) offers a diverse range of products including securities investment management, infrastructure and real asset management, and fund and equity-based structured products. Macquarie Investment Management (MIM) includes the following registered investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Funds Management Hong Kong Limited, Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Bank International Limited, and Macquarie Capital Investment Management, Inc.