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 Opportunity, Accountability, and Integrity.

$US387.6Bassets under management

1,500+employees worldwide

20+ yearsaverage portfolio manager experience

The way we do business with you defines us. It is based on three long-held Macquarie principles:

Opportunity

  • Bringing innovative and actionable investment insights to our clients

Accountability

  • Providing transparency, including access to our investment professionals

Integrity

  • Never compromising our standards; actively supporting the communities in which we live and work.

Equities $US94.2 billion

Geography

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

Market cap

  • Large cap
  • Mid cap
  • Small cap

Style

  • Value
  • Growth
  • Core
  • Quant

Specialty

  • Global listed infrastructure
  • Healthcare
  • Real estate

Fixed income $US150.3 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 $US6.2 billion

Geography

  • Global
  • US

Style

  • Absolute return
  • Relative return
  • Income

Specialty

  • Protection

Alternatives $US136.9 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, 2018 are:
Total $US253.3 billion = Equities $US94.2 billion, Fixed income $US150.3 billion, Multi-asset $US6.2 billion, and Alternatives $US2.5 billion.

Macquarie Investment Management strategies unless noted below:

1 Managed by Macquarie Infrastructure and Real Assets.

2 Managed by Macquarie Specialised Investment Solutions.

AUM as of September 30, 2018.

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.