Macquarie Group, Ltd. · ASX:MQG
Macquarie — Investor Day (February 2021)
23 slides from Macquarie's investor day presentation, Feb 9, 2021
Slide 1: Operational Briefing
Operational Briefing Presentation to Investors and Analysts 9 February 2021
Slide 2: Macquarie Asset Management
Macquarie Asset Management Martin Stanley Group Head
Slide 3: Update since the interim result: Macquarie Asset Management
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 26
Slide 4: Through our specialist investment expertise, we empower people to innovate and invest
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Through our specialist investment expertise across public and private markets, we empower people to innovate and invest for a better
Slide 5: Actively evolving the platform over time
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Actively evolving the platform over time Acquisition of GLL MAM AUM1 Top 50 Launch of MIDIS infrastructure Real Estate Partners Annou
Slide 6: Global platform, local presence
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Global platform, local presence Providing access to investment opportunities for our clients and partners. ASIA-PACIFIC 696 $A154.7b
Slide 7: Building sustainable value for clients and communities
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Building sustainable value for clients and communities Leadership in sustainability is driven by our people Enhancing resilience of i
Slide 8: Resilient performance in the face of COVID-19
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Resilient performance in the face of COVID-19 Our alternatives portfolio1 Utilities and energy: 38% Portfolio performance Critical na
Slide 9: Adding value throughout the investment lifecycle
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Adding value throughout the investment lifecycle ● Long-term investment approach, CASE STUDY delivering positive outcomes Philippine
Slide 10: A long-term history of growth
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX A long-term history of growth MAM NPC 598 550 149 484 480 489 477 128 425 344 325 86 305 77 66 67 2,177 53 1,873 41 1,644 38 1,538 1,
Slide 11: Composition of income
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Composition of income Asset Management Net Income (AMNI) Performance-related Income (PRI) Net Other Income (NOI) Net Net Base fees on
Slide 12: MIRA Historical Income
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX MIRA Historical Income 149 % of EUM $Am 140 1,800 MIRA base fees (LHS) performance-related MIRA performance fees andincome and net(LH
Slide 13: Our risk management approach
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Our risk management approach Strong risk culture and effective risk management Disciplined Resilient Risk Macquarie Asset Management
Slide 14: Delivering positive impact
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM Delivering positive impact A focused strategy for the future Ben Way Head of MIRA – Global Alternatives Shawn Lytle Global Head of Macquarie Investment Management
Slide 15: Market environment
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Market environment Search for alpha and yield AUM net Allocation Importance of Fee Focus on responsible inflows diversification techn
Slide 16: Building on the past and investing for the future
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Building on the past and investing for the future Maintaining momentum with a focused growth strategy Build on Grow Advance our leadi
Slide 17: Our infrastructure business
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Our infrastructure business The world’s largest infrastructure equity manager, with a portfolio of investments relied on by more than
Slide 18: Our real estate business
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Our real estate business Global business with deep networks, broad capabilities and strong track record Global commercial real estate
Slide 19: Our private credit and asset finance businesses
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Our private credit and asset finance businesses Global businesses with proven track record of matching private market capital to grow
Slide 20: Our public investments business
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Our public investments business Diversified active professionals offering differentiated public investment capabilities across instit
Slide 21: A compelling combination
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX A compelling combination Waddell & Reed today Future combination with Macquarie3 Founded in 1937 in Kansas City, Waddell & Reed has b
Slide 22: Well-positioned for growth
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Well-positioned for growth Global platform providing access to Delivering Investing in our specialist investment positive outcomes pe
Slide 23: Operational Briefing
Operational Briefing Presentation to Investors and Analysts 9 February 2021