Macquarie Wealth Builder Fund Institutional · NASDAQ:DDIIX
Macquarie Wealth Builder Fund Institutional — Macquarie Group — Non-Deal Roadshow (March 2025)
34 slides from Macquarie Wealth Builder Fund Institutional's roadshow presentation, March 2025
Slide 1: Macquarie Group, EMEA Investor Tour
Macquarie Group, EMEA Investor Tour Day 1,London Day 4, Paris 13 10 March March 2025 2025 © Macquarie Group Limited 1
Slide 2: Disclaimer
Disclaimer This information has been prepared on a strictly confidential basis by Macquarie Group Limited (ABN 94 122 169 279) (“MGL”) and may neither be reproduced in whole nor in part, nor may any of its contents be divulged, to any third party without the prior written consent of MGL. Information
Slide 3: Europe, the Middle East and Africa
01 Europe, the Middle East and Africa Rachel Palmer
Slide 4: EMEA snapshot
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat EMEA snapshot Regional presence 2,882 13 35+ years Staff1 Markets 21 23% 22% Locations of income2 of AUM Europe Milan Amsterdam Munich Braintree Paris Copenhagen Solihull Coventry Vienna Dublin Watford Edinburgh Zurich ~$A204b $A16.1b Fran
Slide 5: Market context
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Market context Our presence in EMEA has grown and we see opportunities for further growth to address the Opportunities and challenges across the region unmet needs of our clients and communities Energy security and transition Decarbonisati
Slide 6: Our activities across EMEA
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Our activities across EMEA Over three decades of growth, innovation and partnership in EMEA Recent highlights MAM activity (incl. portfolio companies / platforms)1 Finland Sweden CGM activity1 Announced plans to support £20b investment in
Slide 7: Enabling Macquarie's continued growth
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Enabling Macquarie’s continued growth $A3,614m EMEA contributes 23% of Capitalising on adjacent growth Total EMEA Operating Income in net operating income1 opportunities FY24 Average share of EMEA income as a proportion of EMEA’s contribut
Slide 8: Delivering on our strategy
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Delivering on our strategy 2022 Operational Briefing 2025 Update Responding to long-term Investing to scale wind and Developing data centres and Building and investing in social trends towards solar and support other infrastructure, like h
Slide 9: What's next in EMEA?
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat What’s next in EMEA? Utilising our global connectivity and regional infrastructure to deliver for our clients, communities, staff and wider stakeholders Collaborate to drive Invest in our people, culture and Strengthen stakeholder regional
Slide 10: Evolving Macquarie's disclosures
02 Evolving Macquarie’s disclosures Alex Harvey
Slide 11: ~20,000 employees across 31 markets
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Who we are We are a global financial services group providing clients with asset management and finance, digital banking services, advisory, risk and capital solutions London 1969 ~$A86.4b New York Hong Kong founded and headquartered marke
Slide 12: Over 55 years of growing diversified businesses
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Over 55 years of growing diversified businesses Early foundations Investing for growth Infrastructure 1969 1989 1994 1994 2001 2002 2005 2007 2009 2015 2017 Corporate Finance Asset Finance Principal Investment Roads Utilities and Communica
Slide 13: How we got here
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat How we got here Our long-term success has been driven by a clear strategy of diversification across business models, income streams and geographies Net profit contribution1 International income2 Locations % of Contribution % of Contributio
Slide 14: Dynamic capital management
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Dynamic capital management As the businesses have evolved, we have maintained our focus on flexible capital allocation to maximise growth and returns for shareholders Capital supply1 Capital allocation approach $Ab 40 Our approach has not
Slide 15: Over 55 years of unbroken profitability
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Over 55 years of unbroken profitability Through a diversified platform and adjacent expansion, Macquarie has reliably delivered stable earnings growth with significant upside delivered in favourable market conditions NPAT since listing $Ab
Slide 16: Earnings growth stability
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Earnings growth stability 5-year earnings volatility relative to Macquarie 15-year earnings volatility relative to Macquarie Multiple to Macquarie Multiple to Macquarie 4.0x 4.0 4.0 3.0 3.0 2.4x 2.3x 2.3x 2.1x 2.0 1.7x 2.0 1.7x 1.4x 1.4x 1
Slide 17: How we frame our earnings story
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat How we frame our earnings story Since 2011, Macquarie’s businesses have been classified as The Macquarie Story annuity-style and markets-facing We continue to highlight the evolving Macquarie story by improving understanding of business dr
Slide 18: Established, diverse income streams
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Established, diverse income streams Operating Groups combine annuity-style and markets-facing income to generate stable earnings with optionality to significant upside in certain market conditions Annuity-style Markets-facing BFS BFS BFS L
Slide 19: Established, diverse income streams
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Established, diverse income streams Our most annuity-style sources of income arise from strong and established activities, driven by underlying client franchises, providing consistent and growing earnings throughout the economic cycle Annu
Slide 20: Established, diverse income streams
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Established, diverse income streams As activities mature, income can become more stable and predictable, delivering more annuity-style attributes over time Performance fees are typically recognised in years 8-12 of a 10-year closed ended P
Slide 21: Established, diverse income streams
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Established, diverse income streams Strongly correlated with market conditions, markets-facing income can drive significant outperformance Markets-facing Investment-related income earned from MAM’s equity, debt or other investments held on
Slide 22: Annuity-style income is the foundation
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Annuity-style income is the foundation Our four Operating Groups each generate a growing foundation of annuity-style income, plus outsized income from varying degrees of markets-facing exposure Income by type $Am 20,000 16,000 12,000 8,000
Slide 23: Introducing Return on Tangible Equity (ROTE)
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Introducing Return on Tangible Equity (ROTE) To enhance disclosures and better reflect Macquarie’s evolving businesses, ROTE will be introduced as a supplementary measure to ROE ● ROTE is an instructive supplementary measure of the Group’s
Slide 24: Short-term outlook
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Short-term outlook Factors impacting short-term outlook Annuity-style Markets-facing Non-Banking Group Macquarie Asset Management (MAM) Macquarie Capital (MacCap) • Base fees expected to be broadly in line Subject to market conditions: • S
Slide 25: Short-term outlook
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Short-term outlook The range of factors that may influence our short-term outlook include: • Market conditions including: global economic conditions, inflation and interest rates, significant volatility events, and the impact of geopolitic
Slide 26: Medium-term outlook
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Medium-term outlook Macquarie remains well-positioned to deliver superior performance in the medium term with established, diverse income streams Deep expertise across diverse sectors in major markets with structural growth tailwinds • Cus
Slide 27: Medium-term outlook
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Medium-term outlook Annuity-style Annuity-style Markets-facing Markets-facing Non-Banking Group Macquarie Asset Management (MAM) Macquarie Capital (MacCap) • Well-positioned to respond to current market conditions and grow assets under man
Slide 28: Panel Discussion | Macquarie in EMEA
03 Panel Discussion | Macquarie in EMEA
Slide 29: Panel speakers
Rachel Palmer Federica Cristina Erti Gjonaj Elise Vaudour Chief Executive Officer, Managing Director, Head of Commodities and Head of Wealth Funds, EMEA Macquarie Capital France Global Markets, Paris Macquarie Asset Management Green Investments © Macquarie Group Limited 29
Slide 30: Fireside Chat | Verkor Gigafactory
04 Fireside Chat | Verkor Gigafactory
Slide 31: Chris Archer and Benoit Lemaignan
Chris Archer Benoit Lemaignan Head of Energy Transition, Co-Founder and President, Macquarie Asset Verkor Management Green Investments © Macquarie Group Limited 31
Slide 32: Macquarie Group, EMEA Investor Tour
Macquarie Group, EMEA Investor Tour Day 1,London Day 4, Paris 13 10 March March 2025 2025 © Macquarie Group Limited 32
Slide 33: Glossary
Macquarie in EMEA Disclosures Panel Discussion Fireside Chat Glossary $A / AUD Australian Dollar EUM Equity Under Management $CA Canadian Dollar FCTR Foreign currency translation reserve and net investment hedge reserve $US / USD United States Dollar FUM Funds Under Management € / EUR Euro FX Foreig
Slide 34: Macquarie Group, EMEA Investor Tour
Macquarie Group, EMEA Investor Tour Day 1,London Day 4, Paris 13 10 March March 2025 2025 © Macquarie Group Limited 34