Macquarie Group, Ltd. · ASX:MQG
Macquarie — Investor Day (February 2021)
87 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: Disclaimer
Disclaimer The material in this presentation has been prepared by Macquarie Group Limited ABN 94 122 169 279 (MGL) and is general background information about Macquarie’s (MGL and its subsidiaries) activities current as at the date of this presentation. This information is given in summary form and
Slide 3: Introduction
Introduction Sam Dobson Head of Investor Relations
Slide 4: Agenda
9:00 Introduction Sam Dobson 9:05 Update since the interim result Shemara Wikramanayake 9:30 Macquarie Asset Management Martin Stanley, Ben Way 10:15 Macquarie Capital Daniel Wong, Michael Silverton 11:00 Corporate Operations Group Nicole Sorbara
Slide 5: Update since the interim result
Update since the interim result Shemara Wikramanayake Managing Director and Chief Executive Officer
Slide 6: About Macquarie
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX About Macquarie ~70% ~30% Annuity-style activities Markets-facing activities NET PROFIT CONTRIBUTION NET PROFIT CONTRIBUTION Macqu
Slide 7: Macquarie's response to COVID-19
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Macquarie’s response to COVID-19 Employees Clients Portfolio Companies Community ● Gradual return to office commenced in 82% of ●
Slide 8: 3Q21 Overview
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 3Q21 ● Improved trading conditions in 3Q21 across the Group ● Macquarie's annuity-style businesses' (MAM and BFS) combined 3Q21 ne
Slide 9: 3Q21 Overview: Annuity-style
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 3Q21 Macquarie Asset Management Banking and Financial Services ~47% ~14% 1H21 contribution1 1H21 contribution1 Overview ● ● AUM of
Slide 10: 3Q21 Overview: Markets-facing
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 3Q21 Commodities and Global Markets Macquarie Capital ~47% (~8%) 1H21 contribution1 1H21 contribution1 Overview ● Strong client he
Slide 11: Macquarie's global footprint
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Macquarie's global footprint Total staff1 Americas EMEA Asia Australia 2 Staff Staff Staff Staff 16,429 2,700 2,441 4,117 7,171 CA
Slide 12: Funded balance sheet remains strong
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Funded balance sheet remains strong Term liabilities exceed term assets 30 Sep 20 31 Dec 20 $Ab $Ab 180 180 TOTAL CUSTOMER ST whol
Slide 13: Basel III capital position
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Basel III capital position ● APRA Basel III Group capital at Dec 20 of $A24.9b; Group capital surplus of $A8.1b1 ● APRA Basel III
Slide 14: Business capital requirements
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Business capital requirements1 $Ab 18.0 $A17.7b 3Q21 KEY DRIVERS 0.1 (0.3) 0.1 (0.4) 0.2 MAM 17.0 (0.4) $A16.8b ● Waddell & Reed (
Slide 15: Strong regulatory ratios
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Strong regulatory ratios Bank Group (Dec 20) 17.5% 7.5% 190.0% 15.5% 120.0% 6.0% 172% 14.0% 6.0% 160.0% 115.0% 12.1% 5.2% 110.0% 1
Slide 16: Regulatory update
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Regulatory update Australia ● On 8 Dec 20, APRA released for consultation its revisions to the capital framework for ADIs1. The ch
Slide 17: Regulatory update
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Regulatory update Germany ● Macquarie continues to respond to requests for information about its historical activities as part of
Slide 18: Board and Management Update
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Board and Management Update Macquarie Group and Macquarie Bank Boards After more than six years on the MGL and MBL Boards, Gordon
Slide 19: Factors impacting short-term outlook
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Factors impacting short-term outlook Annuity-style businesses Markets-facing businesses Macquarie Asset Management (MAM) Macquarie
Slide 20: Short-term outlook
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Short-term Market conditions are likely to remain challenging, especially given the significant and unprecedented uncertainty caus
Slide 21: Medium-term outlook
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Medium-term Macquarie remains well-positioned to deliver superior performance in the medium term outlook Deep expertise in major m
Slide 22: Medium term outlook by business
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Medium term Annuity-style businesses Markets-facing businesses Macquarie Asset Management (MAM) Macquarie Capital1 (MacCap) Non-Ba
Slide 23: Approximate business Basel III Capital and ROE
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Approximate business Basel III Capital and ROE 30 Sep 20 APRA Basel III Capital1 Approx. 1H21 Return on Approx. 14-year Average Op
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Slide 25: Macquarie Asset Management
Macquarie Asset Management Martin Stanley Group Head
Slide 26: Update since the interim result
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 26
Slide 27: 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 28: 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 29: 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 30: 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 31: 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 32: 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 33: 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 34: 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 35: 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 36: 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 37: 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 38: 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 39: 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 40: 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 41: 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 42: 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 43: 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 44: 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 45: 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
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Slide 47: Macquarie Capital
Macquarie Capital Daniel Wong, Michael Silverton Co-Group Heads
Slide 48: Update since the interim result
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX 48
Slide 49: Macquarie Capital combines expert advice with access to capital
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Macquarie Capital combines expert advice with access to capital We empower our people, clients and partners to innovate and invest f
Slide 50: Evolution of Macquarie Capital
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Evolution of Macquarie Capital MacCap has been the incubator for many successful Macquarie Group businesses Expanding capabilities C
Slide 51: Global team of industry experts
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Global team of industry experts Our clients have access to a global network of 1,992 specialist staff1 across 24 markets, that provi
Slide 52: Approach to risk management and risk culture
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Approach to risk management and risk culture Risk is owned within the business, with independent sign off by Risk Management Group F
Slide 53: Infrastructure & Energy Group
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM Infrastructure & Energy Group Daniel Wong Global Co-Head of Macquarie Capital Group Mark Dooley Global Head of Green Investment Group Kate Vidgen Global Head of Energy Principal
Slide 54: We're building a better future
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX We’re building a better future The global transition to a lower carbon, more connected world is driving a once in a generation oppor
Slide 55: We're building the future one project at a time
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX We’re building the future one project at a time The asset creation journey typically starts at development stage, through constructi
Slide 56: We're meeting the needs of our clients
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX We’re meeting the needs of our clients We support our clients and partners with market-leading advice and access to development capi
Slide 57: Green Investment Group
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Green Investment Group One of the leading renewable energy developers and investors in the world – with a team of 450+ green energy
Slide 58: Accelerating the energy transition
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Accelerating the energy transition Continuing to pioneer the development of decarbonisation technologies that need significant inves
Slide 59: Advisory & Capital Solutions
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM Advisory & Capital Solutions Michael Silverton Global Co-Head of Macquarie Capital Group Sam Shah Head of Software & Services, ACS Co-Head of Industry Coverage, Americas, ACS Florian Herold Global Head Principal Finance, ACS
Slide 60: We unlock opportunities by combining ideas and capital
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX We unlock opportunities by combining ideas and capital We evolve with our clients and areas of opportunity Private Tech-enabled Prin
Slide 61: We create opportunities for our clients
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX We create opportunities for our clients Our clients Investors and Financial Entrepreneurs and Corporates Corporates institutions spo
Slide 62: Tech-enabled innovation
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Tech-enabled innovation Aerospace, Defence & Services Government Services Delivering online Facilitating better delivery of educatio
Slide 63: Education
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Education Technology is revolutionising education and the massive growth in online education / ed-tech is creating substantial oppor
Slide 64: Case Study: Penn Foster
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Case Study: Penn Foster Company overview Provider of affordable, self-paced online education including high school, college and care
Slide 65: Principal Finance as a key differentiator
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX Principal Finance as a key differentiator We invest to facilitate outcomes for our clients, communities and Creating customised and
Slide 66: A diversified portfolio
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX A diversified portfolio Aligned with focus areas, our best results come from combining sector expertise with principal capabilities
Slide 67: What's next
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPIT AL CORPORATE OPERATIONS GROUP APPENDIX What’s next Deep expertise in key Entrepreneurial transformative trends mindset Macquarie Capital businesses are Flexible solutions
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Slide 69: Corporate Operations Group
Corporate Operations Group Nicole Sorbara, Group Head, Chief Operating Officer Justin Moffitt, Chief Information Officer Adam Prettejohn, Head of Digital Transformation and Data
Slide 70: Update since the interim result
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDAT E SINCE T HE INT ERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX 70
Slide 71: Delivering service excellence and transformational change
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Delivering service excellence and transformational change, we empower people to innovate and invest for a better future Corporate O
Slide 72: Global team with specialist expertise
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Global team with specialist expertise The organisation has access to a global network of more than 4,400 staff across 19 markets th
Slide 73: Transforming our services
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Transforming our services Over the past eight years COG has fundamentally improved and changed the services delivered – establishin
Slide 74: Self-funding transformation and investing in technology
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Self-funding transformation and investing in technology Core to success has been our ability to transform ourselves, our significan
Slide 75: COG leading Macquarie's response to COVID-19
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX COG leading Macquarie’s response to COVID-19 Our long-term focus on building resilience in our people and technology enabled a glob
Slide 76: COG leading Macquarie's response to COVID-19
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX COG leading Macquarie’s response to COVID-19 Our response enabled the business to continue to deliver for our clients despite globa
Slide 77: Accelerating the digital future
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Accelerating the digital future Developing leadership, culture and technology skills in our people has been a priority because we k
Slide 78: Digital Transformation and Data Division
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Digital Transformation and Data Division We partner with Groups to realise client-led opportunities and accelerate delivery of COG’
Slide 79: Technology Division
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Technology Division Investing in accelerating cloud adoption, modernising systems and increasing agility, automation and scale of o
Slide 80: Technology Division
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX Technology Division Supporting new ways of working, investing in Cyber Security to detect and prevent threats and delivering front
Slide 81: What's next: Accelerating our enterprise data and digitalisation strategy
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX What’s next: Accelerating our enterprise data and digitalisation strategy Macquarie’s enterprise data and digitalisation strategy w
Slide 82: We are well positioned
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORAT E OPERAT IONS GROUP APPENDIX We are well positioned We will continue to invest in our people, systems and operations to enable business outcomes and accelerate
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Slide 84: Glossary
Glossary
Slide 85: Glossary
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX Glossary 1H21 First Half ended 30 Sep 2020 M&A Mergers and Acquisitions 3Q21 Third Quarter ended 31 Dec 2020 MacCap Macquarie Capital
Slide 86: MIRA funds glossary
MACQUARIE I OPERATIONAL BRIEFING 2021 I MACQUARIE.COM UPDATE SINCE THE INTERIM RESULT MACQUARIE ASSET MANAGEMENT MACQUARIE CAPITAL CORPORATE OPERATIONS GROUP APPENDIX MIRA funds glossary Currently managed unlisted funds GIF II Global Infrastructure Fund II MEIF 4 Macquarie European Infrastructure Fu
Slide 87: Operational Briefing
Operational Briefing Presentation to Investors and Analysts 9 February 2021