Overview

Macquarie is a leader in commodities investment and has a 20 year track record in providing premier risk management services to the commodity producer and consumer market.

The Macquarie Group and Jim Rogers have combined their expertise to create the Macquarie and RogersTM China Agriculture Index which aims to capture the price impact of current and potential changes in China’s food consumption patterns. Click here to find out more…

Overview

• Macquarie Funds Group provides a full spectrum of structured fund solutions to retail, private bank and institutional clients through its market-leading Structured & Specialist Investments team.
• The division employs almost 100 structuring and origination staff across Australia, Asia, Europe and North America.
• The division has a diverse range of capabilities, and is able to take on principal equity and trading risk, as well as provide advice on structural and tax efficiency in connection with fund derivatives and structured solutions for accessing funds.

Key features of Structured Products

• Access Solutions
  Structured solutions which provide exposure to an underlying fund or fund portfolio without the difficulties of a direct investment.
• Tailored Investment Returns
  Using derivatives to alter the pay-off from funds and fund portfolios to meet clients needs.
• Emulation Strategies
  Aiming to provide tailored investment returns similar to structured products whilst eliminating issuer credit risk.

Experience

• The team’s expertise in structuring investment products specifically over funds spans back to 2001.
• Total assets under management across the suite of structured solutions is currently more than $US5.5 billion as at 31 December 2008.

Overview

• Macquarie Funds Group is Australia's largest cash and fixed income manager.
• It offers a full suite of traditional and specialist products.
• The large and experienced team comprises over 35 investment professionals.
• The team covers all time zones with offices in Australia, United Kingdom, and United States.

Experience

• Pioneered Cash Management and Cash Enhanced strategies
• Began currency management in 1992
  

Awards

• 2008 Money Management Fund Manager of Year 2008 - Diversified Fixed Interest
• 2008 Money Management Fund Manager of Year 2008 - Finalist Fund Manager of the Year
• 2008 Smart Investor Blue Ribbon Awards - Finalist Fund Manager of the Year
• 2008 Morningstar Australia Fund Manager of the Year - Fixed Interest
• 2007 Morningstar Australia Fund Manager of the Year - Fixed Interest
• 2007 Morningstar Australia Fund Manager of the Year - Finalist

Overview

• Macquarie Funds Group offers a full range of equity strategies.
• The large, experienced team includes over 50 equity investment professionals
• The underlying philosophy and process has been developed over 17 years.
  • Core Australian Equities: quantitative stock selection plus qualitative overlay
  • International Equities: quantitative stock selection plus qualitative overlay
  • Small Companies: bottom up fundamental stock selection with quantitative screening
  • High Conviction: bottom up fundamental stock selection with quantitative screening
    

Experience

• 1987 Australia's 1st indexed manager
• 1992 Pioneered enhanced indexing in Australia
• 1996 Ultimate conviction in process - launched the True Index
• 2003 Launched first series long short hedge funds
• 2007 Launched a global event driven hedge fund
• 2008 Index approach has been in place for over for over 20 years

Awards

• 2006 Morningstar Australia Fund Manager of the Year - Domestic Small Caps
• 2007 Morningstar Australia Fund Manager of the Year - Domestic Small Caps
• 2007 Morningstar Australia Fund Manager of the Year - Finalist

Overview

• Macquarie Group is a leading sector specialist in global infrastructure with:
  • over 13 years of experience in this asset class; and
  • one of the world's largest infrastructure teams with over 1,200 staff in the advisory and specialised funds management business globally.
• Macquarie Funds Group’s Infrastructure Securities team specialises in managing listed infrastructure securities.
• Its 13-member investment team is based in Sydney and New York and manages 16 portfolios in 10 countries as at 31 December 2008.
• The team's two listed infrastructure securities strategies are:
  • Global Listed Infrastructure
  • Emerging Markets Listed Infrastructure

Why infrastructure

Typical features of infrastructure assets include:

• Basic, irreplaceable, essential services which have inelastic demand.
• Monopolistic/near monopolistic businesses with the potential to provide stable and predictable income and growth.
• Long-term growth correlated with GDP and income streams which tend to be correlated with inflation.
• Strong cash flows can be derived from a strategic position and low capex requirements once the asset is operational.

Overview

• Macquarie Funds Group has a dedicated and experienced global real estate securities team with investment personnel on the ground in the four major regions (US, Europe, Asia and Australia).
• Our differentiated investment process recognises that real estate securities are driven by local factors and that tailored stock selection processes in each region are required in order to capture local drivers.
• We offer high conviction regional portfolios with portfolio managers that are accountable and responsible for performance and stock selection processes in their respective regions.
• The portfolios use tactical asset allocations between regions to add additional value to the global portfolios.
• Macquarie Funds Group has a strong and long track record in this asset class.
• The investment team includes dedicated dealers for the portfolios.

Overview

• Macquarie has expanded selectively globally, seeking only to enter markets where our particular skills and expertise deliver real advantages to clients. As a result, we have established leading positions in a diverse range of markets.

Experience

Macquarie wide resources expertise can be found in areas including:

Commodity Research Metals Trading Commodity Hedging Senior Debt and Subordinated Debt Convertible/Mezzanine Finance Principal Equity Investments

Foreign Exchange Private Client and Institutional Stockbroking Equities Research Equity Capital Markets M&A Advisory Working Capital & Overrun Facilities

Why resources

• There are a large number of sub-sectors which are unique yet largely driven by the same macro factors, which allows for numerous relative value opportunities both inter-sector and intra-sector.
• The sectors are cyclical and understanding how the sub-sectors interact at different stages of the macro-economic cycle allows for unique relative value opportunities.
• It is a highly specialized area of investment which is often misunderstood by the market - as such price inefficiencies frequently exist from which investors with expert knowledge can benefit.
• The vertical nature of the industry means there are many stages of production from mining, refining, production and delivery, which can be played off against each other.
• The inherent volatility of the sector means that a directional investment strategy could have high risk - particularly in the short term. A properly designed and executed relative value strategy can take advantage of this volatility and any resultant short-term mispricing.

* Source: Risk Magazine

Overview

The Macquarie Group is a leader in commodities investment. Macquarie Funds Group is cooperating with Treasury and Commodities Group to offer commodities strategies to investors.

Treasury and Commodities Group (TCG)

• Team of 40 traders/commodities experts spread around the world
• Structures commodity linked notes and swaps for investors
• Provides commodity price management solutions to global client base
• Employs sophisticated trading models for hedging commodity risks

Macquarie Funds Group (MFG)

• MFG is a specialist in the application of VaR for the construction and management of portfolios across a wide range of asset classes and sectors.
• Systematic back-testing is conducted on all strategies considered for use.

Overview

Macquarie Funds Group offers fund of hedge funds constructed by a team of investment professionals with multi-cycle experience in financial markets, risk management and absolute return investing. The team uses a disciplined investment process which includes:

• An integrated approach encapsulating top-down and bottom-up considerations
• Qualitative investment methods supported by risk assessment and management
• Investment guidelines in order to remain true to the mandate
• Uncompromising due diligence process on underlying investments
  • Combines investment and business/operational considerations
  • Independent operational / business due diligence (with veto power)
• Independent risk monitoring

Overview

Macquarie Funds Group has been managing private equity fund of funds since 1996. It is a leading private equity fund of funds manager in the Asia Pacific region with a team of 25 dedicated professionals who manage and service approximately $US4.9 billion of private equity funds on behalf of institutional investors.

The team has private equity funds management staff located in five offices around the world in Sydney, Melbourne, Carlsbad, Hong Kong and London.

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