Investor Presentaiton
Overview of Macquarie
Operating Groups
1Q24 Update
Outlook
Appendix
Growth
2020-21
112
Market opportunity
The Americas is the largest asset management market and underpenetrated
Global assets under management¹
$UStn
120
Americas investment landscape
Funding announced in recent US climate
policies4 ($UStn)
Americas capital landscape
1.9
100
0.4
Other
100
28
▲ 12%
25
60
80
0.4
New infrastructure
28
▲ 8%
26
60
Institutional
~$US14tn²
48
Wholesale
~$US25tn³
0.5
Clean energy
and climate
40
8
40
20
20
15
49
49
25
2010
2020
56
14%
2021
0.6
Ongoing
infrastructure
Americas
EMEA
APAC and other
1. BCG Global Asset Management 2022 report. The Americas include both North America and Latin America. 2. Macquarie analysis based on various sources (Money Market Directory; International Association of Insurance supervisors, Global insurance market report and Oliver Wyman & Morgan Stanley, Global Wealth
and Asset Management Report). 3. Casey Quirk a Deloitte business. As of Dec 21. Excludes money market and cash. US Wholesale market defined as investment products/solutions distributed to retail investors via financial intermediaries. 4. BCG's US Inflation Reduction Act: Climate and Energy Features and Potential
Implications. Clean energy and climate funding Includes $US369b under US Inflation Reduction Act and $US110b under Infrastructure Investment and Jobs Act.
O Macquarie Group Limited
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