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Investor Presentaiton

Overview of Macquarie Operating Groups Macquarie Asset Management Investing to deliver positive impact for everyone FY23 Net profit contribution $A2,342m ▼ 23% ~2,500 people on FY22 /|\ 26 ~175 portfolio companies¹ markets 97GW of green energy assets in development or construction² and 14GW of green energy assets in operation² ~23% Net profit contribution $A870.8 billion assets under management³ up 10% on Mar 22 1Q24 Update Outlook FY23 rankings & awards PEASSETS &-REAL No. 1 Infrastructure Investment Manager4 Private Markets $A336.3b ▲ 30% on Mar 22 Assets under management³ Infrastructure Investor No.1 Infrastructure Manager5 No. 4 Infrastructure Debt Manager5 with. Inteligence Mutual Fund & ETF Awards 2022 Active Fixed Income Mutual Fund of the Year 20226 BEST INVES MANAGER $A27.2b Equity deployed across 56 new investments $A38.2b Record equity raised $A34.8b Equity to deploy³ Public Appendix Investments $A534.5b ▼ slightly on Mar 22 Assets under management³ 70% of assets under management outperforming respective 3-year benchmarks8 Successfully completed the integrations of Waddell & Reed Financial, Central Park Group and AMP Capital's public investments business Note: Pie chart is based on FY23 net profit contribution from Operating Groups. 1. Excludes real estate assets. 2. As at 31 Mar 23 measured using 100% of generating capacity for assets managed/owned (including partially) by Macquarie. On balance sheet or under Macquarie's management. Excludes lending and private credit funds. Gigawatts (GW) of green energy assets reflect 100% generating capacity of each asset, not the proportion owned/managed by Macquarie. Macquarie defines 'green energy' as the generation of electricity or heat from renewable or low-carbon sources - and includes wind, solar, biogas and green hydrogen. 3. As at 31 Mar 23. Private Markets Assets under Management (AUM) is calculated as the proportional ownership interest in the underlying assets of funds and mandated assets that Macquarie actively manages or advises for the purpose of wealth creation, adjusted to exclude cross holdings in funds and reflect Macquarie's proportional ownership interest of the fund manager. Private Markets AUM includes equity yet to deploy. Prior year Private Markets AUM has been restated to include equity yet to deploy as at 31 Mar 22. 4. IPE Real Assets (Jul/Aug 22), ranking based on total AUM as of 31 Dec 21. 5. Infrastructure Investor (Nov 22), ranking based on the amount of infrastructure direct investment capital raised between 1 Jan 17 and 31 Aug 22. 6. Delaware National High-Yield Municipal Bond Fund was the recipient of the With Intelligence Mutual Fund & ETF Award 2022. 7. Money Magazine: Best of the Best Awards 2023. 8. As at 31 Mar 23. INVESTMENT Money MAGAZINE, WINNER 2023 BEST OF THE BEST 2023 Australia Investment Manager of the Year 20237 $A6.6b Equity returned to clients from divestments 20 0
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