Investor Presentaiton
Overview of Macquarie
Operating Groups
1Q24 Update
Outlook
Appendix
About Macquarie ~41%
•
Annuity-style activities | Net Profit Contribution
BFS
MAM
CGM
~59%
Markets-facing activities | Net Profit Contribution
Banking and Financial Services Macquarie Asset Management Commodities and Global Markets
Macquarie's retail banking and financial
services business with BFS deposits¹ of
$A129.4b², loan portfolio³ of $A127.7b² and
funds on platform of $A123.1b²
Provides a diverse range of personal banking,
wealth management and business banking
products and services to retail clients,
advisers, brokers and business clients
$A870.8b4 of assets under management, with
the aim of investing to deliver positive impact
for everyone
Provides investment solutions to clients across
a range of capabilities, including infrastructure,
green investments, agriculture and natural
assets, real estate, private credit, asset finance,
secondaries, equities, fixed income and multi-
asset solutions
Global business offering capital and financing, risk management, market access,
physical execution and logistics solutions to its diverse client base across Commodities,
Financial Markets and Asset Finance
•
Capital and financing: provides clients
with financing and asset management
solutions across the capital structure
Risk management: helping clients
manage exposure to price changes in
commodities, currencies, credit and
equity markets
Market access: helping clients
access assets and prices via liquidity
and electronic markets globally
Physical execution and logistics:
supporting clients with access to
physical commodities and
facilitating their transport from
production to consumption
CGM's deep expertise and physical presence allow us to optimise how we manage both
our clients' risk exposures and trading opportunities we see which are conducted
within Macquarie's strong internal risk management framework
MacCap
Macquarie Capital
Global capability in:
Advisory and capital raising services,
investing alongside partners and clients
across the capital structure. Providing clients
with specialist expertise, advice and flexible
capital solutions across a range of sectors
Development and investment in
infrastructure and energy projects and
companies, with a focus on transport, digital
and social infrastructure
Equities brokerage, providing clients with
access to equity research, sales, execution
capabilities and corporate access
FY23 Net Profit Contribution
BFS ~12%
Risk Management Group
MAM | ~23%
An independent and centralised function
responsible for independent and objective review
and challenge, oversight, monitoring and reporting
in relation to Macquarie's material risks.
CGM | ~6%
CGM | ~51%
Legal and Governance Group
Provides a full range of legal and corporate
governance services, including strategic legal and
governance advice and risk assessment on
corporate transactions, treasury and funding,
insurance, regulatory enquiries and litigation.
Financial Management Group
Responsible for capital, funding, liquidity, tax and strategic
analysis and advice to support growth of the business.
Ensures compliance with financial, regulatory and tax
reporting obligations, as well as maintaining relationships
with a range of significant external stakeholders.
MacCap | ~8%
Corporate Operations Group
Provides specialist services in technology, operations, human
resources, workplace, data and transformation, strategy,
operational risk management, business resilience and global
security, and the Macquarie Group Foundation.
Note: Where referenced in this document, net profit contribution is management accounting profit before unallocated corporate costs, profit share and income tax. All numbers in this presentation have been reclassified to reflect the transfer of the Green Investment Group from Macquarie Capital to Macquarie Asset
Management effective 1 Apr 22. 1. BFS deposits include home loan offset accounts and exclude corporate/wholesale deposits. 2. As at 31 Mar 23. 3. The loan portfolio comprises home loans, loans to businesses, car loans and credit cards. 4. As at 31 Mar 23. Private Markets Assets under Management (AUM) includes
equity yet to deploy. This is a change from prior periods, when equity yet to deploy was excluded, and has been implemented to bring MAM in line with peers. Prior periods have been restated to reflect the change.
O Macquarie Group Limited
5View entire presentation