Lateral thinking

Overview

Macquarie Funds Management is continually developing new and better ways to add value in investment portfolios. We will constantly challenge accepted norms and look for solutions from different perspectives, so we can deliver new opportunities and superior results for our clients. Our well-resourced research teams, which include in-house economists and quantitative analysts, combine academic excellence with real world insight.

We have a strong history of firsts. 

Enhanced Indexing

Macquarie Funds Management pioneered this investment style in Australia, providing a solution for investors seeking above index returns for little additional risk. Today, Enhanced Indexing is a well-accepted style in investment markets.

We have broadened this style from equities to fixed interest and property securities and also offer an enhanced investment style for diversified portfolios.

We are now introducing our enhanced indexing to other markets such as Hong Kong and the United Kingdom.

True Indexing™

Macquarie Funds Management uniquely offers True Index™, which gives clients exact returns based on the index for no fund management fees.  Our total approach to risk management gives us the confidence to accept all the underperformance risk, while the client benefits from the certainty of exact index returns.

Negative duration in cash management

Our heritage as a leading cash manager led us to develop negative duration in cash portfolios, whereby an investment manager can add value in a cash portfolio when interest rates are rising - an idea that was contrary to previously accepted norms. Today negative duration is an accepted approach to cash management.

Access to new sectors

Macquarie has been leader in developing products that give clients access to new sectors, offering additional opportunities to gain competitive returns.

• Our private equity fund-of-funds have opened this exciting and unique sector to clients who would otherwise have been unable to benefit from the dynamic growth of young enterprises in Australia and globally.
• The Macquarie Global Bond Solution and Macquarie Global Small Companies Solution, the first products of their kind in Australia, link investors to a broad range of investment styles, sectors and global markets through leading international fund managers who are specialists in these sectors.