Overview
We use our expertise in risk management to construct portfolios and apply risk controls with accuracy and effectiveness.
Track record and team
Macquarie is noted for its leadership in risk management and compliance.
We have a well resourced independent legal and risk management team within Macquarie Funds Management that develops and operates our risk management systems across our funds management operations.
Systems and processes
We are continually developing our risk management systems and processes to provide consistent outcomes for your investments.
- We use the Macquarie Risk Index™, our proprietary risk and compliance framework, to comprehensively identify, quantify and qualify all risks, develop appropriate strategies and provide independent monitoring and reporting.
- We use pre-emptive risk controls to identify risks and avert or mitigate the risks.
- Our compliance rules, such as whether a security is eligible for a particular portfolio, are embedded into our dealing and investment systems. Our real-time security screening feeds from an on-line database that includes standardised security and portfolio information and customised client rules.
- We use frequent monitoring to minimise risks and costs. Each day our compliance team aims to monitor all funds for compliance breaches that may be caused by market movements, dealer error and cashflows. On any day, the team will test over 10,000 investment rules on over 200 portfolios.
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