Macquarie Capital's experienced Portfolio Solutions team can help you navigate change with confidence, providing deep expertise in managing the risks and costs of asset allocation, transition management and portfolio restructuring. We partner with our clients over the long term to offer an end-to-end project management and execution service, from detailed planning and reconciliation of trading, through to comprehensive reporting and ongoing engagement.
Our regional teams are some of the most experienced in the market, averaging over 20 years in the industry.
With a 24-hour global agency trading platform our connectivity to markets, counterparties and investors allows us to achieve an optimal execution service in each asset class.
As a dedicated partner, we’re committed to forging long-term relationships with our clients and tailor solutions to fit their evolving needs and specific situations.
Our state-of-the-art platform, PILOT, was built by our expert team with client input every step of the way. It incorporates analytics, trading, risk, reporting and project management.
We pride ourselves on our award-winning, end-to-end transition management service. Our global team can help clients successfully implement fund mergers, liquidations and asset allocation changes across equities, fixed income, and derivatives products. Read our case studies below.
We currently manage overlay services for over $A20 billion of assets. This is through strategies that use derivative investment vehicles to obtain, offset or substitute specific portfolio exposures beyond those provided by the underlying portfolio assets. Synthetic replication of asset classes, markets or factor exposure, is achieved using our range of tools, including portable alpha, foreign exchange overlays, rebalancing, liability-driven investments, cash equitisation, hedge fund replication, and completion overlay.
Similar to our overlay services, our project management capabilities can also work for currency exposures within a single fund or multiple funds and can be executed using our in-house brokerage. The service is managed around the clock and reporting can be provided on a frequency that suits the client.
Clients may need an interim portfolio management service when unforeseen circumstances arise and a fund manager must be changed immediately. Our team can step in and manage a portfolio while an alternative solution is found, offering a range of instrument types and tracking error tolerance over the period.
As our client, you’ll receive a tailored, comprehensive suite of reporting throughout the life cycle of an event. We provide planning documents, pre-trade analytics, daily updates, post-transition reporting, and additional custom reports to help ensure your decisions are backed by real insights.
Global Head of Transition Management
Head of Portfolio Solutions, ANZ/APAC
Head of Portfolio Solutions, Americas
Head of Portfolio Solutions, EMEA
+1 212 231 2477
Email Americas team
+61 2 8232 5177
Email APAC team
+44 20 3037 4030
Email EMEA team
About Macquarie Capital
