Macquarie Portfolio Solutions

    In unpredictable markets, how you respond to change makes all the difference.

    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.

    Deep expertise

    Our regional teams are some of the most experienced in the market, averaging over 20 years in the industry.

    Global reach

    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.

    Long-term partnership

    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.

    Technology shaped by you

    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.

    Independent performance appraisal

    Revenue attestation on every transition

    Breakdown of venue analysis

    Full audit trail at project conclusion

    Subscribe to our weekly insights email

    Get the latest insights from our team offering market expertise, trends in trading costs and volatility and key macro themes to assist you in navigating your way through transition.

    Headshot of Mick Larkin

    Mick Larkin

    Global Head of Transition Management
    Head of Portfolio Solutions, ANZ/APAC

    Headshot of Kevin Byrne

    Kevin Byrne

    Head of Portfolio Solutions, Americas

    Headshot of Paul McGee

    Paul McGee

    Head of Portfolio Solutions, EMEA

    Americas

    +1 212 231 2477 
    Email Americas team

    Asia Pacific

    +61 2 8232 5177 
    Email APAC team

    Europe, Middle East & Africa2

    +44 20 3037 4030
    Email EMEA team

     
    1. AI-CIO Survey published February 2021. Client satisfaction rating based on highest Net Promoter Score (NPS). Ranking based on results of Transition Management providers operating across >1 geographic region.
    2. Macquarie Capital (Europe) Limited is regulated in the United Kingdom by the Financial Conduct Authority and may not be eligible to provide Portfolio Solutions services in the EEA.