Macquarie Investment Management Business Trust

Macquarie Investment Management Business Trust

Macquarie Investment Management Business Trust

Overview
Date Founded

1988

Headquarters

2005 Market Street,Philadelphia, PA 19103-7098

Type of Company

Private

Employees (Worldwide)

582

Industries

Investment Services & Portfolio Management

Company Description

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives, whether such objectives are growth, total return, current income, tax-exempt income, asset allocation, international or global, or stability of principal. In addition, a portfolio manager will generally consider the composition of the relevant benchmark index, as well as the composition of portfolios within a competitive peer group when constructing the portfolio for a fund. This method is designed to minimize both excessive volatility within the portfolio and wide divergence in performance versus the market in a given investment style or mandate, while seeking to produce consistently above average long-term performance. MIMBT manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. They invest in growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects using fundamental analysis with a bottom-up approach.

Contact Data
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Executives & Employees

Chief Executive Officer & President

Executive Director & CIO of US Small-Mid Cap Value

Executive Director & CIO of Core Equity

Senior Vice President & Chief Financial Officer

Senior Vice President, General Counsel, Secretary & Trustee

Chief Legal Officer/Director

Senior Managing Director & Global Head of Equities

Co-Head of Multisector/Core Plus Fixed Income, Global Fixed Income Team

Managing Director & Head of Municipal Bonds

MD & Head of Municipal Bonds Portfolio Management

Board of Trustees

Senior Vice President, General Counsel, Secretary & Trustee at Macquarie Investment Management Business Trust

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Recent Transactions
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Macquarie Group Ltd., Delaware Enhanced Global Dividend & Income Fund purchase Delaware Investments Global Dividend & Income Fund, Inc.

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Macquarie Group Ltd. purchases Macquarie Investment Management Business Trust from Lincoln National Corporation

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First Trust Portfolios LP purchases Unit Investment Trust Uit from Macquarie Investment Management Business Trust

Advisors & Consultants
Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Auditor

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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