Macquarie Investment Management Business Trust

Macquarie Investment Management Business Trust

Macquarie Investment Management Business Trust

Date Founded



1 Commerce Square,2005 Market Street,Philadelphia, PA 19103-7028

Type of Company


Employees (Worldwide)



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

Executive Director & Head of US Fixed Income

Executive Director

Executive Director

Executive Director

Executive Director & CIO of US Small-Mid Cap Value

Executive Director & CIO of Core Equity

Executive Director & Global Head of Equities

Senior Vice President & Chief Financial Officer

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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Delaware Enhanced Global Dividend & Income Fund, Macquarie Group Ltd. 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

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


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.


Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

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