Macquarie · consulting-deck
Goldman Sachs Sixteenth Annual ANZ Investment Forum Presentation
70 pages · 4 arc beats · 3 loops
Goldman Sachs Sixteenth Annual ANZ Investment Forum Presentation
Macquarie arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 27 hits — 0/3 slides
66.7% 2/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits — 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides Evidence & Proof 12 slides 100% 12/12 slides 100% 12/12 slides · 74 hits — 0/12 slides
41.7% 5/12 slides 25% 3/12 slides 100% 12/12 slides — 0/12 slides
Impact & Next Steps 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits — 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides — 0/2 slides
Slide inventory
70 every slide · same image gating as the playbook
01
Features an image of a Holey Dollar and Dump, historical Australian currency.front_matter
04
Features the Holey Dollar, a historical Australian coin, which is a key part of Macquarie's brand identity.transition
Open slide detailBeat · Situation & Context
05
Includes a stacked bar chart for business mix and a dotted map for global presence.establish_context
Open slide detailBeat · Situation & Context
06
The slide uses a grid of 8 key performance indicators to demonstrate company strength.summarize
Open slide detailBeat · Situation & Context
08
The chart uses a waterfall-like structure to show cumulative growth over time, annotated with specific business milestones.illustrate_case
09
The charts use a stacked bar format to show 1H and 2H performance for each fiscal year.summarize
Open slide detailBeat · Evidence & Proof
10
The slide uses a dot-density map style to represent global presence, with vertical callouts for regional staff counts and city lists.establish_context
Open slide detailBeat · Evidence & Proof
11
The slide uses pie charts to show composition changes over a 12-year period.analyze_data
Open slide detailBeat · Evidence & Proof
12
The table breaks down capital allocation and ROE performance across annuity-style and markets-facing business segments.analyze_data
Open slide detailBeat · Evidence & Proof
13
The charts show Macquarie's earnings volatility relative to other financial institutions, highlighting its stability.compare_peers
Open slide detailBeat · Evidence & Proof
14
The chart shows outperformance vs ASX200 over time, while the table provides specific percentage outperformance figures for 3, 5, 10 years and since listing.quantify_impact
Open slide detailBeat · Evidence & Proof
15
The slide uses a custom dot-plot/range chart to visualize rating volatility across two major agencies (S&P and Moody's).compare_peers
Open slide detailBeat · Evidence & Proof
16
The slide uses stacked bar charts to visualize the composition of assets and liabilities over time.analyze_data
Open slide detailBeat · Evidence & Proof
17
The slide uses a consistent color palette across charts to represent different categories of funding.analyze_data
Open slide detailBeat · Evidence & Proof
18
The chart compares Harmonised Basel III estimates vs APRA-specific reporting for CET1 and Leverage ratios.analyze_data
Open slide detailBeat · Evidence & Proof
19
The chart uses a waterfall structure to bridge the capital surplus between two reporting periods, accounting for dividends, P&L, and business growth.analyze_data
Open slide detailBeat · Evidence & Proof
20
The slide provides specific financial details regarding capital instruments (MIS and BCN) and their impact on Tier 1 capital.summarize
Open slide detailBeat · Evidence & Proof
21
The chart uses a waterfall structure to bridge capital requirements between reporting periods.quantify_impact
22
Includes detailed footnotes referencing specific regulatory papers and dates.summarize
23
The slide provides status updates on legal and regulatory matters for Macquarie.summarize
24
The slide outlines the firm's risk culture and governance structure.present_framework
25
The slide uses a three-column structure for ESG pillars and a row of metrics for highlights.summarize
26
Features a 'holey dollar' coin, a historical symbol of Macquarie Group.transition
27
The slide uses a two-tier structure to categorize business units and show their financial contribution.summarize
Open slide detailLoop · Pattern Hunter
28
Includes a mix of financial metrics, operational scale, and industry awards.summarize
Open slide detailLoop · Pattern Hunter
29
The slide displays three bar charts tracking financial metrics over time, with a split between 1H and 2H performance for the first two charts.analyze_data
Open slide detailLoop · Pattern Hunter
30
The chart uses a stacked bar for income components (LHS) and a line chart for EUM (RHS), with horizontal dashed lines indicating average percentage yields.analyze_data
Open slide detailLoop · Pattern Hunter
31
The slide uses a split layout: left side for business structure and key financial performance, right side for market positioning and scale.summarize
Open slide detailLoop · Pattern Hunter
33
Includes a mix of financial results, operational tenure, and market leadership rankings.summarize
Open slide detailLoop · Pattern Hunter
34
The slide displays a stacked bar chart for historical profit and a pie chart for income breakdown.summarize
Open slide detailLoop · Pattern Hunter
35
Slide highlights key financial metrics and industry rankings/awards.summarize
Open slide detailLoop · Pattern Hunter
38
The slide provides a high-level qualitative update on financial performance for the third quarter of 2020.summarize
39
Slide provides key metrics for two business segments including AUM, deposits, and portfolio growth.summarize
42
The slide uses a matrix-like structure to categorize business units by type (Annuity-style vs Markets-facing) and group (Banking vs Non-Banking).summarize
45
The slide uses a 2x2-like layout to segment business groups by type (Annuity-style vs Markets-facing) and regulatory status (Non-Banking vs Banking Group).present_solution
Open slide detailBeat · Impact & Next Steps
46
Features a Holey Dollar coin, a historical Australian currency.transition
Open slide detailBeat · Impact & Next Steps
47
The image is of a 'Holey Dollar', a historical Australian coin, which is a common branding element for Macquarie Group.transition
49
The chart illustrates the bridge between 1H19 NPAT and 1H20 NPAT using operating group contributions and tax adjustments.analyze_data
Open slide detailLoop · Mece Breakdown
50
The chart illustrates the bridge between 1H19 NPC and 1H20 NPC.analyze_data
Open slide detailLoop · Mece Breakdown
51
The chart illustrates the bridge between two AUM values using intermediate flows.analyze_data
Open slide detailLoop · Mece Breakdown
52
MIRA stands for Macquarie Infrastructure and Real Assets. EUM stands for Equity Under Management.quantify_impact
Open slide detailLoop · Mece Breakdown
54
The chart uses two different y-axes (lhs and rhs) to accommodate different scales of data.analyze_data
Open slide detailLoop · Mece Breakdown
55
The chart illustrates the bridge between 1H19 NPC and 1H20 NPC, highlighting specific business unit contributions.quantify_impact
Open slide detailLoop · Mece Breakdown
56
The slide uses a grouped bar chart format to compare performance across time periods (31-Mar-17 to 30-Sep-19).analyze_data
Open slide detailLoop · Mece Breakdown
57
The chart illustrates the bridge from 509M in 1H19 to 223M in 1H20.analyze_data
Open slide detailLoop · Mece Breakdown
58
The chart illustrates the net change in regulatory capital through 'Investments' and 'Realisations'.analyze_data
59
The slide provides a detailed financial breakdown of compliance costs, distinguishing between project-based and BAU spend.analyze_data
60
Includes footnotes explaining reporting basis and specific portfolio movements.analyze_data
61
The table provides a breakdown of equity investments by category, comparing carrying values between Sep 19 and Mar 19, with descriptive notes for each category.analyze_data
63
Includes detailed breakdown of income, expenses, and key operational metrics like AUM and Headcount.analyze_data
65
Includes detailed breakdown of income streams and operating expenses.analyze_data
66
Includes detailed breakdown of income, expenses, and transaction metrics.analyze_data
70
Features an image of a Holey Dollar and Dump, historical Australian currency.front_matter