Macquarie FolioIQ is a web‑based investment intelligence platform designed for how equity investors think and invest.
Built on Macquarie’s Style 2.0 research, FolioIQ brings clarity to the style and economic exposures that are often missed by traditional analysis, equipping investors with deeper insights and supporting more intentional, transparent and resilient investment decisions.
FolioIQ goes beyond broad, headline-style labels to uncover the meaningful variation within value, growth and quality. This variation is often what matters most, shaping performance, risk and outcomes across the cycle.
By capturing these nuances, FolioIQ helps investors to:
This deeper perspective helps investors avoid surprises and better understand why portfolios behave the way they do in different environments.
Macquarie FolioIQ helps investors understand how portfolios behave across styles and macro exposures within different market regimes. This helps investors connect portfolio positioning to real world economic outcomes and to make more confident, informed investment decisions.
Gain greater insight into your portfolio beyond traditional style labels and factor summaries.
Uncover unintended concentrations, style drift and off strategy exposures that may be missed by conventional analysis.
Track how portfolio exposures evolve and what is driving changes in performance and risk.
Link portfolio positioning to macro, risk and market regimes, including growth, inflation, interest rates, risk and sentiment.
Translate portfolio insight into more informed investment decisions, stronger research questions and more deliberate portfolio positioning.
FolioIQ goes beyond traditional portfolio analytics to support genuine stock‑level idea generation for independent distillation, linking bottom‑up insights directly to portfolio exposures and risk. And by revealing the style and economic drivers that matter most across market and macro regimes, it enables clearer evaluation of existing positions and more deliberate, transparent exposure management, supporting investment decisions made with greater confidence.
Macquarie FolioIQ is designed for investors who want actionable insight into portfolio behaviour, positioning and idea generation at both the portfolio and stock level.
FolioIQ was built to bring our Style 2.0 research to life — closing the gap between how portfolios are labelled by legacy tools and how investors actually think. This opens up portfolio insights and stock level idea generation for independent distillation that aren’t possible within traditional analytical frameworks.”
Richard Lawson
Senior Vice President, Equities Quant Research
Macquarie Capital
Discover how Macquarie FolioIQ can help you understand portfolio behaviour, identify hidden risks and generate more informed investment insights.
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