Australia Asset Manager First Sentier Group $17 Billion Quantitative Equities Investor RQI Investors Launches First Quantitative Investment Strategy (RQI Global Value Fund) to Retail Investors in Hong Kong with Monthly Distribution, New Fund is Vehicle of Flagship Strategy $7 Billion RQI Investors Global Value Strategy Launched in 2008, Invests in 700 Stocks Globally with Current Dividend Yield at 5.07%, Managed by Dr Joanna Nash, Dr Ron Guido, Dr Wang Chun Wei & Dr David Walsh
10th September | Hong Kong
Australia asset manager First Sentier Group ($140 billion AUM) quantitative equities investor RQI Investors ($17.5 billion AUM) has launched the first quantitative investment strategy (RQI Global Value Fund) to retail investors in Hong Kong with monthly distribution. The new fund is a vehicle of RQI flagship strategy RQI Investors Global Value Strategy ($7 billion AUM) launched in 2008, investing in around 700 stocks globally with current dividend yield at 5.07%. RQI Investors Global Value Strategy is managed by Dr Joanna Nash, Dr Ron Guido, Dr Wang Chun Wei & Dr David Walsh. Announcement (8/9/25): “RQI Investors, an Australian-based global quantitative manager within the First Sentier Group that manages US$17.5 billion, today launches its first quantitative investment strategy – RQI Global Value Fund – to retail investors in Hong Kong. RQI Global Value Fund is the latest vehicle of RQI Investors’ flagship Global Value Strategy. First launched in 2008, it collectively manages US$7 billion. It invests in approximately 700 stocks globally to help investors diversify away from the expensive US / Growth positions, which mitigates their concentration risks in the US. Through its Core Value approach and Artificial Intelligence (AI)-enabled Alpha Signal Overlay, RQI Investors’ Global Value Strategy has delivered top quartile in the value universe and also outperformed broad global equity market index – MSCI All Country World Index. The monthly distribution share classes are launched for Hong Kong retail market. The actual dividend yield for RQI Global Value Fund Class I USD (M Dist) stands at 5.07%, as of 1 August 2025, reflecting the target to delivering value and performance to its investors. The Global Value Strategy has a 16-year track record and has received positive evaluations from global asset consultants and Australian-based research houses. The RQI Investors Global Value Strategy is globally managed by Dr Joanna Nash, Dr Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.” In 2025 September, Australia asset manager First Sentier Group ($140 billion AUM) infrastructure investment manager Igneo Infrastructure Partners ($22 billion) appointed 2 new partners with hiring of ex-Goldman Sachs & Stonepeak Carolyn Pearce as Partner & Global Head of Capital Formation, and appointing Igneo Infrastructure Partners Head of Asset Management Australia & New Zealand Daniel Timms as Partner. In 2025 July, First Sentier Investors announced the setup of First Sentier Group as umbrella brand for 6 investment managers (AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors & Stewart Investors). In 2019, First Sentier Investors was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group), and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). In 2025 May, First Sentier Investors quantitative equities investor RQI Investors launched the Global Value Fund (UCITS) outside of Australia from $6.5 billion flagship Global Value Strategy (launched in 2008). The new fund vehicle is seeded with $50 million ($20 million from a family office & $30 million co-investment from First Sentier Investors). RQI Investors Global Value Fund (UCITS) is available to investors in UK, Europe, Singapore & Canada. UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds. In 2025 March, First Sentier Investors alternative credit specialist AlbaCore ($9 billion AUM) launched a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates.
“ Australia Asset Manager First Sentier Group $17 Billion Quantitative Equities Investor RQI Investors Launches First Quantitative Investment Strategy (RQI Global Value Fund) to Retail Investors in Hong Kong with Monthly Distribution, New Fund is Vehicle of Flagship Strategy $7 Billion RQI Investors Global Value Strategy Launched in 2008, Invests in 700 Stocks Globally with Current Dividend Yield at 5.07%, Managed by Dr Joanna Nash, Dr Ron Guido, Dr Wang Chun Wei & Dr David Walsh “
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RQI Investors’ Chief Executive, Andrew Francis: “We are excited to launch RQI Investors’ first quantitative investment strategy in Hong Kong, marking a significant milestone as we expand our global footprint into one of Asia’s most dynamic financial markets. Following our successful launch of the RQI Investors’ Global Value Strategy in the UK, Europe, Canada and Singapore markets in May, we are pleased to offer a distinctive investment opportunity to investors in Hong Kong to help them capture the potential of regular income in three currencies – USD, HKD and RMB-hedged … … The Global Value Strategy is systematic, removing key person risk, is value-tilted and contrarian in its approach. It aims to provide a higher yield and lower valuations than the benchmark index, with effective diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding value traps and stocks that are cheap for a reason. Its fees are highly competitive relatively and the outcomes have been top quartile over ten years in the value universe and consistently outperformed the market over the long term.”
Head of Investments at RQI Investors, Dr David Walsh: “We are very pleased to introduce RQI to investors in Hong Kong. By combining advanced data analysis with expert human oversight, it supports diversified equity portfolio through a disciplined, highly active, and repeatable value investing process. Leveraging on quantitative investing with AI and Machine Learning tools, our proprietary approach and experienced team aim to uncover alpha-generating insights for investors.”
RQI Investors – RQI Investors is part of the First Sentier Group and manages US$17.5 billion (as at 30th June 2025) in Australian, global and emerging market shares across its Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that delivers investment performance by combining investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
Australia Asset Manager First Sentier Group $22 Billion Infrastructure Investment Manager Igneo Infrastructure Partners Appoints 2 New Partners with Hiring of ex-Goldman Sachs & Stonepeak Carolyn Pearce as Partner & Global Head of Capital Formation and Appointing Head of Asset Management Australia & New Zealand Daniel Timms as Partner
4th September – Australia asset manager First Sentier Group ($140 billion AUM) infrastructure investment manager Igneo Infrastructure Partners ($22 billion) has appointed 2 new partners with hiring of ex-Goldman Sachs & Stonepeak Carolyn Pearce as Partner & Global Head of Capital Formation, and appointing Igneo Infrastructure Partners Head of Asset Management Australia & New Zealand Daniel Timms as Partner. Announcement (4/9/25): “Igneo Infrastructure Partners, a global infrastructure investment manager, has announced the appointment of two new Partners: Carolyn Pearce and Daniel Timms. Pearce and Timms join Igneo’s existing seven Partners, who manage Igneo’s global business and strategy. Carolyn Pearce will join as a Partner and Global Head of Capital Formation in October, based in London. In this newly created role, Pearce will oversee all investor relations, fundraising and consultant engagement on a global basis, helping to drive Igneo’s growth and ambitious expansion plans. Pearce will lead a global Investor Relations team based in Europe, Australia and North America, reporting to Niall Mills, Managing Partner, Global Head of Igneo Infrastructure Partners. Pearce has significant investment experience in the infrastructure sector, with over 15 years spent in leadership roles, working across investor relations, capital raising and product development. As a Managing Director at Stonepeak, and previously as Head of Investor Relations and ESG at Infracapital (part of M&G Prudential), Pearce’s responsibilities have included investor servicing and coverage, capital formation strategy, new product initiatives and fundraising execution; her roles have also included ESG advisory. Prior to Investor Relations, Pearce began her career in the Investment Banking division of Goldman Sachs. Pearce helped to found the Infrastructure Industry Foundation, which since its inception in 2019 has raised over £2 million for charity, including developing a social mobility programme for the industry. Pearce holds an Executive MBA from the Said Business School at Oxford University; originally from New Zealand, she earned a first-class degree in Finance Economics from the University of Auckland. Igneo is also pleased to announce the appointment of Daniel Timms as a Partner, effective 1st October. Based in Sydney, Timms joined Igneo in 2016 and has played a key role in developing the ANZ business including sitting on the Investment Committees of the Global Diversified Infrastructure Fund and Australian New Zealand Diversified Infrastructure Fund. Prior to Igneo, Timms held a number of senior roles at Origin Energy over 13 years. Daniel holds first class honours in Mechanical Engineering from the University of Adelaide, a Masters of Applied Finance from Kaplan Business School and is a graduate from the Australian Institute of Company Directors.” In 2025 July, First Sentier Investors announced the setup of First Sentier Group as umbrella brand for 6 investment managers (AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors & Stewart Investors). In 2019, First Sentier Investors was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group), and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). In 2025 May, First Sentier Investors quantitative equities investor RQI Investors launched the Global Value Fund (UCITS) outside of Australia from $6.5 billion flagship Global Value Strategy (launched in 2008). The new fund vehicle is seeded with $50 million ($20 million from a family office & $30 million co-investment from First Sentier Investors). RQI Investors Global Value Fund (UCITS) is available to investors in UK, Europe, Singapore & Canada. UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds. In 2025 March, First Sentier Investors alternative credit specialist AlbaCore ($9 billion AUM) launched a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates.
Niall Mills, Global Head of Igneo Infrastructure Partners: “I am delighted to welcome Carolyn and Daniel as Partners. Being able to attract and promote such accomplished infrastructure sector executives demonstrates Igneo’s strength and our exciting plans for growth. Carolyn has a strong track record and proven experience across product development, capital raising and investor relations, with existing strong investor relationships, and her appointment will help to drive the next stage of our success. Daniel has become a key part of the leadership team for the Australian business in the last few years. He is a proven infrastructure investor delivering value to our investors across transactions and asset management and his appointment sets the Australian team up for continued growth. In recent years we’ve had particularly strong global business growth, a testament to our partnership philosophy and relentless focus on delivering long-term sustainable value for our many loyal clients. We now run one global and three regionally focused strategies. Our global strategy has grown to manage over US$7.2bn; and we expect the European strategy to reach the €5 billion hard cap in the third quarter of this year, with the fourth set to launch in 2026. We held the first close of the new North American strategy at US$600 million in September 2024, and in May, we relaunched a strategy, to focus investment on Australia and New Zealand. Throughout our history, we have been led by our clients’ requirements, developing products that meet and exceed their needs.”
Carolyn Pearce: “I am very excited to be joining Igneo. I was attracted by the team’s partnership- based approach, their culture and their global ambition to sustainably build on their track record of excellent investment performance, which I believe differentiates the firm. I look forward to being part of Igneo’s ambitious plans for the future.”
Igneo Infrastructure Partners – Igneo is an autonomous investment team in the First Sentier Investors Group. It invests in high- quality, mature, mid-market infrastructure companies in renewables, digital infrastructure, waste management, water utilities and transportation / logistics sectors in the UK, Europe, North America, Australia and New Zealand. Operating since 1994, the team works closely with portfolio companies to create long-term sustainable value through innovation, a focus on ESG and proactive asset management. Igneo manages US$22.5 billion in assets as of 30 June 2025 on behalf of more than 200 investors around the world.
Australia $140 Billion First Sentier Investors Announced Setup of First Sentier Group as Umbrella Brand for 6 Investment Managers (AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors & Stewart Investors), First Sentier Investors Acquired in 2019 by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group) & Operates as Standalone Global Investment Management Business
31st July – Australia asset manager First Sentier Investors ($140 billion AUM) has announced the setup of First Sentier Group as umbrella brand for 6 investment managers (AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors & Stewart Investors). In 2019, First Sentier Investors was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group), and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). Announcement (31/7/25): “First Sentier Investors, a global investment manager, announces today the establishment of First Sentier Group, in response to its evolution as a multi-affiliate asset manager, and to provide greater clarity around its brand hierarchy and identity, worldwide. Headquartered in Sydney, First Sentier Group manages US$140.5 billion in assets globally, and now serves as the overarching umbrella brand supporting its affiliate investment teams of AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors. First Sentier Group has unveiled a new visual identity and brand narrative across all markets … … The launch of the First Sentier Group brand also provides the opportunity for the organisation to clearly delineate from its affiliate investment team, First Sentier Investors, the name of which was previously used to describe the umbrella group. As an affiliate, First Sentier Investors will maintain its current brand under the First Sentier Group, and will focus on Australian equities, listed infrastructure, property securities, cash and fixed income. Across the Group, there is no change in the investment teams, their investment processes or autonomy as a result of the update.” In 2025 May, First Sentier Investors quantitative equities investor RQI Investors launched the Global Value Fund (UCITS) outside of Australia from $6.5 billion flagship Global Value Strategy (launched in 2008). The new fund vehicle is seeded with $50 million ($20 million from a family office & $30 million co-investment from First Sentier Investors). RQI Investors Global Value Fund (UCITS) is available to investors in UK, Europe, Singapore & Canada. UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds. In 2025 March, First Sentier Investors alternative credit specialist AlbaCore ($9 billion AUM) launched a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates.
Lauren Prendiville, Global Head of Distribution & Marketing: “Our business has evolved over time to become a global group of affiliate investment teams, so it’s exciting to reflect this in our new identity and to be able to strengthen our brand presence worldwide. First Sentier Group brings together and supports our distinct affiliate investment teams to deliver meaningful investment outcomes for our clients. At the same time, they continue to benefit under one agile operating model, while preserving their investment autonomy. As the umbrella brand, we have refreshed our visual identity and we believe our brand promise of ‘Better Strategies. Better Service. Better Possibilities,’ emphasises our client- centric and collaborative approach to achieving our clients’ goals.”
First Sentier Group – First Sentier Group is a global asset management organisation that brings together affiliate investment teams to deliver meaningful investment outcomes for our clients. Today, across the First Sentier Group, we manage US$140.5 billion* in assets across global and regional equities, cash and fixed income, listed and direct infrastructure and listed property securities, and alternative credit. We are home to distinct affiliate investment teams including AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors, and Stewart Investors. All investment teams operate with discrete investment autonomy, according to their investment philosophies and based on responsible investment principles. As a Group, we pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients’ goals and enhancing their possibilities for the future, while continually striving for better. We are owned by Mitsubishi UFJ Trust and Banking Corporation, (a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc) and operate as a standalone global investment management business with offices across Europe, the Americas, and Asia Pacific. We are a globally Certified B Corporation and signatory to the UK Stewardship Code.
Australia Asset Manager First Sentier Investors $15 Billion Quantitative Equities Investor RQI Investors Launches Global Value Fund (UCITS) Outside of Australia from $6.5 Billion Flagship Global Value Strategy Launched in 2008, New Fund Seeded with $50 Million ($20 Million Family Office & $30 Million Co-Investment from First Sentier Investors), Available to Investors in UK, Europe, Singapore & Canada, UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds
16th May 2025 – Australia asset manager First Sentier Investors quantitative equities investor RQI Investors ($15 billion AUM) has launched the Global Value Fund (UCITS) outside of Australia from $6.5 billion flagship Global Value Strategy (launched in 2008). The new fund vehicle is seeded with $50 million ($20 million from a family office & $30 million co-investment from First Sentier Investors). RQI Investors Global Value Fund (UCITS) is available to investors in UK, Europe, Singapore & Canada. UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds. In 2019, First Sentier Investors ($127 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group), and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). Announcement (16/5/25): “RQI Investors, an Australian-based global quantitative manager within the First Sentier Investors group, that manages US$15.4bn, today launches a UCITS vehicle of its successful Global Value strategy available to UK, European, Singaporean and Canadian investors. The RQI Investors’ Global Value Fund is the latest vehicle of RQI Investors’ flagship Global Value Strategy; first launched in 2008, it collectively manages in excess of US$6.5bn (as at 31 March 2025). RQI Investors Global Value Strategy has delivered top quartile performance versus Value peers (both quants and stock pickers) outperforming the median global value managers in the Nasdaq eVestment database, by 3.6% p.a., 2.5% p.a, 1.6% p.a. and 1.3% p.a. over the last three, five, seven and ten years respectively … … The RQI Investors Global Value Strategy is globally managed by Dr. Joanna Nash, Dr. Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.” In 2025 March, First Sentier Investors alternative credit specialist AlbaCore ($9 billion AUM) is launching a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates. First Sentier Investors ($134 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group) in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific).
RQI Investors’ Chief Executive, Andrew Francis: “This is an exciting development for RQI Investors, the company’s first investment vehicle outside of Australia as we seek to grow our highly successful business internationally. The Global Value strategy has an impressive 16-year track record, is highly regarded by global asset consultants and has excellent Australian based research house ratings. In addition, its track record is excellent versus value peers and value indices. The Global Value strategy is systematic, removing the issues of key person risk, is value-titled and contrarian in its approach. It has a higher yield and lower valuations than the market cap index, providing strong diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding Value traps and stocks that are cheap for a reason. Its fees are highly competitive versus other active managers and the outcomes have been top quartile over ten years versus value peers. The new vehicle is being seeded with US$50m; US$20m from a Family Office, with a further US$30m co- investment from RQI Investors’ parent company, First Sentier Investors. To achieve this scale of seed investment from a Family Office is a huge endorsement of RQI Investors’ strategy and team, as is the confidence demonstrated by First Sentier Investors in matching the investment.”
Head of Investments at RQI Investors, Dr David Walsh: “We’re very pleased to be bringing the RQI Investors Global Value Strategy to new investors; the UCITS fund is well-placed to take advantage of the current market dynamics, where US-led concentration looms large.”
RQI Investors – RQI Investors is part of the First Sentier Investors group and manages US$15.4 billion (as at 31st March 2025) in Australian, global and emerging market shares across its Diversified Alpha and Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that delivers investment performance by combining the best investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
Australia Asset Manager First Sentier $9 Billion Alternative Credit Specialist AlbaCore Launches $1.8 Billion Senior Direct Lending Strategy (First Close) with Anchor Investments from $1 Trillion Abu Dhabi Investment Authority (AIDA) Subsidiary and Mitsubishi UFJ Trust & Banking Corporation, Fund to Invest in Senior Private Loans in Upper-Mid to Large Cap European Corporates
30th March 2025 – Australia asset manager First Sentier Investors ($134 billion AUM) alternative credit specialist AlbaCore ($9 billion AUM) is launching a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates. First Sentier Investors ($134 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group) in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). Announcement (27/3/25): “European credit specialist AlbaCore Capital Group (“AlbaCore”) today announces the launch of a new Senior Direct Lending Strategy (“the Strategy”), having secured anchor investments from a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”) and Mitsubishi UFJ Trust and Banking Corporation (the “Trust Bank”). AlbaCore has successfully completed its first close, bringing together an expected $1.8 billion in investable capital. With the launch of the Strategy, AlbaCore is well positioned to take advantage of the growing opportunity set to finance loans, further expanding its market presence and delivering enhanced value to clients globally. The Strategy will leverage AlbaCore’s deep knowledge of European corporate capital structures to build a diversified portfolio of senior direct lending investments, focusing on downside protection and delivering attractive risk-adjusted returns. The Strategy will also draw upon AlbaCore’s thorough bottom-up fundamental credit analysis to primarily finance senior private loans in upper-mid to large cap performing European corporates.”
David Allen, Managing Partner and Chief Investment Officer at AlbaCore: “Securing commitments from ADIA and the Trust Bank for the first vintage of our Senior Direct Lending Strategy is a testament to the attractiveness of the opportunity set in the market and how well positioned AlbaCore is to take advantage of it.”
Hamad Shahwan Al Dhaheri, Executive Director of the Private Equities Department at ADIA: “This anchor commitment presented the opportunity to grow our existing relationship with AlbaCore, which has established itself as a leading specialist European credit manager. AlbaCore’s Senior Direct Lending strategy is well placed to address the significant and growing demand from European corporates for private credit solutions.”
Takafumi Ihara, Chief Executive, Asset Management & Investor Services Business Unit at the Trust Bank: “We are excited to support the Strategy through this anchor investment. This strategic initiative aligns with that of our global asset management business, which is to expand our private product competitiveness globally in the direct lending space.”
AlbaCore Capital Group – AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products. Founded in 2016, AlbaCore is part of the First Sentier Investors Group. AlbaCore’s investment philosophy is focused on capital preservation and generating attractive risk adjusted returns through the cycle for its investors. AlbaCore manages US$9.0 billion in AUM as of December 31, 2024 on behalf of global pension funds, sovereign wealth funds, consultants, insurance companies, family offices and endowments around the world.
First Sentier Investors – First Sentier Investors manages US$134.9 billion in assets (as of December 31, 2024) on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide. The firm was acquired by Mitsubishi UFJ Trust and Banking Corporation, a wholly owned subsidiary of Mitsubishi UFJ Financial Group, Inc. in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific. First Sentier Investors is a globally Certified B Corporation and signatory to the UK Stewardship Code. The firm’s investment expertise spans a range of asset classes and specialist sectors focused on delivering sustainable investment success based on responsible investment principles.
ADIA – Established in 1976, the Abu Dhabi Investment Authority is a globally-diversified investment institution that prudently invests funds on behalf of the Government of Abu Dhabi through a strategy focused on long-term value creation.
MUFG – Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with approximately 2,000 locations in more than 40 countries. The Group has about 140,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to “be the world’s most trusted financial group” through close collaboration among our operating companies and flexibly respond to all of the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world.
Trust Bank – Mitsubishi UFJ Trust and Banking Corporation, as a core member of MUFG, provides its customers with a wide range of comprehensive financial solutions leveraging unique and highly professional functions as a leading trust bank. Such financial solutions include real estate, stock transfer agency, asset management and investor services, and inheritance related services, in addition to banking operations. The Trust Bank aims to realize its vision to be the trust bank that can create a safe and enriching society and future alongside customers through trust; as such, its key concept is “Create a Better Tomorrow.”
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