
At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit and structured products.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
Foreign Account Tax Compliance Act - FATCA
Foreign Account Tax Compliance Act - FATCA
We operate as First Sentier Investors internationally and Colonial First Sentier Global Asset Management in Australia (CFSGAM). From 1 July 2014, CFSGAM will be required by law to identify and report certain account information to taxation authorities. This obligation stems from the Foreign Account Tax Compliance Act (FATCA) which is effective in all of the countries where CFSGAM operate as a result of domestic legislation and tax information exchange agreements.
These obligations require financial institutions, including the investment funds which CFSGAM manage, to determine whether accounts are reportable. To do this we need to ask our investors a series of questions regarding their foreign taxation status.
In summary:
New laws will require us to determine the foreign status of our customers.
Each investment fund will either need to report certain account information related to this status to local tax authorities or in some instances directly to the Inland Revenue Service (for certain jurisdictions like Hong Kong).
If you would like more information, please reach out to your CFSGAM local contact.
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First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.
Copyright © First Sentier Investors (Australia) Services Pty Ltd 2025, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)
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