Case Study: First Sentier Investors achieves unified treasury, liquidity and risk management with GTreasury

First Sentier Investors Revolutionizes its Treasury and Risk Management

First Sentier Investors, a global asset manager (part of Mitsubishi UFJ Trust and Banking/MUFG) managing more than AU$228bn, faced a major treasury challenge after becoming a standalone business: its prior bank-based treasury system lacked comprehensive FX, risk and liquidity forecasting, granular asset‑level hedge accounting, fee and capital‑gains reporting, and robust compliance controls across 18 individual portfolios (five feeder funds into two master funds). To close these gaps it engaged GTreasury and evaluated GTreasury’s Financial Instruments, Risk Management and Hedge Accounting solutions.

GTreasury deployed a single‑database, SaaS treasury platform with a powerful rules engine and facility‑limits dashboard, enabling asset‑level FX hedge allocation, automated capital‑gains/tax reporting, role‑based segregation of duties, outsourced back/middle‑office workflows, and daily stress tests out to 12–18 months. As a result, GTreasury gave First Sentier Investors a holistic view of the portfolio, improved liquidity forecasting and compliance reporting, automated multifaceted debt facility management, and greater fraud control — all measurable improvements in risk visibility and operational efficiency.

First Sentier Investors

Siu Chan

Senior Treasury Manager