London, DTBC – Fulcrum Asset Management (Fulcrum) confirms that Matthew Roberts is joining as a Partner. He will be responsible for the creation of a new Alternatives Group that will invest in real assets and credit.
Matthew joins from Willis Towers Watson where he was a portfolio manager for the Towers Watson Partners Fund and related strategies amounting to $10 billion. Prior to this he ran its multi-asset and multi-strategy hedge fund research teams.
Commenting on the appointment, Andrew Stevens, Fulcrum’s Chief Executive said: “Given our macro focus, clients are increasingly asking us for help with their real asset and credit allocations. These asset classes will continue to grow in their importance as investors diversify and strengthen their portfolios. Led by Matthew, the new Alternatives Group at Fulcrum will provide an attractive investment solution for our clients.”
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Founded in 2004, Fulcrum Asset Management is an independent, employee owned business with a global client base of institutions, wealth managers and private investors. It has assets under management of £4.9bn. The Fulcrum team totals 66 individuals that includes economists, asset class specialists and researchers.
Fulcrum provides investors with both multi-asset solutions and the component parts of these solutions as independent standalone strategies. The Discretionary Multi-Asset Funds are Fulcrum’s Diversified Growth, Diversified Absolute Return and Diversified Core Absolute Return strategies. The component parts available as individual funds include Fulcrum Fixed Income Absolute Return and Fulcrum Commodity strategies as well as a range of Alternative Beta strategies. All Fulcrum funds offer transparency, liquidity and competitive fee structures.