Fulcrum Asset Management

What would you like to do?

DAR Strategy

Contact us to find out more about our all-weather, multi-asset, absolute return strategies or any of our other strategies.

Sustainability

ESG considerations form a key part of our investment decision-making processes at Fulcrum, click below to find out more

News

From press releases and appointments to the latest products being launched, click below to find out more.

About us

At the Forefront of Investing

Our mission is to help our clients achieve their objectives by delivering innovative solutions at the frontier of financial research.

Investing

Our Capabilities

At Fulcrum we have five capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities, and, Climate-Aligned Investing.

Macro &
Multi-Asset

Risk Premia

Alternative
Solutions

Thematic
Equities

Climate-Aligned
Investing

Recent News

03 November, 2022

What I bought last (DAR)

In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.

18 October, 2022

Fulcrum unveils its new brand look and announces the appointment of Edward Osborne-Fardon as Marketing Director

Fulcrum Asset Management is pleased to announce the appointment of Edward Osborne-Fardon as Marketing Director, after joining as interim marketing consultant in July 2021

10 October, 2022

An introduction with Fulcrum’s investment team

Chief Investment Officer, Suhail Shaikh talks briefly through Fulcrum's investment team and how it employs deep macro research as part of the overall investment process.

04 October, 2022

Sustainability integration important to overwhelming majority of investors

To coincide with Good Money Week, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.

Investing

Investment Philosophy

Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.

Responsible Investing

At Fulcrum we strive to be a responsible business both in how we operate as a firm and how we manage our clients’ investments. As a signatory to the UN PRI we have publicly stated our support for the integration of ESG risks in our investment process.

Latest Research

21 November, 2022

Sustainability: Now, Never or When?

07 November, 2022

The role of short-selling

24 September, 2022

Stars aligning for portfolio alignment

23 May, 2022

Proxy Preview: Fulcrum’s votes at key AGMs this season

09 May, 2022

The carbon half-time show

29 April, 2022

Soaring commodity prices create winners and losers

Sign up to email subscriptions

We would like to share with you thought pieces, macro commentary and investment strategy research.

Welcome to Fulcrum