Welcome to Fulcrum

We are an independent asset manager with a single, cohesive investment team founded on an inquisitive, thoughtful and research-oriented culture.

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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 Responsible Investing.

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Macro &
Multi-Asset

Three Gears

Risk Premia

Shield

Alternative
Solutions

Connection to web

Thematic
Equities

Worldwide

Responsible
Investing

Recent News

20 November, 2021

Fulcrum Equity Dispersion Webinar

We hosted a webinar as part of the Kepler Strategy month, where we presented the Fulcrum Equity Dispersion Fund.
18 November, 2021

Arvella launches free “ESG for Investors” tools and announces Fulcrum as its first investor partner

New website offers impact and engagement tools free to professional investors
28 October, 2021

The case for Implied Temperature Rise (ITR) metrics in a Diversified Global Equity Portfolio – Pensions for Purpose Coffee Morning

We recently co-hosted a Pensions for Purpose coffee-morning where we discussed the case for using Implied Temperature Rise (ITR) metrics in a diversified global equity portfolio.
22 September, 2021

Fulcrum Asset Management assembles strategic adviser panel

Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business.
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Investing

Investment Philosophy

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

Responsible Investment

Corporate Responsibility

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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

Bitcoin has ambitions for gold’s role
11 January, 2021
Bitcoin has ambitions for gold’s role
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
01 January, 2021
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
Currency Mispricing and Dealer Balance Sheets
01 January, 2021
Currency Mispricing and Dealer Balance Sheets
As Covid optimism grows, investors seek to hedge against inflation risk
15 December, 2020
As Covid optimism grows, investors seek to hedge against inflation risk
The risks of the global Covid debt bridge
08 December, 2020
The risks of the global Covid debt bridge
Democracies that failed the Covid test will struggle on climate change
16 November, 2020
Democracies that failed the Covid test will struggle on climate change