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

14 July, 2021

Fulcrum announces David Merton joining its Fulcrum Alternatives Team

We are delighted that David is joining us at this exciting stage of development for the team.
David Merton
10 June, 2021

Global Investor Statement to Governments on the Climate Crisis

Fulcrum has added its name to a letter by The Investor Agenda to governments on the climate crisis.
Earth
26 January, 2021

Fulcrum announces Matthew Wright promoted to Partner

Fulcrum is pleased to announce that Matthew Wright, Director of Sales and Marketing has been made a Partner of the business.
Matthew Wright
16 January, 2021

Square Mile Talking with Suhail Shaikh

The team at SquareMile talks with Fulcrum’s CIO, Suhail, Shaikh, about life as a CIO, finding the investment edge and good advice.
Suhail Shaikh

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