Fulcrum Asset Management

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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

27 April, 2023

Fulcrum bats for diversity announcing sponsorship with Middlesex Cricket

Fulcrum is delighted to announce it has signed a three-year agreement to sponsor Middlesex Women, Middlesex Girls, the Sunrisers and Middlesex Cricket’s new charitable arm, Middlesex in the Community.

02 March, 2023

Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards

Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.

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

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

11 May, 2023

Proxy Battles

14 March, 2023

Adjusting the resolution: reflections on the 2022 proxy season

02 February, 2023

Buying is good, building is better

19 December, 2022

UK economy lags G7 peers in post-pandemic recovery

07 November, 2022

The role of short-selling

24 September, 2022

Stars aligning for portfolio alignment

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Welcome to Fulcrum