Partnering With You

Fulcrum offers a range of compelling investment capabilities, though we recognise that our pooled funds may not meet your specific investment criteria or objectives.

We have over 15 years of experience developing and delivering customised solutions, which includes a number of white labelled offerings, for our clients. We would be pleased to partner with you to build a tailored portfolio based on our internally managed capabilities as well as to develop bespoke open-architecture portfolios.

To ensure we develop the best possible solution, we will engage in the following process with you:

  • Establish investor needs and objectives
  • Solution design
  • Refine investment toolkit
  • Portfolio and risk management
  • Ongoing consultation and relationship

Source: Fulcrum Asset Management, for illustrative purposes only.

Links to our capabilities are included below

Temple

Macro &
Multi-Asset

Click here
Three Gears

Risk Premia

Click here
Shield

Alternative
Solutions

Click here
Connection to web

Thematic
Equities

Click here
Worldwide

Responsible
Investing

Click here

Recent News

07 July, 2022

Fulcrum appoints Joe Davidson to Managing Partner

Fulcrum Asset Management is pleased to announce that Joe Davidson will become the Managing Partner of the firm, effective immediately.
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16 June, 2022

Fulcrum launches two new strategies in the face of challenging market conditions

Fulcrum Inflation Protection Strategy and Fulcrum Discretionary Macro Strategy
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Chalk logo image
10 May, 2022

Fulcrum drives US expansion with new hire

Fulcrum Asset Management announces the appointment of Chris DeMeo as Head of Solutions, North America. He joins from abrdn, where he was Head of Americas within its Client Solutions Group.
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25 February, 2022

Fulcrum joins the Net Zero Asset Managers Initiative (NZAMI)

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