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
Macro &
Multi-Asset
Risk Premia
Alternative
Solutions
Thematic
Equities
Responsible
Investing
Recent News
Fulcrum Equity Dispersion Webinar
Arvella launches free “ESG for Investors” tools and announces Fulcrum as its first investor partner
The case for Implied Temperature Rise (ITR) metrics in a Diversified Global Equity Portfolio – Pensions for Purpose Coffee Morning
Fulcrum Asset Management assembles strategic adviser panel
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.