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

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.