We focus on providing investment solutions that are aligned with our clients’ risk appetite to deliver returns in the broadest range of market environments.
Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.
Fulcrum has made a firm commitment to being a responsible investor and to actively consider clients’ sustainability objectives.
Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
Fulcrum offers a range of compelling investment capabilities, and has over 15 years of experience developing and delivering customised solutions for our clients.
We aim to act as good stewards of capital and are active in exercising our voting rights.
stewardship
We do this by taking independent advice, and by being transparent to our clients about how we have voted. Given our focus on climate change, we pay particular attention to climate-related votes.
At Fulcrum we vote as per independent advice from Glass Lewis on the Broadridge ProxyEdge platform. This advice is tailored around our focus on climate change and supplemented by research from Sustainalytics and other ESG data sources.
We would like to share with you thought pieces, macro commentary and investment strategy research.
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