Responsible Investing at Fulcrum
Over the past years we have integrated responsible investment in a holistic way across the firm and developed strong relationship with industry initiatives.
Climate-Aligned Investing Capability
We have developed a range of innovative solutions to address the sustainability challenges of our time.
We engage with companies by highlighting the importance we place on their approach to environmental and social issues. In particular we focus on climate change and decarbonisation.
A Focus on Climate Change
Climate Change is an urgent and catastrophic issue. It is considered one of the biggest risks to our way of life, and as a multiplier issue, Climate Action also affects many of the other Sustainable Development Goals as the physical consequences of an altered climate affect weather patterns, reducing access to food (2) and clean water (6), challenging both life below water (14) and on land (15).
The firm has a particular concern about the devastating consequences of accelerating climate change, and an awareness of how this both poses a risk to investments as well as the important role the financial sector must play to mitigate climate change. Consequently, investing in a climate-aligned manner is important for us and we aim to embed this holistically across the firm. In particular, we focus on how the financial industry can contribute to shifting financial flows to fund the green transition.
We believe strongly that climate change considerations should be integrated into investment decision making, both as a risk consideration and from an impact point of view. This is why we became signatories to TCFD in 2019.
Our Fulcrum Climate Change Strategy is designed to be aligned with the Paris Agreement’s below 2°C global warming target by allocating capital to companies that are well positioned for the low-carbon future and by engaging with companies that are not.
We aim to act as good stewards of assets in the way we exercise our voting rights. Our focus on climate change means that we aim to vote in support of climate change mitigation efforts.
Our Fulcrum Diversified Liquid Alternatives Strategy provides exposure to Real Assets, Alternative Credit and Diversifiers, integrates Responsible Investing and offers daily liquidity with no performance fees at any level.
Sustainable Financial Disclosure Regime
We have implemented SFDR as per the EU Regulation as outlined in our Sustainability Risk Policy.
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