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
The chart with arrows shows different solutions

Our Capabilities

Temple

Macro &
Multi-Asset

Three Gears

Risk Premia

Shield

Alternative
Solutions

Connection to web

Thematic
Equities

Worldwide

Responsible
Investing

Recent News

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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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.
26 April, 2022

Three new Partners for Fulcrum Asset Management

Fulcrum Asset Management is pleased to announce that Emma Pickering, Juan Antolin-Diaz and Philip Strother are joining the Partnership, bringing the total number of partners to 15.
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21 April, 2022

Fulcrum Update: Providing Balance in an ever-Changing World

In Fulcrum’s latest investment update, we discuss the specific measures Fulcrum has taken in order to avoid any major impact from the market turbulence in Q1 2022.