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
Our Capabilities
Macro &
Multi-Asset
Risk Premia
Alternative
Solutions
Thematic
Equities
Responsible
Investing
Recent News
10 June, 2021
Global Investor Statement to Governments on the Climate Crisis
Fulcrum has added its name to a letter by The Investor Agenda to governments on the climate crisis.
04 June, 2021
Webinar on Reflections & Innovations – Liquid Alternatives: 3 Years On
In this 3-year DLA anniversary webinar, the Fulcrum team shared their experiences in what’s been an eventful period since the Fund’s launch in May 2018.
26 January, 2021
Fulcrum announces Matthew Wright promoted to Partner
Fulcrum is pleased to announce that Matthew Wright, Director of Sales and Marketing has been made a Partner of the business.
26 January, 2021
Fulcrum Income Fund Webinar
We hosted a webinar as part of the January Kepler Event, where we presented the Fulcrum Income Fund.
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.