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
16 December, 2021
Podcast with Gavyn Davies on Inflation – December 2021
In this 20 minute podcast, our Chairman, Gavyn Davies provides a fascinating insight into the hot topic of inflation - touching upon the past, present and future.
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.
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We would like to share with you thought pieces, macro commentary and investment strategy research.