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
22 September, 2021
Fulcrum Asset Management assembles strategic adviser panel
Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business.
14 July, 2021
Fulcrum announces David Merton joining its Fulcrum Alternatives Team
We are delighted that David is joining us at this exciting stage of development for the team.
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.
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.