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

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Three Gears

Risk Premia

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Shield

Alternative
Solutions

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Connection to web

Thematic
Equities

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Worldwide

Responsible
Investing

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Recent News

15 June, 2023

Two strategic advisers added to Fulcrum’s Alternative Solutions team

Fulcrum Asset Management announces two new appointees to its Alternative Solutions strategic adviser panel. Fulcrum Asset Management announces two new appointees to its Alternative Solutions strategic adviser panel.
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27 April, 2023

Fulcrum bats for diversity announcing sponsorship with Middlesex Cricket

Fulcrum is delighted to announce it has signed a three-year agreement to sponsor Middlesex Women, Middlesex Girls, the Sunrisers and Middlesex Cricket’s new charitable arm, Middlesex in the Community.
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02 March, 2023

Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards

Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.
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03 November, 2022

What I bought last (DAR)

In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
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