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

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.
Earth
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.
Matthew Wright
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.
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