Welcome to Fulcrum

We are an independent asset manager with a single, cohesive investment team founded on an inquisitive, thoughtful and research-oriented culture.

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About us

At the Forefront of Investing

Our mission is to help our clients achieve their objectives by delivering innovative solutions at the frontier of financial research.

Investing

Our Capabilities

At Fulcrum we have five capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.

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Macro &
Multi-Asset

Three Gears

Risk Premia

Shield

Alternative
Solutions

Connection to web

Thematic
Equities

Worldwide

Responsible
Investing

Recent News

16 Dezember, 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 Oktober, 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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Investing

Investment Philosophy

Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.

Responsible Investment

Corporate Responsibility

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At Fulcrum we strive to be a responsible business both in how we operate as a firm and how we manage our clients‘ investments. As a signatory to the UN PRI we have publicly stated our support for the integration of ESG risks in our investment process.

Latest Research

The pandemic has marked a turning point for asset markets
06 January, 2022
The pandemic has marked a turning point for asset markets
Using ESG data for real-world impact
07 December, 2021
Using ESG data for real-world impact
Ready, Set, Glasgow: What does the COP26 climate conference mean for investors?
25 November, 2021
Ready, Set, Glasgow: What does the COP26 climate conference mean for investors?
‘The Great Reversal’ – Is it upon us?
19 November, 2021
‘The Great Reversal’ – Is it upon us?
What to do when bonds do not diversify
19 October, 2021
What to do when bonds do not diversify
Thoughts on Responsible Investing in Alternatives
16 June, 2021
Thoughts on Responsible Investing in Alternatives