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

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.