Fulcrum is an independently owned asset management firm with three core capabilities: Discretionary Strategies, Alternative Solutions, and Quantitative Strategies.
We have a strong history of working with clients on segregated client solutions as well as pooled funds and our focus is on providing exceptional client service to help you meet your investment aims.
We have a range of funds designed to reflect our clients’ risk appetite and to deliver returns in the broadest range of market environments.
We have made available a range of regulatory documentation for your convenience.
Fulcrum is a global asset manager focused on uncovering investment opportunities wherever they are.
In search of investment opportunities, wherever they are. Guided by economic theory, backed by empirical research and committed to delivering on our clients’ objectives
Fulcrum offers a range of compelling investment capabilities, and has over 15 years of experience developing and delivering customised solutions for our clients.
Providing fully transparent, customised and pooled solutions for investors seeking uncorrelated, macro systematic Risk Premia for nearly 15 years.
Fulcrum has been running quantitative investment strategies for clients since 2007. The key to systematic investing is that, once the rules of the system are defined, trading is governed by those rules. Whilst the rules may adapt to changing economic and investment environments, there should be no discretion as to whether to implement a trade or not.
It is broadly accepted that the future expected returns from cash, fixed income, credit and stocks are the lowest they have been since the 1970s, encouraging investors to seek uncorrelated alternative sources of return – this is where systematic strategies may play an important part in a portfolio.
Providing medium-term exposure to:
Multi-asset Trend
Investment Solutions
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