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

22 9月, 2021

Fulcrum Asset Management assembles strategic adviser panel

Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business.
14 7月, 2021

Fulcrum announces David Merton joining its Fulcrum Alternatives Team

We are delighted that David is joining us at this exciting stage of development for the team.
David Merton
10 6月, 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 6月, 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.