Fulcrum is an independently owned asset management firm with five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.
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 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 is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
Fulcrum offers a range of compelling investment capabilities, but is open to partnership solutions.
We aim to act as good stewards of capital and are active in exercising our voting rights.
stewardship
At Fulcrum we obtain independent advice from proxy advisor Glass Lewis, executed via the Broadridge ProxyEdge platform. Through our votes, we aim to uphold principles of good governance, and to hold companies accountable for their sustainability strategies. We have adopted Glass Lewis’ Climate Policy for our default voting recommendations, although we may on occasion vote differently following our own analysis and research, as reviewed by the Stewardship Committee.
We believe transparency is an important component of effective stewardship. To see our voting record, please go to our dedicated website: https://viewpoint.glasslewis.com
To find our more about our proxy voting policy, please see our Proxy Voting Policy
We would like to share with you thought pieces, macro commentary and investment strategy research.
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