Structured decision-making process via Investment Committee
Establish Strategic Mix of representative assets
Establish Five Key Ingredients for Competitive Advantage for external manager allocations
2) Experienced Risk Takers
3) Targeted Inefficiencies
4) Effective Controls and
5) Sustainability Policy & Approach
Explicit underwriting/scoring for each investment considered, based on Four Key Factors:
4) Terms & Conditions
Extensive Operational Due Diligence with veto power
Matthew is Head of Fulcrum Alternative Solutions. Before joining Fulcrum in 2018 to run Fulcrum Alternative Solutions, Matthew had been a Portfolio Manager for the Towers Watson Partners Fund since 2014 and before that a manager researcher in fixed income, hedge funds and other alternatives since 2005. Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charterholder since 2009.
If you have any questions, do contact us and we would be happy to have a chat.
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.