Investor Types

We have been working in close partnership with a wide range of institutional investors since our formation in 2004. Clients are at the centre of everything we do, and we recognise and value the trust clients place in us to help them meet their investment objectives.

Our primary objective for pension schemes is to provide innovative investment solutions that deliver complementary returns to those that come from traditional asset classes. Since 2004, we have worked with a very broad range of investors with the objective of helping them to meet the investment objectives for their members.

 

In the early years our clients were predominantly Defined Benefit Pension Funds, though over the last decade, as Defined Contribution Schemes have grown and developed their investment approach, so too has our role in their default investment strategies across accumulation, consolidation and decumulation investment stages. Today, we have a broad range of pension scheme clients – in terms of size, geography, corporate sector, and governance model, who trust us to help them meet their members’ financial goals.

Whilst our underlying investment philosophy and process has been consistent for nearly 20 years, our investment funds and capabilities have evolved by working with and understanding the needs of our clients. One certainty is; we will continue to evolve our fund offerings and investment solutions capabilities in the years ahead.

 

Ultimately, our objective is to be a partner for our clients and to deliver returns that help Defined Benefit schemes on the flight path towards full funding as well as being a core component of the default strategy for Defined Contribution pension schemes. Please get in touch with us if you would like to understand more about how we think, our investment philosophy and how we can help you best meet your investment objectives.

We have been trusted by a wide range of Charity, Endowment and Foundation clients since our inception in 2004. The reason for this is that our investment philosophy, in managing risk and focusing on delivering a consistent and stable profile of investment returns in a wide range of underlying investment markets, is well aligned with that of their ultimate investment objectives.

 

Over the years, we have successfully delivered risk-adjusted returns that have helped Charities, Endowments and Foundations to grow their investment portfolio in real terms whilst also ensuring we preserve capital in times of extreme market movements.

 

Please do get in contact with us if you would like to hear more about how we think might be a good fit with your specific investment aims and objectives.

Our focus on creating solutions to meet client needs is central to creating a genuine partnership, with the overarching aim of understanding their specific challenges and investment goals from the very outset. In particular, we have tailored solutions in relation to integrating specific return requirements, for example the need for income, and the addition of specific ESG considerations that clients have outlined as being particularly important to them.

Our focus on risk-management and in delivering a smooth profile of returns for clients over the long-term underpins our investment philosophy and process. All our investment strategies are designed to deliver superior risk-adjusted returns over the long term in a way that complements a client’s existing allocation to traditional equity and bond markets.

Recent News

14 July, 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 June, 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 June, 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.
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26 January, 2021

Fulcrum announces Matthew Wright promoted to Partner

Fulcrum is pleased to announce that Matthew Wright, Director of Sales and Marketing has been made a Partner of the business.
Matthew Wright