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

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Three Gears

Risk Premia

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Shield

Alternative
Solutions

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Connection to web

Thematic
Equities

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Worldwide

Responsible
Investing

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Recent News

17 March, 2023

Square Mile – A Spotlight On: Investing in alternatives

The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effectiveness of the traditional 60/40 portfolio and looking to other areas of the market for diversification, namely alternatives.
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02 March, 2023

Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards

Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.
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02 March, 2023

Lisa Gordon joins Fulcrum’s Management Board

Fulcrum Asset Management (Fulcrum) announces the appointment of experienced Board member, Lisa Gordon. Lisa joins Fulcrum as an independent advisor to the Board.
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19 January, 2023

Fulcrum appoints Australia head to bolster growth strategy

Fulcrum and its local distribution partner Ironbark Asset Management, are pleased to announce the appointment of Angus Carson to the role of Product Specialist and Country Head, Fulcrum Australia.
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