Responsible Investing at Fulcrum
Over the past years we have integrated responsible investment in a holistic way across the firm and developed strong relationship with industry initiatives.
Our Responsible Investment Committee
The Fulcrum Responsible Investment Committee (RIC) work to incorporate Responsible Investing elements into all aspects of the firm and to implement initiatives where it can improve as a sustainable business. The committee includes members from across the business, reflecting our focus on holistic integration. A sub-committee of the RIC is the Stewardship Committee, which looks at how we exercise voting rights.
A Holistic Approach to ESG
We believe it is part of our fiduciary responsibility to consider all factors that affect investment performance. In this regard, it is crucial to consider Environmental, Social and Governance risks alongside more traditional risk metrics to gain a more complete picture.
We have made considerable efforts to achieve a holistic integration across all the asset classes we invest in including a range of alternative investments. The nature of the integration depends on the particular investment solution and the particular asset class and opportunity set.
We operate as one cohesive investment team and as such the best way to maximise our change to meeting client objectives is to have these risks Integrated in the investment team rather than separate function.
We are delighted to have been rated A by the UN PRI, including an A for our efforts to integrate ESG in our equity investments.
Climate-Aligned Investing Capability
We have developed a range of innovative solutions to address the sustainability challenges of our time.
We engage with companies by highlighting the importance we place on their approach to environmental and social issues. In particular we focus on climate change and decarbonisation.
Our Fulcrum Climate Change Fund is designed to be aligned with the Paris Agreement’s below 2°C global warming target by allocating capital to companies that are well positioned for the low-carbon future and by engaging with companies that are not.
We aim to act as good stewards of assets in the way we exercise our voting rights. Our focus on climate change means that we aim to vote in support of climate change mitigation efforts.
Our Fulcrum Diversified Liquid Alternatives Fund provides exposure to Real Assets, Alternative Credit and Diversifiers, integrates Responsible Investing and offers daily liquidity with no performance fees at any level.
Sustainable Financial Disclosure Regime
We have implemented SFDR as per the EU Regulation as outlined in our Sustainability Risk Policy.
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