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
Our Capabilities
Macro &
Multi-Asset
Risk Premia
Alternative
Solutions
Thematic
Equities
Responsible
Investing
Recent News
15 June, 2023
Two strategic advisers added to Fulcrum’s Alternative Solutions team
Fulcrum Asset Management announces two new appointees to its Alternative Solutions strategic adviser panel. Fulcrum Asset Management announces two new appointees to its Alternative Solutions strategic adviser panel.
27 April, 2023
Fulcrum bats for diversity announcing sponsorship with Middlesex Cricket
Fulcrum is delighted to announce it has signed a three-year agreement to sponsor Middlesex Women, Middlesex Girls, the Sunrisers and Middlesex Cricket’s new charitable arm, Middlesex in the Community.
25 April, 2023
An introduction with Fulcrum’s investment team
Chief Investment Officer, Suhail Shaikh talks briefly through Fulcrum's investment team and how it employs deep macro research as part of the overall investment process.
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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