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Fulcrum

Helping clients to achieve their objectives

Since our formation in 2004 we have worked closely with a broad range of investors – in terms of size, geography, sector, and governance model – who trust us to help them meet their financial goals.

Fulcrum

Defined Benefit (DB) pension schemes.

We have been working with DB pension schemes since our inception, helping them to achieve their investment objectives for their members. Today, we continue to work for DB pension schemes – some have a growth-oriented strategy and others are gradually de-risking.

While our underlying investment philosophy and process has been consistent, our capabilities have evolved by working with and understanding the needs of our clients. We will continue to gradually evolve our fund offerings and investment solutions in the years ahead.

We aim to be a partner for our clients and to deliver returns that help DB pension schemes on the flight path towards full funding and beyond.

Defined Contribution (DC) pension schemes.

Over the last decade, as Defined Contribution (DC) 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.

We aim to be a partner for our clients and a core component of the default strategy for DC pension schemes. We have gradually developed a collection of solutions keeping scheme members front of mind with the aim of improving end outcomes. The DC landscape is home to several different types of scheme (single employer trusts, master trusts, stakeholder schemes etc) and with our differentiated approach, we have something to offer each client. For larger investors, we can offer bespoke solutions, using any number of our offerings.

When developing our DC solutions we keep a number of practical considerations in mind including: cost-effectiveness, transparency, platform suitability, complementarity, innovation and the integration of responsible investment considerations.

Charities, endowments and foundations.

We have been trusted by a wide range of charity, endowment and foundation clients since our inception, developing a good understanding of investment requirements such as annual spending targets.

We believe our investment philosophy – managing risk and focusing on delivering a consistent and stable profile of investment returns in a wide range of underlying investment markets – aligns well with their goals.

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 while also ensuring we preserve capital in times of extreme market movements.

Public financial institutions.

We have built enduring relationships with public financial institutions (PFIs) such as sovereign wealth funds, local government pension schemes and central banks. This requires a combination of skill in asset management and trust, cultivated through transparent communication and consistent delivery on our commitments.

Our deep understanding of each client’s objectives allows us to create tailored investment solutions that align with their goals, risk tolerance, and constraints. We foster true partnerships: by sharing insights, expertise, and best practices whether via bespoke research or training programmes. Additionally, our ESG expertise enables us to support PFIs in meeting their evolving commitments in this area.

Wealth managers.

We have been working with various types of professional advisers since we launched our business in 2004 – whether they be IFAs, wealth managers, banks, family offices or asset managers. Our clients typically include one or more of our funds in their ‘alternatives’ allocation. Our macro foundations are often viewed as complementary to other security specific traditional asset classes.

If you are considering funds that target specific outcomes we would be delighted to hear from you. Most of our funds are widely available on UK fund platforms.

Bespoke solutions.

We believe long-term partnerships are crucial to help clients achieve their long-term objectives. This enduring outlook underpins our collaborative approach: when we deeply understand an investor’s needs, it allows us to create solutions that are tailored and optimised for them.

Building on many years of experience, we have refined the following process:

  • Establish investor needs and objectives across the return, risk, and liquidity spectrum
  • Solution design
  • Refine investment toolkit
  • Portfolio and risk management
  • Ongoing consultation and relationship
Key Literature Panel
Key Literature Panel

Contact Fulcrum.

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.

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