Welcome to Fulcrum

Fulcrum is an independent investment manager with a global client base. Our investment process and philosophy is designed to deliver stable outcomes for investors regardless of the direction of global financial markets.

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THE PARTNERSHIP

 
The Fulcrum partnership is a team of over 60 people including economists, asset class specialists and research analysts.

OUR RESEARCH-LED APPROACH

Fulcrum Asset Management is defined by the strength of our research and our disciplined investment approach. We combine fundamental macroeconomic research with behavioural analysis of markets.

INVESTMENT STRATEGIES

Diversified Multi-Asset

Dynamic asset allocation solutions across equities, fixed income, currencies, commodities and alternatives.

Single Asset

Fixed income absolute return and commodity funds.

Alternative Beta

Extensive experience and proprietary research underpin our investment strategies in alternative beta.

Research Papers

Trend, Crises and the Cost of Protection
Trend, Crises and the Cost of Protection
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The Alternative View – The Multi-Asset Volatility Risk Premium
The Alternative View – The Multi-Asset Volatility Risk Premium
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