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 70 people including economists, asset class specialists and research analysts.

DC Investors

At Fulcrum, we are focused on developing highly relevant solutions for Defined Contribution pension schemes. We keep DC Savers front of mind with the aim of improving their end outcomes.

INVESTMENT STRATEGIES

Discretionary Strategies

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

Systematic Strategies

Extensive experience and proprietary research underpin our solutions in trend and risk premia.

Alternative Strategies

Innovative solutions across real assets, alternative credit and diversifiers.

Research Papers

Mean reversion in equity markets
Mean reversion in equity markets
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Volatility Risk Premium: Stick, Twist or Fold
Volatility Risk Premium: Stick, Twist or Fold
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