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Welcome to Fulcrum.

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Our Capabilities
- - - Our Capabilities
      
      Three pillars of investing
- - - Discretionary Strategies
      
      Identifying and investing in uncorrelated investment strategies.
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  - - Alternative Solutions
      
      Providing innovative exposure to underrepresented assets.
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  - - Quantitative Strategies
      
      Bringing together the insights of macroeconomics and quantitative finance.
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Insights
- - - Insights
      
      Explore Our Research and Insights
- - - Videos & Podcasts
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  - - Gavyn Davies
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  - - Investment Insights
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- - - View All Insights
About Us
- - - About Us
      
      An independent asset manager with a strong focus on research
- - - Our Company
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  - - Investing With Us
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  - - News & Media
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  - - Careers
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Sustainability
Fund Centre

Our Capabilities
- - - Our Capabilities
      
      Three pillars of investing
- - - Discretionary Strategies
      
      Identifying and investing in uncorrelated investment strategies.
      Explore More
  - - Alternative Solutions
      
      Providing innovative exposure to underrepresented assets.
      Explore More
  - - Quantitative Strategies
      
      Bringing together the insights of macroeconomics and quantitative finance.
      Explore More
Insights
- - - Insights
      
      Explore Our Research and Insights
- - - Videos & Podcasts
      Explore More
  - - Gavyn Davies
      Explore More
  - - Investment Insights
      Explore More
- - - View All Insights
About Us
- - - About Us
      
      An independent asset manager with a strong focus on research
- - - Our Company
      Explore More
  - - Investing With Us
      Explore More
  - - News & Media
      Explore More
  - - Careers
      Explore More
Sustainability
Fund Centre

Insights Author: Matthew Roberts

22/01/2026

Unlocking Alternatives: Rethinking DC pension strategies for modern portfolios

Matthew Roberts, unpacks why alternatives hold more weight than ever, and why accessing them smartly is no longer just a nice-to-have.

Portfolio construction for Natural Capital portfolios

Investment Insights

16/10/2025

Portfolio construction for Natural Capital portfolios

A look at how integrating biodiversity and ecosystem resilience into portfolio construction can enhance long-term value and help mitigate systemic risks in a changing world.

From neglect to opportunity: why early-stage UK enterprise is ripe for a comeback

Investment Insights

10/04/2025

From neglect to opportunity: why early-stage UK enterprise is ripe for a comeback

It is no secret that the smaller, entrepreneurial end of the UK market has been unloved for some time – a small cap fund manager we met recently said to us “it’s like trying to sell toxic waste”!

“Adverse Selection” in private markets – bias or benefit?

Investment Insights

25/10/2024

“Adverse Selection” in private markets – bias or benefit?

Many institutional investors (e.g., wealth managers, master trusts etc.) are facing intense cost competition and are having to innovate their way through the challenge when allocating to (particularly private market, less liquid) alternative assets.

Integrating sustainability considerations in Alternative Solutions

Sustainability insights

10/04/2024

Integrating sustainability considerations in Alternative Solutions

Setting out our aims to help our clients meet their sustainability objectives.

Has there been enough consolidation in the pensions industry?

Investment Insights

03/07/2023

Has there been enough consolidation in the pensions industry?

We think it is important to examine, perhaps in a more abstract way than is common, the extent to which this trend should continue.

Sustainability insights

21/11/2022

Sustainability: Now, Never or When?

As an industry, we have lots of ideas on how to approach the challenge of ESG integration when it comes to investing in equities over the long run.

Performance fees in DC – the agency problem

Investment Insights

19/04/2022

Performance fees in DC – the agency problem

We recently conducted a poll on LinkedIn surveying whether DC savers should pay performance fees.

Investment Insights

19/11/2021

‘The Great Reversal’ – Is it upon us?

Despite a modest uptick in recent months, government bond yields remain incredibly low and, in many cases, negative.

Addressing the ESG conundrum in a reflationary scenario

Investment Insights

08/03/2021

Addressing the ESG conundrum in a reflationary scenario

During our daily scan of the financial news recently we noticed the clever (or coincidental) juxtaposition of two stories: one profiled an endowment that has recently decided to exclude fossil fuels from their portfolio and the other, which could be considered to lie in opposition, highlighted the increasing risks associated with reflation.

Strategy Cycles, Mania and the Lessons for ESG Funds

Investment Insights

11/12/2020

Strategy Cycles, Mania and the Lessons for ESG Funds

We hosted a webinar discussing the concept of Strategy Cycles in more detail on 2 December 2020.

Designing a UK DC Default Fund – The choice of active vs passive across asset classes

Investment Insights

10/10/2020

Designing a UK DC Default Fund – The choice of active vs passive across asset classes

Whilst there are some prominent exceptions, in recent years we have observed that much of the growth being experienced in DC defaults (including Master Trusts as well as Corporate schemes) has been invested in passive/index tracking investments.

Welcome to Fulcrum.

Our Capabilities

Three pillars of investing

Discretionary Strategies

Alternative Solutions

Quantitative Strategies

Insights

Explore Our Research and Insights

Videos & Podcasts

Gavyn Davies

Investment Insights

About Us

An independent asset manager with a strong focus on research

Our Company

Investing With Us

News & Media

Careers

Our Capabilities

Three pillars of investing

Discretionary Strategies

Alternative Solutions

Quantitative Strategies

Insights

Explore Our Research and Insights

Videos & Podcasts

Gavyn Davies

Investment Insights

About Us

An independent asset manager with a strong focus on research

Our Company

Investing With Us

News & Media

Careers

Insights Author: Matthew Roberts

Unlocking Alternatives: Rethinking DC pension strategies for modern portfolios

Portfolio construction for Natural Capital portfolios

From neglect to opportunity: why early-stage UK enterprise is ripe for a comeback

“Adverse Selection” in private markets – bias or benefit?

Integrating sustainability considerations in Alternative Solutions

Has there been enough consolidation in the pensions industry?

Sustainability: Now, Never or When?

Performance fees in DC – the agency problem

‘The Great Reversal’ – Is it upon us?

Addressing the ESG conundrum in a reflationary scenario

Strategy Cycles, Mania and the Lessons for ESG Funds

Designing a UK DC Default Fund – The choice of active vs passive across asset classes