Business Details
22 Years
experience
Your Trusted Partner for Investment Advisory Services
Fulcrum Asset Management was founded in 2004 with a clear mission to deliver innovative investment solutions grounded in rigorous macroeconomic research. Our three core capabilitiesDiscretionary Strategies, Alternative Solutions, and Quantitative Strategiesare driven by a commitment to excellence, integrity, and collaboration. We specialise in developing uncorrelated investment strategies that cater to a diverse client base, including pension schemes, charities, and public financial institutions. Our team of over 100 professionals, including 40 dedicated investment experts, leverages its collective knowledge to design tailored solutions aligned with client objectives. Sustainability is central to our approach, reflected in climate-aligned portfolios, proactive stewardship, and exclusion policies for industries like tobacco and controversial weapons.With offices in London, New York, and Tokyo, we combine global reach with local market insights to navigate complex financial landscapes. Our disciplined investment process integrates cutting-edge technology and risk management frameworks to optimise returns across market cycles. By fostering an inclusive culture that encourages intellectual curiosity, we remain at the forefront of investment innovation while maintaining transparency in all client interactions. Our track record of partnerships with clients, such as Defined Benefit and Defined Contribution pension schemes, demonstrates our ability to adapt to evolving market demands. We measure success through long-term client relationships built on trust, consistent delivery of risk-adjusted returns, and adherence to responsible investment principles.
Services
Discretionary Strategies
Alternative Solutions
Quantitative Strategies
Climate-Aligned Investing
Proactive Stewardship
Details
- Year established: 2004
Highlights and features
- We have over 20 years of combined team experience in macroeconomic research and asset management.
- Our three distinct investment capabilities integrate advanced risk management and technology-driven insights.
- Climate-aligned portfolios and exclusion policies demonstrate our commitment to responsible investing.
- We maintain transparent, long-term partnerships with clients across pension schemes, charities, and institutions.
- Our global presence in London, New York, and Tokyo combines local market expertise with international reach.
Services
Discretionary Strategies
Our Discretionary Strategies focus on liquid markets to generate uncorrelated returns. We employ macroeconomic insights and risk management frameworks to navigate diverse market conditions. Clients benefit from customised portfolio construction that aligns with specific risk-return objectives while maintaining flexibility to adapt to changing environments.
Alternative Solutions
Alternative Solutions provide access to liquid and illiquid assets like real estate, infrastructure, and private equity. We combine external manager expertise with proprietary analysis to identify opportunities that diversify portfolios and enhance returns beyond traditional markets.
Quantitative Strategies
Quantitative Strategies leverage econometric models and machine learning to execute systematic global macro trades. These strategies capitalise on market inefficiencies through data-driven analysis while maintaining rigorous risk controls to optimise long-term performance.
Climate-Aligned Investing
Climate-Aligned Investing integrates Paris Agreement goals into equity allocations by targeting companies with below 2C temperature alignment. We develop targeted solutions for low-carbon transitions while maintaining financial viability through rigorous ESG analysis.
Proactive Stewardship
Proactive Stewardship involves shareholder engagement, voting, and collaboration with industry initiatives to drive corporate sustainability improvements. We use our influence to promote responsible business practices and reduce long-term investment risks associated with poor governance or environmental practices.
People
Gavyn Davies
Founder and Executive Chairman
Gavyn founded Fulcrum Asset Management in 2004 and leads its strategic vision. With decades of experience in economics and finance, he shapes the firm's macroeconomic research focus while maintaining client relationships.
Suhail Shaikh
Chief Investment Officer
Suhail oversees investment strategy and portfolio management. His expertise in macroeconomic research drives innovation in discretionary and quantitative strategies to deliver risk-adjusted returns.
Joe Davidson
Managing Partner & COO
Joe manages Fulcrum Asset Management's operations and client relationships. He ensures alignment between investment solutions and client objectives while fostering a culture of collaboration across the firm.
Fawaz Chaudhry
Head of Equities
Fawaz leads equity portfolio management, specialising in climate-aligned investing. He develops strategies that integrate ESG metrics with macroeconomic trends to enhance long-term value.
Andrew Bevan
Economic Advisor
Andrew provides macroeconomic insights that inform investment decisions. His research focuses on global market trends and their implications for portfolio construction.
Questions
What investment strategies does Fulcrum offer?
Fulcrum provides Discretionary Strategies, Alternative Solutions, and Quantitative Strategies designed to generate uncorrelated returns through macroeconomic research and risk management.
How does Fulcrum integrate sustainability into investments?
We prioritise climate-aligned portfolios, exclude tobacco and controversial weapons, and apply ESG metrics to ensure responsible investment practices across all strategies.
What types of clients does Fulcrum work with?
We serve pension schemes, charities, endowments, public financial institutions, and wealth managers seeking tailored investment solutions aligned with their objectives.
Where is Fulcrum headquartered?
Our headquarters are in London, with additional offices in New York, Tokyo, and Melbourne to support global client needs.
What sets Fulcrum apart from competitors?
Our macroeconomic research heritage, commitment to sustainability, and collaborative culture enable innovative strategies that adapt to evolving market demands.
