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Fulcrum Asset Management LLP

PRI reporting framework 2019

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Monitoring and reporting

HF 12. Long/short exposure and reporting

12.1. Could you indicate whether you report separately on your funds’ long/short/net exposures?


          We only provide this information as appropriate to clients or prospects to the extent that it is available.

HF 13. Metrics/KPI for RI progress

13.1. Please describe what metrics/initiatives (internal and/or external) your organisation uses to measure its progress in incorporating RI into the investment process.

Hedge Funds Strategy
Global macro|Equity Hedge|Event driven|Relative value
Metrics/Initiatives definition
          Integration of ESG scores
          We explicitly understand the ESG credentials of the funds we invest in.

13.2. Additional information [OPTIONAL]


HF 14. Exposure to climate risk (Private)

HF 15. Reports to investors

15.1. How often and in what format (e.g. meetings, written reports) does your organisation report to its investors on ESG activities risks assessments? Please provide reporting examples.

Frequency of reporting


          Limited to our hedge fund and external manager strategies: we report on ESG through client questionnaires.
ESG activities
Portfolio ESG risks assessment


          Unmanaged ESG risks
          External managers are asked to be compliant with our screening policy.

15.2. Additional information [OPTIONAL]