What are Liquid Alternatives?

The dVAM Diversified Liquid Alternatives Fund can be categorized into three broad groups: Listed Real Assets, Alternative Credit, and Diversifiers. Each group has several sub-strategies whose inclusion is determined by their diversifying properties and liquidity profile in normal market conditions. dVAM DLA includes exposure to the full range of sub-strategies.

Benefits of investing in Liquid Alternatives:

Complementary | Liquid Alternatives provide exposure to under-represented asset classes that can have powerful diversification benefits to a core equity and bond portfolio.

Dynamism | Their liquid nature enables a dynamic approach so that new ideas can easily be included and removed over time.

Inefficiencies | There are opportunities to take advantage of inefficiencies within Liquid Alternatives that are different to traditional assets. An example is REITS where the underlying properties can be adapted and improved to create value.

 

Integrating Responsible Investing

Responsible Investing in Liquid Alternatives is integrated into dVAM DLA at two levels:

•    By seeking out innovative approaches to Environmental, Social and Governance (ESG) integration with the goal of improving long-term excess returns 

•    A right to veto certain investments if they don’t meet certain criteria.

 

Fulcrum Asset Management has made a firm commitment to being a responsible investor and actively considering clients’ sustainability objectives.

As a business, they strive to be a responsible business both in how they operate as a firm and how they manage their clients’ investments. 
As a signatory to the UN PRI, Fulcrum have publicly stated their support for the integration of ESG risks in their investment process.

Fulcrum strongly believe that the thoughtful integration of Responsible Investing considerations will further enhance client outcomes over Diversified Liquid Alternative’s investment horizon. 

The dVAM DLA Fund promotes environmental or social characteristics in accordance with Article 8 of SFDR, for more information please see Article 10 SFDR Website Disclosure.