Corporate BNPPAM for AXAThematic investingETFsAlternatives

Ulrik Fugmann

Co-Head of the Environmental Strategies Group

Bio

Ulrik is Co-Head of the Environmental Strategies Group within Fundamental Active Equities and an ESG Champion. He is responsible for all activities related to the management and performance of environmental strategies and portfolios.

Ulrik began his career in 2001 at Goldman Sachs in London investing in companies globally focused on how the world feeds, moves, energises and builds itself. He was part of Goldman Sachs Principal Strategies Group from 2005-2007 and co-ran the Goldman Sachs Thematic Investment Group from 2007-2012. From 2012, Ulrik was CIO and co-founder of thematic asset management boutique North Shore Partners (part of Duet Asset Management in 2015) and later co-founded an environmental solutions focused business, Sustainable Solutions, in 2017-2019.

He holds an MSc in Economics and Political Science from University of Copenhagen.

Location London

Joined 2019

Articles from Ulrik Fugmann

Audio

Portfolio perspectives

Renewable energy in focus amid the energy shock

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…

By Ulrik Fugmann & other authors

19/03/26

Audio

Portfolio perspectives

Electrification and AI turbocharge clean energy outlook

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…

By Ulrik Fugmann & other authors

30/01/26

Article

Forward thinking

The case for listed environmental infrastructure

Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…