The Experience to Deliver Long-Term Investment Results

Fisher Investments’ unique top-down portfolio management process is designed to increase the likelihood of delivering repeatable results. The investment team focuses on macroeconomic theme development, which aids security selection by first identifying countries and sectors/industries that should outperform in the current market environment. We believe this process sets us apart from competitors, who often use “bottom-up” approaches that see key sector or country decisions as secondary by-products of security picking.

Fisher Investments considers environmental, social and governance (ESG) factors throughout the investment process. This comprehensive approach applies ESG analysis at every applicable level—country, sector and security—which allows clients to take full advantage of the opportunities ESG investing offers.