-
Top-Down Investing
-
Strategies With Global Reach
-
The Advantages of Responsible Investing
-
Who We Serve
-
Personalized Retirement Outcomes
Top-Down Investing
We designed our unique top-down portfolio management process to increase the likelihood of delivering repeatable results. We focus on macroeconomic theme development, which aids our security selection by first identifying countries and sectors/industries that should outperform in the current market environment. We believe our process sets us apart from our competitors, who often use βbottom-upβ approaches that see key sector or country decisions as secondary byproducts of stock picking.
Strategies With Global Reach
We manage a variety of global, global ex-US, US, and emerging markets equity strategies for institutional investors. We emphasize top-down macroeconomic research in our investment approach, as well as our fundamental stock selection process, to drive strategy alpha.
The Advantages of Responsible Investing
We consider environmental, social and governance (ESG) factors throughout the investment process. Our comprehensive approach applies ESG analysis at every applicable level—country, sector and stock—which allows our investors to take full advantage of the opportunities ESG investing offers.
Who We Serve
Our clients are our top priority at Fisher Investments Institutional Group. We serve a global client base of diverse investors, including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations and governments. We create and manage strategies to meet our clientsβ specific financial goals, needs and circumstances.
Personalized Retirement Outcomes
Personalized Retirement Outcomes (PRO) is for plans and advisers who care about improving participant outcomes. Participants have access to personalized managed accounts, where investment allocations adjust to meet to tailored retirement goals.
SOUND INVESTMENT EXPERIENCE
Our Investment Teams
The Investment Policy Committee and our Research Group interact closely to create, implement and continuously monitor our strategies.
Investment Policy Committee
The Investment Policy Committee (IPC) makes all the strategic investment decisions. It draws its expertise from over 150 years of combined industry experience.
Research Group
Our analysts study global trends and developments and produce unique research to support the Investment Policy Committee's portfolio management decisions.
Fisher Investments manages assets on behalf of a wide variety of institutional clients from across the globe, including:
|
Corporate Plan Sponsors |
|
Sovereign Wealth Funds |
|
Public Plan Sponsors |
|
Family Offices |
|
Financial Institutions |
|
Not-for-Profit Organizations |
|
Endowments |
|
Foundations |
Contact Us
Want to learn more about our institutional investing capabilities?
(800) 550-1071
Current Institutional Clients
(650) 851-3334
