Investment Policy Committee
Fisher Investments doesn’t base market decisions on just one investment portfolio manager’s views. With more than 100 years of combined industry experience, Fisher Investments' four-person IPC collaboratively makes all of the firm’s strategic investment decisions.
Founder, Executive Chairman & Co-Chief Investment Officer
Ken is the founder, Executive Chairman and Co-Chief Investment Officer of Fisher Investments, a multi-billion dollar money management firm serving large institutions and high net worth individuals throughout most of the developed world. Perhaps best known for his prestigious Forbes “Portfolio Strategy” column, Ken’s 30+ years of high-profile market calls make him the longest continuously running columnist in Forbes' history. His Forbes market forecasts are among America’s most accurate as measured by independent third-party CXO Advisory Group1.
Vice Chairman & Co-Chief Investment Officer
As one of Fisher Investments’ first employees, Jeff has
been with the firm since 1983. He is currently a Vice Chairman, Co-Chief
Investment Officer and member of the firm's IPC, where he is responsible for
portfolio construction and implementation across a wide range of investment strategies.
Prior to his current responsibilities, Jeff was Fisher Investments' President
and Chief Operating Officer. He has also served as the firm’s Director of
Trading and Operations, where he was instrumental in developing Fisher
Investments' portfolio management, research and trading technology.
Executive Vice President, Portfolio Management
Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President responsible for Portfolio Management, overseeing the firm’s Investments Operations and Research groups. He previously managed the firm's Securities Research, Portfolio Implementation and Capital Markets Research teams and served as a Securities Research Analyst and Capital Markets Research Analyst.
Senior Vice President, Research
Aaron has been with Fisher Investments since 2005 and joined the IPC in 2011. He oversees the firm’s global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley, and has written two books, including Own the World: How Smart Investors Create Global Portfolios. He has also served as a Capital Markets Research Analyst, Innovation Manager and contributing editor of MarketMinder.com. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President.
1Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades,” contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher’s market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments or its clients. Not all forecasts may be as accurate as those in the past.