Fisher Investments' internal research department is comprised of investment professionals dedicated to aiding its Investment Policy Committee within portfolio management. The department is organised into teams with unique responsibilities, including analysing macroeconomic trends, monitoring every investment sector and major country around the world, evaluating individual securities, calculating performance attribution, and implementing Fisher Investments' Investment Policy Committee portfolio decisions. Members of Fisher Investments' Research Department present at seminars nationwide, teach workshops and university courses, and write columns, articles, and books on investing.
The above illustration provides insight into Fisher Investments unique research structure. View Larger
All of the Fisher Investments' strategies leverage its global research platform. Fisher Investments focuses on macroeconomic themes in order to analyse a wide range of economic, political and sentiment drivers to formulate forecasts and develop portfolio themes. All of Fisher Investments' strategies leverage proven core competencies and utilize the same macroeconomic outlook and resources to support the particular strategy. Fisher Investments' Research Analysts, located in Woodside, CA and Camas, WA offices, are responsible for monitoring the economic, political and sentiment drivers supporting its top-down process and for communicating these findings to the Investment Policy Committee daily and as changes arise. In addition, Research Analysts conduct fundamental securities analysis to complete the security selection process.
All of Fisher Investment's Research Analysts are generalists and therefore devote efforts to all of the firm's strategies. Analysts are key members of the three teams that make up the Fisher Investments' Research department: Capital Markets Research, Securities Research, and Capital Markets Innovation.
Fisher Investments Capital Markets Research Team is responsible for gathering information used in the analysis of a wide range of economic, political, and sentiment drivers. Fisher Investments' Investment Policy Committee uses this research to formulate forecasts and develop portfolio themes. The team’s objective is to assist Fisher Investments' Investment Policy Committee in determining country, sector and style forecasts using relevant information generated from the drivers to determine over/under weight allocations relative to a strategy’s given benchmark. Country and sector-specific coverage is rotated among the analysts at the discretion of management.
Fisher Investments' Securities Research Team is responsible for the initial analysis and ongoing monitoring of all securities held in the firm's portfolios. Each analyst is assigned securities that fall within specific sectors. They are then responsible for providing Fisher Investments' Investment Policy Committee with updates as market conditions dictate or at least once per quarter. Sector coverage is rotated among the analysts at the discretion of management.
Fisher Investments' Capital Markets Innovation Team conducts risk management functions allowing for internal oversight throughout the investment management process. These teams monitor various risk factors and regularly provide detailed reporting to Fisher Investments' Investment Policy Committee who ultimately may decide to adjust the portfolio in order to maintain a favourable risk profile.
Fisher Investments Australia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $135 billion* in assets for over 75,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 9/30/20)
For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.