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Fisher Investments Portfolio



Fisher Investments is a money management firm serving both high net worth individuals as well as large institutions. All of the firm's portfolio decisions are made by the Investment Policy Committee (IPC). Together, the IPC makes informative assessments based on the market's performance over the long term.

How Are Fisher Investments' Portfolio Decisions Made?

Major portfolio decisions are based research compiled from the firm's dedicated Research department as well as Fisher Investments' current market forecast. The Fisher Investments Research department provides the Investment Policy Committee with up to date information regarding specific stocks, regions, and sectors relevant to our clients' portfolios. The IPC takes this research into account when developing a forecast for the market ahead. Fisher Investments then positions Fisher Investments clients' portfolios based on this research and market outlook in accordance with each client's investment objectives.

Stock Market Outlook

Fisher Investments also publishes some of its research in the form of a quarterly Stock Market Outlook report. This report discusses the firm's market outlook, or forecast, for the coming months. It also looks back on the preceding quarter and identifies any major stock market events which may have contributed to stocks' overall performance.

Fisher Investments MarketMinder

This webzine produced by Fisher Investments provides readers a look into the stories Fisher Investments believes are sensible and those that are misperceptions. In addition to aggregating stories from mainstream media, Fisher Investments MarketMinder also writes original news analysis, in the daily cover story. For a sample Fisher Investments MarketMinder cover story, click here.

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