Structured to always put your best interests first
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Client-Focused
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Investment Experience
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Top-Down, Global Investment Approach
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Privately Held
Client-Focused
Fisher Investments Australia is part of the global Fisher group of companies.
From its founding in 1979, our US-based parent company, Fisher Investments, has done things differently than other investment firms—not just to be different, but to put client interests first. By separating sales, client service and portfolio management responsibilities, employees can build breadth and depth in their areas of expertise. We believe this division of labour directly benefits you by reducing conflicts of interests and giving you undivided attention and care at every step of the relationship.
As our client, Fisher Investments Australia will serve as your investment manager—partially outsourcing aspects of day-to-day investment advice, portfolio management, and trading functions to our affiliates. In particular, portfolio strategy decision-making will be conducted by Fisher Investments, our US-based parent company.
Fisher Investments’ Depth of Investment Experience
Fisher Investments’ five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and makes strategic decisions for client investment strategies. The IPC has over 150 combined years of industry experience.
Top-Down, Global Investment Approach
Fisher Investments’ time-tested, top-down portfolio management approach starts by analysing broad global economic, political and sentiment drivers to forecast market conditions and develop investment themes.
Using that analysis, Fisher Investments finds opportunities across investment categories before narrowing down to the specific securities it believes will perform well moving forward.
Privately Held
The global Fisher group of companies, which includes Fisher Investments Australia, is privately held. This gives the firm control over its destiny. In our view, this enables unconventional thinking and helps the firm act in clients' best interest.
Trust We Have Earned
Fisher Investments Australia and its affiliates have been recognised by a number of institutions globally.*
*As of 01/07/2024. Includes Fisher Investments and its affiliates.
How We Can Help
Personal Wealth Management
We offer personalised wealth management strategies with the ability to devise a tailored plan for each client, calling upon our parent company, Fisher Investments, for discretionary investment management services and proactive, high-touch client service.
Institutional Investing
Fisher Investments and its subsidiaries have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others. Powered by a time-tested, top-down investment process and an innovative, robust research team, Fisher Investments’ Institutional Group helps clients around the world achieve their investment goals.
Insights & Media
Demonstrated Experience
Investment Policy Committee Leadership
The Investment Policy Committee (IPC) is Fisher Investments’ five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The IPC has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.
A Client-Focused Culture
Compared with other investment firms, we do things differently—not just to be different, but because it matters for clients. Fisher Investments and its subsidiaries are structured to provide superior service to clients and minimise conflicts of interest.
Learn More
Learn why 155,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 01/07/2024
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