Research Group

Fisher Investments’ large, in-house Research Department aids Fisher Investments’ Investment Policy Committee (IPC) with every step of the investment process. The Research Group is organised into teams focused in four primary areas: applied research, theoretical research, suitability analysis and portfolio implementation.

Fisher Investments Australia® is part of the global Fisher group of companies. Our US parent company, Fisher Investments, first began managing discretionary assets in 1979. Below is a convenient summary of the Fisher Investments' Research Group and its work.


Responsibilities of the Fisher Investments Research Group

Each team has unique responsibilities, including analysing economic trends, updating sector and industry analyses, evaluating securities, calculating performance and implementing the IPC's portfolio decisions.

 

Applied Research

Two applied research teams, the Capital Markets Research Team and the Securities Research Team, provide information and analysis upon which the IPC makes portfolio decisions. Both teams have specialised fixed income analysts.

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Capital Markets Research Team

The Capital Markets Research Team employs a top-down investment process to understand economic, political and sentiment factors they believe will drive markets over the next 12-18 months. The IPC uses this information to develop key portfolio themes based on which asset classes, countries and sectors are best positioned for the economic environment we expect ahead.

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Securities Research Team

Our Securities Research Team conducts fundamental research on current and prospective investments to identify securities with the strategic attributes consistent with our top-down views and competitive advantages relative to their defined peer group.

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Theoretical research

Capital Markets Innovation Team

The Capital Markets Innovation Team is responsible for developing and refining proprietary capital markets technology (i.e., ways to analyse markets), providing quantitative investment analysis to the IPC and applied research teams, measuring portfolio attribution and managing portfolio risk. The team assists the IPC with the development and modification of portfolio drivers with theoretical, quantitative-driven capital markets technology.

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Suitability Analysis

Fisher Investments Portfolio Evaluation Group

Under the direction of the IPC, the Portfolio Evaluation Group provides benchmark recommendations and personalised portfolio analysis for clients.

Portfolio Implementation & Monitoring

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Portfolio Implementation Team

The Portfolio Implementation Team oversees and applies portfolio changes—generating trade orders—as instructed by the IPC, portfolio strategy and client restrictions.

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Portfolio Engineering Team

The Portfolio Engineering Team monitors strategies to ensure the intended portfolio themes are represented.

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Trading Team

The Trading Team works together with the Portfolio Implementation Team to generate and execute trade orders as directed by the IPC.

Insights & Media

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