Fisher Investments Australia® Reviews and Awards - November 2024


Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know who to trust? If youā€™re in the process of reviewing your options, including Fisher Investments Australia, we put this page together to help you with your due diligence process.



Evaluating Money Managers

Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments Australia recommends asking the following questions as part of your review:

  • How can I trust my money manager has my best interests in mind?
  • How does my money manager allocate my assets to meet my unique financial goals?
  • Will I have a dedicated point of contact who knows me and my financial situation?
  • Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
Two people having a discussion around a desk with a tablet

You may also want to:

  • Review any filings or disclosures on the company you are considering from regulatory agencies (such as ASIC).
  • Consider third-party industry awards and recognition from reliable sources, such as Financial Times, Pensions & Investments, or others.


Things to Know As You Review Fisher Investments Australia

We do things differently from other investment firmsā€”not just to be different, but because it matters for our clients. Our firm structure was designed to minimise conflicts of interest. We have a strong division of labour between sales and service roles, allowing employees in each role to focus on their strengths. At Fisher, our client service focuses entirely on providing superior service, not additional sales. And weā€™re continually looking for ways to improve so that we can keep serving clients' best interests into the future.

We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.

Donā€™t just take our word for it. Fisher Investments and itā€™s affiliates have received numerous awards, including Fisher Investments Australia which is certified as a Great Place to Work®.

  • Award Great Place to Work - Australia - Certified

    Great Place to Work ā€“ Certified ā„¢ - Australia

    Fisher Investments Australia was certified as a "Great Place to Work." This recognition not only honours us as a top organisation in Australia but celebrates our ability to drive trust, pride and camaraderie in the workplace.

    Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust IndexĀ© Survey, taken as part of Great Place to WorkĀ® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.

    Great Place to WorkĀ® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune ā€œ100 Best Companies to Work ForĀ®ā€ list. Great Place to WorkĀ® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments Australia. Fisher Investments and its affiliates pay a fee which covers administration costs and results analysis.

  • Wealth & Asset Management Awards 2023 Equities Manager of the Year

    Wealth & Asset Management Awards ā€“ Equities Manager of the Year

    MoneyAge recognised Fisher Investments and its affiliates as their 2023 "Equities Manager of the Year" at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as "Equities Manager of the Year" by MoneyAge and follows a 2022 MoneyAge recognition as Active Manager of the Year. 

    MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php

  • Pensions & Investments - One of the Largest Money Managers Awards Logo

    One of the Largest Money Managers

    For the eighth time, Fisher Investments was included on Pensions & Investments’ list of the world’s 500 largest money managers—which is based on total worldwide institutional assets under management.

    Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranked money managers based on total worldwide institutional assets under management as of 12/31/2023. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.pionline.com/largest-money-managers/2024-full-list.

  • ATD ATD BEST Award

    ATD BEST Award

    Fisher Investments was recognised by the Association for Talent Development (ATD) as a 2024 BEST Award winner. This is the fifth time Fisher Investments has earned a place on ATD's list. ATD, the worldā€™s largest professional talent development association, represents private and public organisations and executives in over 120 countries across every industry.

    The BEST Awards recognise organisations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organisations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organisation's culture, Learning links to individual and organisational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit https://www.td.org/best-award-winners.

As of 30/09/2024, over 165,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.

Understanding Online Reviews

Fisher Investments Australia knows that researching other peopleā€™s experience with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, weā€™d caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious “review sites” with hidden conflicts of interest.

Hereā€™s a list of useful tips to consider when youā€™re trying to sort out the facts from the noise in online reviews:

  • Does the review seem like it is from a real person with actual first-hand experience?
  • Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Can anyone leave a review for any reason?
  • Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
  • Is the review overwhelmingly biased towards one view?

Competitor Reviews

In todayā€™s online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a “review” of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation or—at its best—is based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.

A Holistic Approach

Fisher Investments Australia recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.

Fisher Investments Australia believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments recommends thinking critically and holistically about the process so youā€™re set up for success.

How We're Different

Fisher Investments Australia® is part of the global Fisher group of companies, which has been providing client-focused money management for over 40 years. This includes Fisher Investments and its affiliated businesses. Throughout its history, Fisher Investments has worked in clientsā€™ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalised approach and commitment to serving clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.

Learn More

Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 30/09/2024
Includes Fisher Investments and its affiliates.

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