How We Tailor a Portfolio for Each Client

Graphic: How We Tailor a Portfolio for Each Client
FISHER INVESTMENTS AUSTRALIA®

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Bill Glaser: There's a number of contributing factors that go into determining a client's portfolio strategy. And we take a comprehensive approach that's really tailored to the needs of each individual client.

And we're looking at a whole host of things. Whether it's what are their investment objectives? Or, said differently, what are the goals for their assets? What's the time horizon for their assets? Meaning how long do they need their assets to work for them? What sort of restrictions might they want to place on the portfolio? Do they need to draw income or cash flows from the portfolio? Are their tax considerations? Do they have outside assets that are managed outside of our purview that we should be considering? And what are their risk tolerances?

So this approach differs from the competition in the sense that a lot of managers out there, they'll simply have you fill out a questionnaire, a risk tolerance matrix, or even take more of an age based approach in terms of trying to dictate what is the optimal asset allocation for any given client or strategy. But, that's not what we're doing at Fisher Investments. We are much more comprehensive in nature with a much more rigorous process that considers not only all of those factors, but many others.

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FISHER INVESTMENTS AUSTRALIA®

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance. This document constitutes the general views of Fisher Investments Australia as of the date of this document. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein.

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FISHER INVESTMENTS AUSTRALIA®

Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Any commentary regarding strategy or performance reflects our Global Total Return strategy that is benchmarked to the MSCI World Index. Given different objectives and circumstances, clients may have different benchmarks and client accounts may not contain all elements of any strategy discussed here. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

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