X
By continuing, you consent to Fisher Investments Canada using cookies and other tracking measures for site data and relevent advertising. See our Privacy and Cookie Policy.

The Experience to Deliver Long-Term Investment Results

Powered by a robust investment process and an innovative global research team, Fisher Investments Institutional Group helps clients around the world achieve their investment goals.

  • Top-Down Investing
  • Strategies With Global Reach
  • The Advantages of Responsible Investing
  • Who We Serve
Our investment process graphic

Top-Down Investing

We designed our unique top-down portfolio management process to increase the likelihood of delivering repeatable results. We focus on macroeconomic theme development, which aids our security selection by first identifying countries and sectors/industries that should outperform in the current market environment. We believe our process sets us apart from our competitors, who often use “bottom-up” approaches that see key sector or country decisions as secondary byproducts of stock picking.

SOUND INVESTMENT EXPERIENCE

Our Investment Teams

The Investment Policy Committee and our Research Group interact closely to create, implement and continuously monitor our strategies.

Investment Policy Committee

The Investment Policy Committee (IPC) makes all the strategic investment decisions. It draws its expertise from over 150 years of combined industry experience.

38E316B8-8FC5-4891-94BF-19D5CD5C5235

Research Group

Our analysts study global trends and developments and produce unique research to support the Investment Policy Committee's portfolio management decisions.

Fisher Investments manages assets on behalf of a wide variety of institutional clients from across the globe, including:


 
Woman with dark sports coat and orange blouse speaks to a room full of business men and woman seated at a table in front of her 

Corporate Plan Sponsors

Sovereign Wealth Funds

Public Plan Sponsors

Family Offices

Financial Institutions

Not-for-Profit Organizations

Endowments

Foundations

A man smiling and shaking hands with a business partner

Contact Us

Want to learn more about our institutional investing capabilities?

(800) 550-1071

Current Institutional Clients

(650) 851-3334

Contact Us Today