Fisher Investments 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 whom to trust? If you’re in the process of reviewing your options, including Fisher Investments Ireland, 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 Ireland 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?
You may also want to:
- Search the Financial Conduct Authority (FCA) register to check if the investment provider or adviser you're considering is authorised.
- Consider third-party industry awards and recognition from reliable sources, such as Financial Times, or others.
Things to Know As You Review Fisher Investments Ireland
Fisher Investments Ireland takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. Fisher Investment Irelands’s advice service is a restricted advice service only. This means that we will only recommend certain products and services offered by a limited number of third parties.
At the conclusion of this detailed review, we may recommend, where deemed suitable, an asset allocation strategy we feel best fits your particular situation, along with a recommendation for the discretionary investment management services of Fisher Investments. Fisher Investments Ireland is a restricted advice firms authorised by the FCA. Fisher Investments is not regulated by the FCA, they are based in the United States and Regulated by the SEC. This means that certain of the protections in the Ireland of retail customers may not apply.
We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.
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Great Place to Work® – Certified™ - Ireland
Fisher Investments Ireland has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments Ireland 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 Ireland.
Great Place to Work® certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organisations and Our Methodology.
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FS Awards
Business and Finance recognised Fisher Investments Ireland at the 2023 Financial Services (FS) Dublin Awards as the winner of the Employee Experience award—which identifies companies that foster a positive work environment and relationship with its employees. The FS Awards recognise excellence in financial services.
The FS Dublin Employee Experience award judged candidates by how they value and prioritise employee experience, with demonstrable evidence thereof. Judges looked for a company which fostered a positive work environment and relationship with its employees. Employee Experience was defined as the total of all interactions an employee has with their work environment and culture. For more information, please visit: https://fsdublin.com/#categories
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UK Best Workplaces™
Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.
To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK
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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.
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 Ireland knows that researching other people’s experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, we’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.
Here’s a list of useful tips to consider when you’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.? Could 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 toward one view?
For Fisher Investments Ireland reviews are a small part of a bigger picture and although they can provide insight, they should not be trusted on face value alone.
Competitor Reviews
In today’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 Ireland 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 Ireland 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 Ireland recommends thinking critically and holistically about the process so you’re set up for success.
How We're Different
Fisher Investments Ireland’s parent company, Fisher Investments, is one of the world’s largest privately owned US based investment manager. From our founding in 1979, our firm has been structured to help us put your interests first and we believe our time-tested, top-down investment approach is critical to our clients’ investing success.
We provide a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
Fisher Investments reviews market performance and provides continuous education to clients via Investments Counsellors and other resources including seminars, webinars and other communications from senior members of the firm’s investments team.
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Learn why 165,000 clients* trust Fisher Investments and its affiliates to manage their money, and find out 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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