温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.fi.com/da-dk/institutional-investing/top-down-investment-process
点击访问原文链接

Fisher Investments | Wealth Management

进入原网站 导航首页
Fisher Investments | Wealth Management to main content Download_on_the_App_Store_Badge_US-UK_RGB_wht_092917 "> "> "> " d="M24.99671,19.88935a5.14625,5.14625,0,0,1,2.45058-4.31771,5.26776,5.26776,0,0,0-4.15039-2.24376c-1.74624-.1833-3.43913,1.04492-4.329,1.04492-.90707,0-2.27713-1.02672-3.75247-.99637a5.52735,5.52735,0,0,0-4.65137,2.8367c-2.01111,3.482-.511,8.59939,1.41551,11.414.96388,1.37823,2.09037,2.91774,3.56438,2.86315,1.4424-.05983,1.98111-.91977,3.7222-.91977,1.72494,0,2.23035.91977,3.73427.88506,1.54777-.02512,2.52292-1.38435,3.453-2.77563a11.39931,11.39931,0,0,0,1.579-3.21589A4.97284,4.97284,0,0,1,24.99671,19.88935Z" /> " d="M22.15611,11.47681a5.06687,5.06687,0,0,0,1.159-3.62989,5.15524,5.15524,0,0,0-3.33555,1.72582,4.82131,4.82131,0,0,0-1.18934,3.4955A4.26259,4.26259,0,0,0,22.15611,11.47681Z" /> "> 22FC5B0B-A4EC-4985-A9EF-94269B50F21B D5AB5053-9729-48DC-BFE7-1DD0B296D2FA 7081E26A-9CE7-4FCB-BE74-A2FA6B5E1F0E 7F3372AF-C896-4062-916A-6C2C5234D09B Icon for article summary 8AB4BD7D-7AC9-49FB-BE85-2C68FA08E565 F543922C-C097-4292-BA6C-A337016C5A47 ACF32132-BE0D-485B-90C2-0A0C78C199DA C2C7D000-E097-40EC-A866-DFFAE228B1DA 5E3312C8-29BE-4690-8D0E-022F57A28720 location Phone 3E0371F9-4B0C-49F2-AEE6-A78753E8DFD3 icons/24/transcript X logo B704F803-F647-470A-97EC-67D43EB1FE8F 5F584AAD-AA61-4CAC-8D0E-7A1F4A8C9338 External Star Users tune-variant 93169ADC-370E-4C67-8390-3DF913F068E0 Global Icon This strategy has SRI, ESG, or Impact AUM Locations Careers Client Login United States

Selected Country/Region:

United States (English)

North America

North America

Canada

English United States

English Europe

Europe

Austria

German Belgium

Dutch French Denmark

Danish France

French Germany

German Ireland

English Italy

Italian Luxembourg

English French Netherlands

Dutch Norway

Norwegian Spain

Spanish Sweden

Swedish Switzerland

German United Kingdom

English European Union

English Middle East

Middle East

Saudi Arabia

Arabic Asia-Pacific

Asia-Pacific

Australia

English Japan

Japanese New Zealand

English Singapore

English Australasia

English Fisher Investments Menu Back Back Search Search About Us Personal Wealth Management Institutional Investing Insights Resource Library Contact About Us Our investment experience, leadership and culture help us provide world-class, client-focused service.

Our Story Our Story Our History Our Culture Awards and Recognition Leadership Leadership Executive Leadership Ken Fisher Investment Policy Committee Research Group Press Center Press Center Press Releases Facts and Figures The Fisher Difference Our Representatives Form CRS & Form ADV

Read Our Latest Insights

In the News Personal Wealth Management We work with you to create a tailored investment portfolio designed to help you achieve your financial goals.

Request an Appointment Get Started With Fisher Get Started With Fisher Request an Appointment Your Financial Goals Your Financial Goals Retirement Planning Grow Your Wealth Preserve Your Wealth Manage Your Estate How We Help You How We Help You Portfolio Management Financial Planning Services Annuity Evaluation Retirement Built Around You Expanded Offerings for Investors with >$5 Million How We're Different How We're Different Our Fiduciary Obligation Investment Approach Personalized Service Tailored Portfolios Performance Fees Institutional Investing We serve a diverse group of institutional clients around the world including pension funds, governments, foundations, endowments and more.

Who We Serve Who We Serve Retirement Plan Advisers Financial Institutions Corporate and Public Plan Sponsors Foundations Sovereign Wealth Funds Strategies Strategies Global Equity US Equity Global ex-US Equity Emerging Market Equity Fixed Income Long/Short Quant Top-Down Investment Process Top-Down Investment Process Security Selection Responsible Investing Responsible Investing ESG Integration Stewardship Affiliations and Initiatives Participant Managed Accounts Participant Managed Accounts Portfolio Construction Why PRO? Who PRO serves Contact Us Read Our Insights Insights Gain valuable insights on current market topics and issues from our seasoned team of investing professionals

Market Insights Market Insights MarketMinder - Daily Market Commentary Headlines – What We’re Reading In the News Ken Fisher in the New York Post Personal Wealth Management Insights Personal Wealth Management Insights Financial Planning Weekly Wrap-Up Institutional Investing Insights Institutional Investing Insights Macro Insights ESG Insights Formats Formats Videos Podcasts Articles Webinars Resource Library Get help navigating the constantly changing market landscape with our articles and resources on popular topics.

Personal Wealth Management Resources Personal Wealth Management Resources Retirement Planning Resources Free Investing Guides Free Educational Webinars Market Insights Mobile App Institutional Investing Resources Institutional Investing Resources PRO Resources ESG Resources General Resources General Resources Retirement Calculator Future Value Calculator Fisher Investments FAQ Annuity Evaluator

Read Our Investment Guides

Read Now You Imagine Your Future. We Help You Get There. A Globally Recognized, Client-Focused Investment Adviser Serving Individuals, Families and Institutions

Are you ready to start your journey to a better financial future?

Request an Appointment Want to Sample Our World-Class Financial Education? Watch Our Webinars. We offer educational sessions on a wide range of topics, designed to provide actionable strategies for investors at any level. Register Now Market Insights Stay informed on what's happening in the markets and gain valuable insights on the global economy, politics, investor sentiment, investing trends and more from our seasoned team of investing professionals. Check Out Our Latest Market Insights Subscribe to Our Weekly Market Updates Clearly Different Money Management Our TV commercials explain how we do things differently than other money managers to ensure we're always putting clients first. Watch Our TV Commercials and Learn More You Imagine Your Future. We Help You Get There. A Globally Recognized, Client-Focused Investment Adviser Serving Individuals, Families and Institutions

Are you ready to start your journey to a better financial future?

Request an Appointment Play Carousel Pause Carousel 195,000

individuals, families, businesses and institutions around the world

$386 billion

assets under management

45+ years

experience serving clients and helping them achieve their investment objectives

6,300

employees dedicated to your financial goals

See All Awards

As of 12/31/2025. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.

Structured to Always Put Your Interests First Client-Focused Investment Experience Top-Down, Global Investment Approach Independent

Client-Focused Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Investment Experience Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.

Top-Down, Global Investment Approach  Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

Independent We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.


What Our Clients Say About Us Over 195,000 clients* globally have done their due diligence and entrusted us with their investments. Here’s what some of our clients have to say about their experiences with Fisher Investments:



"The management of my portfolio is the key benefit from Fisher. All the years that I tried to manage my portfolio myself left me frustrated, always being behind the market."

John R (Client in CA since 2013)



“Takes the stress and worry about my financial future knowing my money is in good hands.”

Bruce B (Client in FL since 2016)



“My Investment Counselor understands my long term goals, is able to explain FI's approach at times when it may not be obvious to me, is a great listener, and genuinely cares about me.”

Client since 2008



“I think your client educational services are a strong differentiator between Fisher and other companies.”

Alan G (Client in NJ since 2002)



“Prevents impulsive or panic reactions; provides sound, reasoned basis for viewpoints.”

Paul G (Client in WY since 2005)



“Our adviser reaches out to us frequently and is always there for advice and any services we need.”

Jack T (Client in WI since 2016)

Play Carousel Pause Carousel

All testimonials are from current clients. Comments may have been edited for brevity. Clients are not compensated, financially or otherwise, for testimonials.
*As of 12/31/2025. Includes Fisher Investments and its affiliates.

How We Can Help Personal Wealth Management We help individuals and families achieve their goals through tailored investment portfolios, personalized client service, comprehensive financial planning resources and more.

Wealth Management Services Institutional Investing We have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.

Institutional Investing Services Insights & Media All All Personal Wealth Management Institutional Investing Media Choice Media Type Articles Podcasts Videos In The News More Expert Commentary 3 Things You Need to Know This Week | State of the Union, Consumer Sentiment, CA GDP 2026-02-23 Politics SOTU Puts Congressional Inaction in the Spotlight 2026-02-25 Market Analysis A Gloomy Greeting for Better-Than-Feared UK Data 2026-02-24 Weekly Wrap-Up Fisher Investments Reviews: Last Week in Markets—February 16 - February 20 2026-02-23

Watch the Investment Policy Committee Leadership video View Transcript For the Investment Policy Committee Leadership video

Demonstrated Experience

Investment Policy Committee Leadership The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.

Learn More About Our Leadership Watch the Structured to Always Put Our Clients' Interests First video View Transcript For the Structured to Always Put Our Clients' Interests First video

Structured to Always Put Our Clients' Interests First When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.

Watch Now

A Client-Focused Culture Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.

Learn More Learn why 195,000 clients trust us to manage their money and how Fisher Investments and its affiliates may be able to help you achieve your financial goals.

As of 12/31/2025

New to Fisher? Call Us.

(888) 823-9566

Contact Us Today About Fisher Investments About Fisher Investments About The Fisher Difference Our Story Leadership Press Center In the News Our People Personal Wealth Management Personal Wealth Management Personal Wealth Management Your Financial Goals How We Help You How We're Different Institutional Investing Institutional Investing Institutional Investing Top-Down Investment Process Strategies ESG Investing Who We Serve Participant Managed Accounts Contact Us Contact Us Contact Us Find a Location Find a Representative Press Inquiries Careers Fisher Investments Reviews Scams Insights Insights Insights MarketMinder - Market Commentary Personal Wealth Management Insights Institutional Investing Insights Resource Library Resource Library Resource Library Fisher Investments FAQ General Resources Personal Wealth Management Resources Institutional Investing Resources Legal Information Legal Information Legal Information Privacy Accessibility Disclosures Sitemap Form CRS & Form ADV Connect With Us Call us at (888) 823-9566

Find Fisher Investments on social media.

Facebook X Instagram Youtube LinkedIn Client Login (For clients in the pilot program)

Login

Get the Fisher App Available for US customers only.

Get the app on Apple App Store

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

©2026 Fisher Investments

6500 International Parkway, Plano, Texas 75093

You are now leaving the Fisher Investments website. You are now leaving FisherInvestments.com. Click Confirm to continue or click Close to remain on this page.

Confirm Close

智能索引记录