Fisher Investments offers portfolio management and financial planning for wealthy investors. When you sign up, an investment advisor designs a personalized investment strategy based on your long-term goals and financial situation. With a focus on active portfolio management, Fisher Investments aims to identify investment opportunities and deliver long-term results.
In the latest 13F filing, Fisher Investments revealed insights into their investment adjustments made during the third quarter of 2023. This filing provides a glimpse into the company's investment decisions and strategies, shedding light on their approach to portfolio management.
The Investment Policy Committee (IPC) at Fisher Investments plays a crucial role in the investment process. Comprised of experienced professionals, the IPC considers various economic factors and market conditions to benefit clients. The structure of this committee ensures a comprehensive approach to investment management and allows for informed decision-making.
To create client portfolios, Fisher Investments utilizes a top-down approach. This approach involves considering broader economic factors, such as interest rates, inflation, and geopolitical events, before selecting individual investments. By focusing on these macro factors, Fisher Investments aims to position portfolios to benefit from market trends and potential opportunities.
When establishing a relationship with a client, Fisher Investments takes the time to fully understand their financial situation. This holistic approach allows the investment advisors to consider all aspects of a client's goals, investment time horizon, cash flow needs, and tax implications. By gaining a comprehensive understanding, Fisher Investments can tailor investment strategies that align with the client's specific circumstances.
One of the key aspects of Fisher Investments' portfolio construction process is the application of investment themes. These themes are strategic concepts that guide the selection of investments. By applying these themes, Fisher Investments aims to capture long-term growth potential and manage risk effectively.
Fisher Investments' global strategies are designed to capitalize on the structure of global markets. By considering country, sector, and industry cycles, Fisher Investments seeks to identify opportunities for growth and optimize portfolio performance. This global approach allows for diversification and exposure to different markets, potentially enhancing returns for clients.
In summary, Fisher Investments' latest 13F filing provides valuable insights into their investment adjustments during the third quarter of 2023. With a focus on active portfolio management and a comprehensive approach to investment decision-making, Fisher Investments aims to deliver long-term results for its clients. By considering broader economic factors, applying investment themes, and capitalizing on global market cycles, Fisher Investments strives to identify and exploit investment opportunities.
