Fixed Income Strategies

Fisher Investments offers a variety of Fixed Income strategies across regions, sectors, and maturities. Using our top-down investment framework, the Investment Policy Committee (IPC) focuses on identifying fundamental drivers of fixed income returns in each phase of the market cycle.

Our macro theme development guides country/currency, sector/industry, duration, yield curve and credit quality decisions. Within this framework, our bottom-up relative value-focused credit selection process seeks to generate superior risk adjusted excess returns for our investors.



Strategy Benefits Include:

  • Innovative investment process accounting for core drivers of bond market returns with an emphasis on top-down analysis of Duration and Credit positioning

  • Excess returns generated throughout market cycles

  • A combined (top-down/bottom-up) investment process funnels our macroeconomic forecasts into a relative value oriented selection process

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Categories
Capabilities
Strategy Mobile Dropdown Categories Benchmark Inception Date Capabilities Compare
All Foreign Equity
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI ACWI ex-US Index May 2004 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Index May 2004 SRI, ESG, or Impact
All Foreign Equity Focused
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Index December 2006
Global ex-US Equity MSCI ACWI ex-US Index December 2006
All Foreign Equity Growth
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Growth April 2005
Global ex-US Equity MSCI ACWI ex-US Growth April 2005
Global Total Return
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index September 1994 SRI, ESG, or Impact
Global Equity MSCI World Index September 1994 SRI, ESG, or Impact
All World Equity
Category Benchmark Inception Date Capabilities
Global Equity MSCI ACWI Index December 2009 SRI, ESG, or Impact
Global Equity MSCI ACWI Index December 2009 SRI, ESG, or Impact
Global Total Return Focused
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index January 2010 SRI, ESG, or Impact
Global Equity MSCI World Index January 2010 SRI, ESG, or Impact
Global Developed Small Cap
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Small Cap Index February 2013 SRI, ESG, or Impact
Global Equity MSCI World Small Cap Index February 2013 SRI, ESG, or Impact
Emerging Markets Equity
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index April 2006 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index April 2006 SRI, ESG, or Impact
Emerging Markets Equity ESG
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index September 2012 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index September 2012 SRI, ESG, or Impact
EM Sovereign Debt Hard Currency
Category Benchmark Inception Date
Fixed Income JPM EMBI Fixed Index August 2021
Fixed Income JPM EMBI Fixed Index August 2021
European Equity
Category Benchmark Inception Date
Global ex-US Equity MSCI Europe Index November 2013
Global ex-US Equity MSCI Europe Index November 2013
Foreign Equity
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI EAFE Index October 1993 SRI, ESG, or Impact
Global ex-US Equity MSCI EAFE Index October 1993 SRI, ESG, or Impact
Global Developed Long/Short Equity 50
Category Benchmark Inception Date
Long/Short 50% MSCI World/50% US 3M T-Bill March 2015
Long/Short 50% MSCI World/50% US 3M T-Bill March 2015
Global Long/Short Neutral Equity
Category Benchmark Inception Date
Long/Short US 3-Month T-Bill November 2018
Long/Short US 3-Month T-Bill November 2018
Global Quant
Category Benchmark Inception Date Capabilities
Quant MSCI ACWI October 2016 SRI, ESG, or Impact
Quant MSCI ACWI October 2016 SRI, ESG, or Impact
All Foreign Equity Small Cap
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI ACWI ex-US Small Cap September 2011 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Small Cap September 2011 SRI, ESG, or Impact
UK Total Return
Category Benchmark Inception Date
Global ex-US Equity MCSI UK Investable Markets Index June 2007
Global ex-US Equity MCSI UK Investable Markets Index June 2007
US Broad Market Fixed
Category Benchmark Inception Date Capabilities
Fixed Income ICE BofA US Broad Index December 2014 SRI, ESG, or Impact
Fixed Income ICE BofA US Broad Index December 2014 SRI, ESG, or Impact
US Total Return
Category Benchmark Inception Date Capabilities
US Equity S&P 500 Index September 1994 SRI, ESG, or Impact
US Equity S&P 500 Index September 1994 SRI, ESG, or Impact
US High Yield Debt
Category Benchmark Inception Date
Fixed Income ICE BofA US High Yield Index November 2020
Fixed Income ICE BofA US High Yield Index November 2020
US Mid Cap Value
Category Benchmark Inception Date
US Equity Russell Mid Cap Value Index January 1990
US Equity Russell Mid Cap Value Index January 1990
US Short-Term Fixed Income
Category Benchmark Inception Date
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index October 2020
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index October 2020
US Small and Mid Cap Core
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Index June 2014 SRI, ESG, or Impact
US Equity Russell 2500 Index June 2014 SRI, ESG, or Impact
US Small and Mid Cap Value
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Value Index August 1995 SRI, ESG, or Impact
US Equity Russell 2500 Value Index August 1995 SRI, ESG, or Impact
US Small Cap Core
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Index June 2010 SRI, ESG, or Impact
US Equity Russell 2000 Index June 2010 SRI, ESG, or Impact
US Small Cap Equity Quant
Category Benchmark Inception Date
Quant Russell 2000 Index October 2016
Quant Russell 2000 Index October 2016
US Small Cap Opportunities
Category Benchmark Inception Date
US Equity Russell Microcap Value Index October 2015
US Equity Russell Microcap Value Index October 2015
US Small Cap Quant
Category Benchmark Inception Date
US Equity Russell 2000 Index October 2016
US Equity Russell 2000 Index October 2016
US Small Cap Value
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Value Index January 1990 SRI, ESG, or Impact
US Equity Russell 2000 Value Index January 1990 SRI, ESG, or Impact
No Results

All strategies are available as SRI, ESG, or Impact

= Strategy has SRI, ESG, or Impact AUM

  1. All Foreign Equity
  2. All Foreign Equity Focused
  3. All Foreign Equity Growth
  4. Global Total Return
  5. All World Equity
  6. Global Total Return Focused
  7. Global Developed Small Cap
  8. Emerging Markets Equity
  9. Emerging Markets Equity ESG
  10. EM Sovereign Debt Hard Currency
  11. European Equity
  12. Foreign Equity
  13. Global Developed Long/Short Equity 50
  14. Global Long/Short Neutral Equity
  15. Global Quant
  16. All Foreign Equity Small Cap
  17. UK Total Return
  18. US Broad Market Fixed
  19. US Total Return
  20. US High Yield Debt
  21. US Mid Cap Value
  22. US Short-Term Fixed Income
  23. US Small and Mid Cap Core
  24. US Small and Mid Cap Value
  25. US Small Cap Core
  26. US Small Cap Equity Quant
  27. US Small Cap Opportunities
  28. US Small Cap Quant
  29. US Small Cap Value

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