Fisher Investments' Approach to Performance Measurement
Many investors are short term focused and tend to measure performance on an absolute basis. We believe this is counterproductive and can lead to performance complaints and frustration.
Fisher Investments makes investments based on specific client objectives and our forecast for the market, grounded in a long term strategy. We work with our clients to determine an appropriate time horizon for their assets, which for many of our clients is a long period extending through the entirety of their lives.
Fisher Investments uses a variety of broad equity indexes (e.g. S&P 500, MSCI World, MSCI EAFE, MSCI EM, Russell 2000,etc.), various fixed income indexes, and more. These indexes serve as proxies of market performance and act as benchmarks against which performance is measured.
If you are interested in learning more about Fisher Investments' services, please contact us at 1-800-587-5512.