Our Portfolio Management Team
At Fisher Investments, the Portfolio Management Team is headed by an Investment Policy Committee with support from research analysts and other financial professionals.
Investment Policy Committee
The Investment Policy Committee (IPC) collaboratively makes all strategic investment decisions affecting clients’ portfolios. Though the IPC functions as a team, each member focuses his efforts on particular segments of investment strategy. While all four committee members conduct macroeconomic, political and sentiment analysis in support of the firm’s strategies, Ken Fisher (Founder & Co-Chief Investment Officer) plays the primary role in this process. Jeff Silk (Vice Chairman & Co-Chief Investment Officer), Bill Glaser (Executive Vice President of Portfolio Management) and Aaron Anderson (Senior Vice President of Research) are primarily responsible for the selection of securities within the firm’s strategies, overseeing Fisher Investments’ in-house research efforts, portfolio engineering and implementation, and the firm’s technological research resources.
The Research Department
Our internal research department is comprised of investment professionals dedicated to aiding the Investment Policy Committee with Fisher Investments’ portfolio management. The department is organized into teams with unique responsibilities, including analyzing macroeconomic trends, monitoring every investment sector and major country around the world, evaluating individual securities, calculating performance attribution, and implementing the IPC's portfolio decisions. Members of our research department present at seminars nationwide, teach workshops and university courses, and write columns, articles, and books on investing.
1 Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades,” contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher’s market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments or its clients. Not all forecasts may be as accurate as those in the past.