Emerging Markets Strategies



Fisher Investments’ emerging markets (EM) strategies use a top-down investment process that applies capital markets technology (i.e., proprietary macroeconomic research) to the analysis of economic, political and sentiment drivers. This analysis helps determine our market forecasts and portfolio themes.

Fisher Investments' EM strategies attempt to exploit the structure of the emerging markets and capitalise on the cyclicality of EM countries, sectors, and industries. The EM strategies are managed by the firm’s Investment Policy Committee (IPC). The IPC is supported by Capital Markets Research and Securities Research teams. Together, they determine macro themes, countries, sectors, and securities they believe are most likely to generate excess returns.

Find An Investment Strategy

Categories
Capabilities
Strategy Mobile Dropdown Categories Benchmark Inception Date Capabilities Compare
All Non-US Equity
Global ex-US Equity MSCI ACWI ex-US Index maj 2004 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Index maj 2004 SRI, ESG, or Impact
All Non-US Equity Focused
Global ex-US Equity MSCI ACWI ex-US Index december 2006
Global ex-US Equity MSCI ACWI ex-US Index december 2006
All Non-US Equity Growth
Global ex-US Equity MSCI ACWI ex-US Growth april 2005
Global ex-US Equity MSCI ACWI ex-US Growth april 2005
Global Equity
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
Global Equity MSCI ACWI Index december 2009 SRI, ESG, or Impact
Global Equity MSCI ACWI Index december 2009 SRI, ESG, or Impact
Global Equity Focused
Global Equity MSCI World Index januar 2010 SRI, ESG, or Impact
Global Equity MSCI World Index januar 2010 SRI, ESG, or Impact
Global Developed Small Cap
Global Equity MSCI World Small Cap Index februar 2013 SRI, ESG, or Impact
Global Equity MSCI World Small Cap Index februar 2013 SRI, ESG, or Impact
Emerging Markets Equity
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
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
Fixed Income JPM EMBI Fixed Index august 2021
Fixed Income JPM EMBI Fixed Index august 2021
European Equity
Global ex-US Equity MSCI Europe Index november 2013
Global ex-US Equity MSCI Europe Index november 2013
Non-US Equity
Global ex-US Equity MSCI EAFE Index oktober 1993 SRI, ESG, or Impact
Global ex-US Equity MSCI EAFE Index oktober 1993 SRI, ESG, or Impact
Global Developed Long/Short Equity 50
Long/Short 50% MSCI World/50% US 3M T-Bill marts 2015
Long/Short 50% MSCI World/50% US 3M T-Bill marts 2015
Global Long/Short Neutral Equity
Long/Short US 3-Month T-Bill november 2018
Long/Short US 3-Month T-Bill november 2018
Global Quant
Quant MSCI ACWI oktober 2016 SRI, ESG, or Impact
Quant MSCI ACWI oktober 2016 SRI, ESG, or Impact
All Non-US Equity Small Cap
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 Equity
Global ex-US Equity MCSI UK Investable Markets Index juni 2007
Global ex-US Equity MCSI UK Investable Markets Index juni 2007
US Broad Market Fixed
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 Equity
US Equity MCSI UK Investable Markets Index september 1994 SRI, ESG, or Impact
US Equity MCSI UK Investable Markets Index september 1994 SRI, ESG, or Impact
US High Yield Debt
Fixed Income ICE BofA US High Yield Index november 2020
Fixed Income ICE BofA US High Yield Index november 2020
US Mid Cap Value
US Equity Russell Mid Cap Value Index januar 1990
US Equity Russell Mid Cap Value Index januar 1990
US Short-Term Fixed Income
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index oktober 2020
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index oktober 2020
US Small and Mid Cap Core
US Equity Russell 2500 Index juni 2014 SRI, ESG, or Impact
US Equity Russell 2500 Index juni 2014 SRI, ESG, or Impact
US Small and Mid Cap Value
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
US Equity Russell 2000 Index juni 2010 SRI, ESG, or Impact
US Equity Russell 2000 Index juni 2010 SRI, ESG, or Impact
US Small Cap Equity Quant
Quant Russell 2000 Index oktober 2016
Quant Russell 2000 Index oktober 2016
US Small Cap Opportunities
US Equity Russell Microcap Value Index oktober 2015
US Equity Russell Microcap Value Index oktober 2015
US Small Cap Quant
US Equity Russell 2000 Index oktober 2016
US Equity Russell 2000 Index oktober 2016
US Small Cap Value
US Equity Russell 2000 Value Index januar 1990 SRI, ESG, or Impact
US Equity Russell 2000 Value Index januar 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 Non-US Equity
  2. All Non-US Equity Focused
  3. All Non-US Equity Growth
  4. Global Equity
  5. All World Equity
  6. Global Equity 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. Non-US Equity
  13. Global Developed Long/Short Equity 50
  14. Global Long/Short Neutral Equity
  15. Global Quant
  16. All Non-US Equity Small Cap
  17. UK Equity
  18. US Broad Market Fixed
  19. US Equity
  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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Investment Policy Committee

Fisher Investments doesn’t base portfolio decisions on one person’s views. With more than 150 years of combined industry experience, Fisher Investments’ five-person Investment Policy Committee collaboratively makes the firm’s strategic investment decisions.

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