Quantitative Strategies

In addition to our array of fundamental strategies, Fisher Investments also offers pure quantitative strategies.

Our quantitative strategies benefit from the same top-down analysis used with our other strategies, but active weights are a product of an algorithmic process. Purpose-built top-down models determine active weights without the need for manager discretion. Our quantitative strategies also utilize risk models, which assist the strategies in avoiding the very worst performing positions. This systematic approach manages tracking error intelligently while producing portfolios that behave unlike many quantitative strategies in the space.