Personal Wealth Management / Corporate Information

How The Investment Policy Committee's Structure Benefits You

Video Transcript

Fisher is structurally different than most of our competitors. As a global pension fund manager, we use an institutional model, and we have a large, independent research arm that scours the globe for investing opportunities, economic trends, and are feeding thousands and thousands of hours of independent research weekly up to our Investment Policy Committee. The Investment Policy Committee is, frankly, our five most qualified individuals at the firm who make the decisions for our client portfolios based on where they see the market going, and positioning our clients in a way to increase the probability or maximize the probability that they're going to be able to achieve their goals.

Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC (FAM) does business as Fisher Investments.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

This information constitutes the general views of Fisher Investments and should not be regarded as personalised investment or tax advice or as a representation of its performance or that of its clients. No assurances are made that Fisher Investments will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.

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As of 30/06/2026. Includes Fisher Investments and its affiliates.

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