Research Group

Fisher Investments’ large, in-house Research Department aids Fisher Investments’ Investment Policy Committee (IPC) with every step of the investment process. The Research Group is organised into teams focused in four primary areas: Applied Research, Theoretical Research, Suitability Analysis and Portfolio Implementation.

Fisher Investments UK is part of the global Fisher group of companies. Our US parent company, Fisher Investments, first began managing discretionary assets in 1979. Below is a convenient summary of the Fisher Investments Research Group and its work.

Responsibilities of The Fisher Investments Research Group

Each team has unique responsibilities, including analysing economic trends, updating sector and industry analyses, evaluating securities, calculating performance and implementing the IPC's portfolio decisions.

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Applied Research

Two Applied Research teams, the Capital Markets Research Team and the Securities Research Team, provide information and analysis upon which the IPC makes portfolio decisions. Both teams have dedicated analysts specializing in fixed income research.

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Capital Markets Research Team

The Capital Markets Research Team gathers information about regions, countries, sectors and industries and analyses that info from a top-down perspective using economic-, political- and sentiment-based factors. This information assists the IPC in determining asset class, country and sector forecasts and portfolio themes.

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Securities Research Team

The Securities Research Team conducts the initial analysis and ongoing monitoring of all individual portfolio securities from a fundamental, bottom-up perspective.

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Theoretical research

Capital Markets Innovation Team

The Capital Markets Innovation Team is responsible for developing and refining proprietary capital markets technology (i.e., ways to analyse markets), providing quantitative investment analysis to the IPC and applied research teams, measuring portfolio attribution and managing portfolio risk. The team assists the IPC with the development and modification of portfolio drivers with theoretical, quantitative-driven capital markets technology.

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Financial Planning and Suitability

Fisher Investments UK’s Private Client Advice Group

The Private Client Advice Group reviews your individual circumstances, goals and accounts (such as pensions, ISAs and investment accounts) and provides recommendations designed to create a financial plan that helps you achieve your goals and objectives in a tax-efficient way.

Portfolio Implementation & Monitoring

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Implementation Team

The Implementation Team oversees and applies portfolio changes—generating trade orders—as instructed by the IPC, portfolio strategy and client restrictions.

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Portfolio Engineering Team

The Portfolio Engineering Team monitors strategies to ensure the intended portfolio themes are represented.

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Trading Team

The Trading Team works together with the Portfolio Implementation Team to generate and execute trade orders as directed by the IPC.

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