The Portfolio Management Team is headed by an Investment Policy Committee with support from research analysts and other financial professionals.
The Investment Policy Committee collaboratively makes all strategic investment decisions affecting clients’ portfolios. Though the IPC functions as a team, each member focuses on particular segments of investment strategy. Whilst all five committee members conduct macroeconomic, political and sentiment analysis in support of the firm’s strategies, Ken Fisher (Founder & Co-Chief Investment Officer) leads these efforts. Jeff Silk (Vice Chairman & Co-Chief Investment Officer), Bill Glaser (Executive Vice President of Portfolio Management), Aaron Anderson (Senior Vice President of Research) and Michael Hanson (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.
Ken founded Fisher Investments in 1979 and currently serves as Executive Chairman and Co-Chief Investment Officer. His prestigious Forbes “Portfolio Strategy” column ran from 1984 through 2016, making Ken the longest continuously running columnist in the magazine’s history. He has also been published in USA Today, Financial Times in the UK, Focus Money in Germany, Børsen in Denmark and De Telegraaf in the Netherlands. Ken has authored 11 books, including 4 New York Times bestsellers.
Jeff Silk is a Vice Chairman and Co-Chief Investment Officer. Jeff oversees all portfolio management functions across a wide range of investment strategies at the firm.
Bill Glaser is the Executive Vice President of Portfolio Management and a member of the Investment Policy Committee. In those roles, he oversees the firm’s Portfolio Management Department, which includes the Research, Investment Operations, Investment Solutions and Portfolio Evaluation Groups.
Aaron Anderson is a Senior Vice President of Research and a member of the Investment Policy Committee. In those roles, Aaron oversees the firm’s global macroeconomic and capital markets research.
Michael Hanson is a Senior Vice President of Research and a member of the Investment Policy Committee. In his current role, Michael oversees the Research Group and is responsible for the development of capital markets and securities research.
Our internal research department is composed of investment professionals dedicated to aiding the Investment Policy Committee (IPC) with Fisher Investments’ portfolio management. The department is organised into teams with unique responsibilities, including analysing 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.
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.