About Us—Asset Management and Global Investing Opportunities

Fisher Investments Ireland’s parent company, Fisher Asset Management, LLC, trading as Fisher Investments (‘Fisher Investments’) first began managing discretionary assets in 1979, with the goal of always putting clients first. Fisher Investments was founded by Ken Fisher—the longest-running columnist in Forbes magazine’s history.

Fisher Investments and its subsidiaries, including Fisher Investments Ireland (together, the “Fisher group”), has more than $107 billion of assets under its management, including € 58 billion for North American private investors, over € 33 billion for institutional investors and over € 8 billion for European private investors.[i]Today, the Fisher group manages assets for over 175 institutional clients and more than 60,000 high net worth individual clients.[ii]

The Fisher group’s primary goal is to help clients achieve their investing goals through active and personalised asset management—a process supported by a rigorous investing process and proactive, high-touch client service.

Personalised Money Management

Fisher Investments Ireland delegates the portfolio management function to Fisher Investments. Fisher Investments starts with a top-down investing process and the belief that the most important investing decision is your asset allocation—the mix of equities, fixed interest, cash and other securities in your portfolio.

A top-down investing approach emphasises broader economic factors. The strategy determines the allocation and selection of assets based on macroeconomic characteristics and how they expect to affect different areas of the market. Once Fisher Investments identifies the areas they think will perform well, they select individual securities within those areas.

To determine a personalised asset allocation and portfolio strategy consistent with your goals and objectives, your initial and ongoing contacts will speak with you in detail to determine your complete financial picture. As your circumstances change over time, your portfolio may also need to change, which is one reason we regularly and proactively reach out to our clients to reassess needs.

Your Investment Counsellor

As a client of Fisher Investments Ireland, you will receive a dedicated Investment Counsellor who proactively provides education to you as a client and ensures your asset management needs are being met. Your Investment Counsellor will call you on a regular basis not only to answer market-related questions you may have, but also to discuss market events and explain what is happening, our view of the reasons behind it and any potential portfolio impact. Investment Counsellors also act as your line of communication to the Investment Policy Committee, the five-member group which makes all strategic decisions affecting clients portfolios.

Your Investment Counsellor is there to help you stay on track in your investing journey, and to help you understand your portfolio and our market outlook. Further, you will have access to resources to help enrich your understanding and experience of how the Fisher group works to assist you with the following:

  • Optimising Your Investments: whether you need capital growth, liquidity or other factors
  • Achieving Tax Efficiency: capital gains, income tax allowances and pension contributions
  • Understanding Financial News and Legislation

Beginning the Journey

As a client of Fisher Investments Ireland, you can expect that we will aim to learn all about your current investing approach and your financial goals.

We will then help you develop a model asset allocation suitable for you and your goals.

If you would like to find out more about becoming a client, contact us.


 

[i] 30/06/2019. Includes assets under management of Fisher Investments, its subsidiaries and affiliates.

[ii] Ibid.

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.