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.

As of 30/06/2021, Fisher Investments and its subsidiaries manage over €158 billion in assets globally—over €121 billion for private investors, €35 billion for institutional investors and €1 billion for US small to mid-sized business retirement plans. [i] Today, Fisher Investments manages assets for more than 95,000 clients.

You can always expect two things as a client of Fisher Investments Ireland:

First is direct, proactive client service. We are committed to understanding your financial objectives and giving you the confidence and service necessary to reach your long-term investing goals.

Second is personalised portfolio management tailored to your needs. Your asset allocation—the mix of equities, fixed interest, cash and other securities in your portfolio—will be based on your individual investment objectives. You will receive a portfolio we believe is appropriate to reach your investment goals, managed with an investment practice deeply rooted in Fisher Investments’ time-tested, top-level investment processes and philosophies.

Direct, Proactive Client Service

Managing investment accounts proactively brings with it the responsibility of keeping clients up to date and well informed as to how their investments are performing. Communication is the foundation of Fisher Investments Ireland’s client relationships.

As a client of Fisher Investments Ireland, you will receive a dedicated Investment Counsellor who proactively provides education to you and ensures your asset management needs are being met. Your Investment Counsellor will call you on a regular basis to answer market-related questions, explain our current outlook and discuss portfolio positioning. Your Investment Counsellor is there to help you stay on track along the path to your longer-term financial goals and acts as a liaison to Fisher Investments’ Investment Policy Committee—the five-member group which makes all strategic decisions affecting client portfolios.

Further, you will have access to a wealth of exclusive educational resources—including regular market commentary from Fisher Investments Ireland—so you can stay informed on market developments that matter and how they may affect your portfolio

Personalised Portfolio Management

To determine a personalised asset allocation and portfolio strategy consistent with your goals and objectives, Fisher Investments Ireland will speak with you in detail to determine your complete financial picture as it relates to the assets we will manage. Based on your individual financial circumstances, we will recommend where deemed suitable, a strategy we feel best fits your particular situation. And as your circumstances change over time, your portfolio may also need to change—so we will regularly and proactively reach out to reassess your needs.

Fisher Investments Ireland delegates the day-to-day portfolio strategy decision-making to Fisher Investments, who constructs your portfolio using its top-down portfolio engineering process.

Fisher Investments’ top-down investing approach analyses economic, political and sentiment drivers to make asset and sub-asset allocation decisions. Based on these drivers, Fisher Investments determines what it believes is the most advantageous blend of country, sector and style factors in keeping with higher-level themes in its outlook and forecast. Once Fisher Investments identifies the areas it believes will perform well, it selects individual securities within those areas. Whilst many in the industry focus solely on security selection, Fisher Investments aims to capitalise on significant opportunities to add value at all levels of the portfolio management process.

Fisher Investments Ireland can also help 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

We would be honoured to learn more about your financial situation and have the opportunity to discover if we could be a fit for you and your goals. If you would like to find out more, please contact us.


 

[i] 30/06/2021

[ii] Ibid.

Investing in financial markets involves a risk of loss and there is no guarantee that all or any invested capital 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.