Fisher Investments Singapore will serve as your discretionary investment manager and will delegate certain portfolio management activities to its affiliates. In particular, the day-to-day portfolio strategy decision-making will be conducted by its parent company, Fisher Asset Management, LLC, which does business in the United States as Fisher Investments.
As a client, you will receive a tailored investment portfolio we believe is appropriate to help reach your investment goals, managed with an investment practice deeply rooted in time-tested processes and philosophies. Fisher Investments’ portfolio management approach—combined with proactive, personalised client service—has helped clients achieve their financial goals for over 45 years. Globally, Fisher Investments currently serves over 190,000* clients.
Fisher Investments’ Investment Policy Committee (IPC) has over 150 years of combined financial industry experience. Supported by a large research department, the IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios, an approach based in active, flexible portfolio management. Scroll down to learn more about Fisher Investments’ portfolio management approach and tailored client portfolios.
*As of 30/09/2025. Includes Fisher Investments and its affiliates.
Our Approach
Investment Style
Active, flexible and global. Fisher Investments tailors your investment portfolio based on forward-looking market views. This investment style capitalises on opportunities around the world, taking into consideration your personal objectives, risk tolerance and investment mandates.
Investment Philosophy
Fisher Investments’ investment philosophy is the set of financial principles that guide all investment decisions, rooted in the firm’s belief in capitalism and the power of free markets.
Top-Down Approach
To address the daunting task of selecting from tens of thousands of securities globally, Fisher Investments employs a top-down investment process and leverages a large research team to help make sense of a complex and vast investment landscape.
Tailoring Your Investment Portfolio
Investment success is personal—the management of your assets should be too. Your investment portfolio deserves more than a one-size-fits-all financial plan. Discover how we build investment portfolios tailored to each client’s situation and financial goals.
Our Top-Down Investment Approach
We believe that approximately 70% of long-term portfolio returns come from asset allocation—the mix of stocks, bonds, cash, and other assets that you own at any given time. Using proprietary technology, our team analyses current market conditions, historical data, and behavioural factors to make informed asset allocation decisions for your portfolio.
We begin by getting a thorough understanding of your personal situation, goals and needs. We use this information in our top-down investment process to determine the mix of stocks, bonds, cash or other securities that we believe will maximize the likelihood of reaching your financial goals.
From there, we emphasize parts of the market we believe will perform best, such as different countries and stock market sectors. Finally, we analyze individual securities and select the ones we believe best capture our high-level views. We believe this flexible, active approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.
The Four Elements of a Personalised Asset Management Approach
Fisher Investments combines experience as a professional portfolio manager with world-class service and state-of-the-art research to help clients meet their long-term goals.
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Personalised
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Flexible
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Disciplined
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Global
Personalised
As you give us more information about your personal portfolio considerations, we will recommend an initial strategic asset allocation based on your specific objectives. We will review this asset allocation with you in detail before your portfolio is invested.
Flexible
Fisher Investments approach can help enhance returns and reduce risk by making forecasts and changing asset allocations accordingly. This tactical approach is different from the style of investing in many mutual funds, exchange traded funds (ETFs) or from money managers who tend to adhere to a static allocation and are unwilling or unable to make changes based on market conditions.
Disciplined
Fisher Investments uses a time-tested investment approach that informs the mix of equities, fixed interest and other securities to hold in your portfolio. Fisher Investments first analyses the global macroeconomic environment and market conditions to identify what they think are the most attractive investment categories. Then, they select individual securities within those categories that fit your tailored investment strategy.
Global
Fisher Investments seeks to maximise opportunity and manage risk by investing globally. Many Singaporean investors tend to focus solely on domestic equities. However, Singapore makes up a small fraction of global equity markets. Investing globally can help take advantage of worldwide opportunities many miss.
The Benefits of Active Portfolio Management
Fisher Investments employs an active, flexible approach to portfolio management to help clients navigate evolving market conditions. While passive investing has its own advantages, maintaining a purely passive approach can be challenging for investors over time, particularly during periods of market volatility.
Passive Portfolio Management Has Its Challenges
While maintaining a passive investment approach requires discipline, many investors find it difficult to remain fully invested during periods of uncertainty, whether driven by market volatility or economic, political, or personal factors.
Research shows that investors tend to feel the impact of losses more strongly than the positive impact of gains. This means that even modest market volatility or downturns can prompt investors to pull money out of the market prematurely and fail to re-enter when conditions improve.
Emotional Decision-Making Hampers Passive Investing
Emotion is the downfall of effective passive investment retirement strategies. As soon as you let your feelings drive you into action, you’re no longer a passive investor. Almost inevitably, this subjective bias influences investment decisions, particularly during times around market peaks or troughs.
The Benefits of Active Portfolio Management
Fisher Investments employs an active, flexible approach to portfolio management to help clients navigate evolving market conditions. While passive investing has its own advantages, maintaining a purely passive approach can be challenging for investors over time, particularly during periods of market volatility.
Stay Disciplined, Follow the Plan
What many investors need is an asset allocation aligned with their long-term goals. As we’ve discussed, having the discipline to endure the ups and downs of a passive approach is something with which many investors struggle, so it’s also valuable to consider how your investment manager may help prevent you from making a costly error in judgement.
The key with either active or passive investment is to stay disciplined and follow your plan. The difference is that with an active manager, you have someone knowledgeable there to help you steer a steady course when emotions and uncertainty arise.
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Learn More
Learn why over 190,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2025. Includes Fisher Investments and its affiliates.
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