Personal Wealth Management / Videos

How The Investment Policy Committee's Structure Benefits You

How the Fisher Investments Policy Committee benefits you

Video Transcript

Audio

Visual

Upbeat piano music.

Graphic:

How the Investment Policy Committee’s Structure Benefits You

FISHER INVESTMENTS ®

The music lowers in volume.

Michael Hanson: The Investment Policy Committee is comprised of five members.  The Chairman of our firm, of course, Ken Fisher, Jeff Silk, Aaron Anderson, Bill Glaser and myself, Michael Hanson.

Michael Hanson (continues): I think the Investment Policy Committee is very unique, relative to the rest of the industry, for a variety of ways.  One of the things that I think is so important to Ken in starting the Private Client Group, now so many years ago, was that how can we give our clients access to world-class money management but in a competitive way and in a way that’s truly appropriate for our customer? 

We have a five-member group that is solely focused on portfolios and what is in our client mandates.  What we don’t focus on are things like sales, administrative duties, and even to some extent service–although  we’re out speaking to our clients very frequently. Our sole responsibility is the portfolios and we’ve specialized the rest of the tasks of this business to others.  That alone I think is very unique because in most circumstances in this industry, most advisors have to do the selling, the service, and the trading and strategy all at once—which we simply don’t view as optimal. 

We have an entire Research staff that assists us in every facet of the process. And so, we have an entire group, which we refer to as our Capital Markets Innovation Group, which is dedicated to statistical analysis and doing empirical work across the world to help us develop ideas and themes but in a very rigorous way. 

We have a Securities team that assists us in stock selection—all the way on through from creating and looking at stock ideas, to actually monitoring over time and making sure that the reasons that we originally owned a stock remain consistent. 

And lastly, we have a Capital Markets Group, which is sort of our macro analysis, and they assist us with fundamental views about how the world works today and help us generate investing themes. What unifies us is that we have very similar outlooks on the world in a similar investing philosophy. We don’t always agree with each other but that’s part of the process of the committee is to work out what we think the best step is moving forward and what unifies us is a philosophy about how the world might work.

A man dressed in a navy blue suit appears. A fly-out in the lower right corner identifies him as Michael Hanson, Senior Vice President, Research.

The fly-out disappears. The camera remains focused on Michael Hanson, occasionally changing angle.

The music increases in volume.

The screen wipes to reveal text:

Interested in learning more about Fisher Investments and how we can help?  Call us at (888) 823-9566 to speak with a local representative.

The screen wipes again.

The music continues to play.

New text is revealed:

Fisher Asset Management, LLC does business as Fisher Investments.  Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid.  Past performance is not guarantee of future results.

FISHER INVESTMENTS®

The text dissolves into new text which reads:

This commentary constitutes the general views of Fisher Investments, and should not be regarded as personalized investment or tax advice or as a representation of their performance or that of their clients.

No assurances are made that they will continue to hold these views, which may change at any time based on new information, analysis or reconsideration.  In addition, no assurances are made regarding the accuracy of any forecast made herein.  Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.

FISHER INVESTMENTS®  

The music fades out.

The screen fades to black.

Image that reads the definitive guide to retirement income

See Our Investment Guides

The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.

A man smiling and shaking hands with a business partner

Contact Us

Learn why 100,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 12/31/2021. Includes Fisher Investments and its subsidiaries.

New to Fisher? Call Us.

1 (888) 823-9566

Contact Us Today