Emerging Markets Strategies
Fisher Investments’ emerging markets (EM) strategies use a top-down investment process that applies our capital markets technology (i.e., proprietary macroeconomic research) to the analysis of economic, political and sentiment drivers. This analysis helps determine our market forecasts and portfolio themes.
Our EM strategies attempt to exploit the structure of the emerging markets and capitalize on the cyclicality of EM countries, sectors, and industries. The EM strategies are managed by the firm’s Investment Policy Committee (IPC). The IPC is supported by our Capital Markets Research and Securities Research Teams. Together, they determine macro themes, countries, sectors, and securities they believe are most likely to generate excess returns.
Frontier Markets Strategies
Fisher Investments frontier markets (FM) strategies use a unique top-down investment process, analyzing and incorporating what we believe to be the primary determinants of risk and return in the capital markets: country, sector, and security decisions.
Each FM country has a unique market structure and economic cycle. Therefore, a company’s location and the countries in which it does business materially influence its future success. Furthermore, broader global economic influences can create opportunities in specific sectors regardless of where a security is domiciled.
This is why we believe a top-down analysis method adds value to our FM strategies. In our view, security selection absent global macro analysis of countries and sectors is incomplete. We believe our advantage comes from our ability to forecast the global economic environment correctly and select securities whose comparative and competitive advantages should be appreciated by the market, generating the highest expected excess return.
The strategies are managed by the Investment Policy Committee (IPC). The IPC is supported by our Capital Markets Research and Securities Research Teams. Together, they determine macro themes, countries, sectors, and securities they believe are most likely to generate excess returns.
Find An Investment Strategy
|Strategy||Mobile Dropdown||Categories||Benchmark||Inception Date||Capabilities|
|All Foreign Equity||Global ex-US Equity||MSCI ACWI ex-US Index||May 2004||SRI, ESG, or Impact|
|All Foreign Equity + China A Small Cap Equity Quant||Quant||MSCI ACWI ex-US||March 2021|
|All Foreign Equity Focused||Global ex-US Equity||MSCI ACWI ex-US Index||December 2006|
|All Foreign Equity Growth||Global ex-US Equity||MSCI ACWI ex-US Growth||April 2005|
|Global Total Return||Global Equity||MSCI World Index||September 1994||SRI, ESG, or Impact|
|All World Equity||Global Equity||MSCI ACWI Index||December 2009||SRI, ESG, or Impact|
|Global Total Return Focused||Global Equity||MSCI World Index||January 2010||SRI, ESG, or Impact|
|Global Developed Small Cap||Global Equity||MSCI World Small Cap Index||February 2013||SRI, ESG, or Impact|
|Asia ex-Japan||Global ex-US Equity||MSCI Asia ex-Japan Index||November 2012||SRI, ESG, or Impact|
|Emerging Markets Equity||Emerging Market/Frontier Market Equity||MSCI Emerging Markets Index||April 2006||SRI, ESG, or Impact|
|Emerging Markets Equity ESG||Emerging Market/Frontier Market Equity||MSCI Emerging Markets Index||September 2012||SRI, ESG, or Impact|
|Emerging Markets Equity Small Cap||Emerging Market/Frontier Market Equity||MSCI Emerging Markets Small Cap||November 2016||SRI, ESG, or Impact|
|Emerging Markets Equity Small Cap ESG||Emerging Market/Frontier Market Equity||MSCI Emerging Markets Small Cap Index||September 2012||SRI, ESG, or Impact|
|EM Sovereign Debt Hard Currency||Fixed Income||JPM EMBI Fixed Index||August 2021|
|European Equity||Global ex-US Equity||MSCI Europe Index||November 2013|
|Foreign Equity||Global ex-US Equity||MSCI EAFE Index||October 1993||SRI, ESG, or Impact|
|Foreign Equity Small Cap||Global ex-US Equity||MSCI ACWI ex-US Small Cap||September 2011||SRI, ESG, or Impact|
|Frontier Markets Equity||Emerging Market/Frontier Market Equity||MSCI Frontier Markets Index||August 2015|
|Global Developed Long/Short Equity 50||Long/Short||50% MSCI World/50% US 3M T-Bill||March 2015|
|Global Long/Short Equity 100/30||Long/Short||70% MSCI ACWI/30% US 3M T-Bill||May 2019|
|Global Long/Short Neutral Equity||Long/Short||US 3-Month T-Bill||November 2018|
|Global Quant||Quant||MSCI ACWI||October 2016||SRI, ESG, or Impact|
|All Foreign Equity Small Cap||Global ex-US Equity||MSCI ACWI ex-US Small Cap||September 2011||SRI, ESG, or Impact|
|UK Total Return||Global ex-US Equity||FTSE All-Share ex-Investment Trust Index||June 2007|
|US Broad Market Fixed||Fixed Income||ICE BofA US Broad Index||December 2014||SRI, ESG, or Impact|
|US Broad Market Fixed ESG||Fixed Income||ICE BofA US Broad Index||February 2020||SRI, ESG, or Impact|
|US Equity||US Equity||S&P 500 Index||September 1994||SRI, ESG, or Impact|
|US High Yield Debt||Fixed Income||ICE BofA US High Yield Index||November 2020|
|US Mid Cap Value||US Equity||Russell Mid Cap Value Index||January 1990|
|US Short-Term Fixed Income||Fixed Income||ICE BofA Corp/Govt A-AAA 1—5 Year Index||October 2020|
|US Small and Mid Cap Core||US Equity||Russell 2500 Index||June 2014||SRI, ESG, or Impact|
|US Small and Mid Cap Value||US Equity||Russell 2500 Value Index||August 1995||SRI, ESG, or Impact|
|US Small Cap Core||US Equity||Russell 2000 Index||June 2010||SRI, ESG, or Impact|
|US Small Cap Equity Quant||Quant||Russell 2000 Index||October 2016|
|US Small Cap Opportunities||US Equity||Russell Microcap Value Index||October 2015|
|US Small Cap Quant||US Equity||Russell 2000 Index||October 2016|
|US Small Cap Value||US Equity||Russell 2000 Value Index||January 1990||SRI, ESG, or Impact|
All strategies are available as SRI, ESG, or Impact
= Strategy has SRI, ESG, or Impact AUM
Investment Strategy Factsheet
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