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

Categories
Capabilities
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
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
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
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 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
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
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 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 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 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
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
Fixed Income JPM EMBI Fixed Index August 2021
European Equity
Global ex-US Equity MSCI Europe Index November 2013
Global ex-US Equity MSCI Europe Index November 2013
Foreign Equity
Global ex-US Equity MSCI EAFE Index October 1993 SRI, ESG, or Impact
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
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
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
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
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
Long/Short US 3-Month T-Bill November 2018
Global Quant
Quant MSCI ACWI October 2016 SRI, ESG, or Impact
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
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
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
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
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 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
Fixed Income ICE BofA US High Yield Index November 2020
US Mid Cap Value
US Equity Russell Mid Cap Value Index January 1990
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
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 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 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 Equity Russell 2000 Index June 2010 SRI, ESG, or Impact
US Small Cap Equity Quant
Quant Russell 2000 Index October 2016
Quant Russell 2000 Index October 2016
US Small Cap Opportunities
US Equity Russell Microcap Value Index October 2015
US Equity Russell Microcap Value Index October 2015
US Small Cap Quant
US Equity Russell 2000 Index October 2016
US Equity Russell 2000 Index October 2016
US Small Cap Value
US Equity Russell 2000 Value Index January 1990 SRI, ESG, or Impact
US Equity Russell 2000 Value Index January 1990 SRI, ESG, or Impact
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All strategies are available as SRI, ESG, or Impact

= Strategy has SRI, ESG, or Impact AUM

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Investment Strategy Factsheet

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Investment Policy Committee

Fisher Investments doesn’t base portfolio decisions on one person’s views. With more than 150 years of combined industry experience, Fisher Investments’ five-person Investment Policy Committee collaboratively makes the firm’s strategic investment decisions.

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