Global Ex-US Strategies
Fisher Investments’ global ex-US strategies use the structure of global markets in order to seek to capitalize on country, sector and industry cycles. The Investment Policy Committee (IPC) leverages top-down themes to help identify opportunities and risks across the global-ex US universe.
Strategy Benefits Include:
- Macro-driven investment process combined with bottom-up analysis to account for country, sector and stock decisions
- Incorporating a top-down process in a multi-manager lineup may complement traditional, bottom up approaches by increasing diversification benefits
- Consistent, repeatable process has helped deliver excess returns in a variety of market environments
Our Global Ex-US Strategies
Categories
Capabilities
| Strategy | Mobile Dropdown | Categories | Benchmark | Inception Date | Capabilities | Compare | |||||
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| All Foreign Equity |
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Global ex-US Equity | MSCI ACWI ex-US Index | May 2004 | SRI, ESG, or Impact |
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| All Foreign Equity Focused |
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Global ex-US Equity | MSCI ACWI ex-US Index | December 2006 |
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| All Foreign Equity Growth |
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Global ex-US Equity | MSCI ACWI ex-US Growth | April 2005 |
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| Global Total Return |
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Global Equity | MSCI World Index | September 1994 | SRI, ESG, or Impact |
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| All World Equity |
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Global Equity | MSCI ACWI Index | December 2009 | SRI, ESG, or Impact |
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| Global Total Return Focused |
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Global Equity | MSCI World Index | January 2010 | SRI, ESG, or Impact |
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| Global Developed Small Cap |
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Global Equity | MSCI World Small Cap Index | February 2013 | SRI, ESG, or Impact |
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| Emerging Markets Equity |
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Emerging Markets Equity | MSCI Emerging Markets Index | April 2006 | SRI, ESG, or Impact |
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| Emerging Markets Equity ESG |
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Emerging Markets Equity | MSCI Emerging Markets Index | September 2012 | SRI, ESG, or Impact |
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| EM Sovereign Debt Hard Currency |
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Fixed Income | JPM EMBI Fixed Index | August 2021 |
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| European Equity |
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Global ex-US Equity | MSCI Europe Index | November 2013 |
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| Foreign Equity |
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Global ex-US Equity | MSCI EAFE Index | October 1993 | SRI, ESG, or Impact |
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| Global Developed Long/Short Equity 50 |
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Long/Short | 50% MSCI World/50% US 3M T-Bill | March 2015 |
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| Global Long/Short Neutral Equity |
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Long/Short | US 3-Month T-Bill | November 2018 |
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| Global Quant |
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Quant | MSCI ACWI | October 2016 | SRI, ESG, or Impact |
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| All Foreign Equity Small Cap |
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Global ex-US Equity | MSCI ACWI ex-US Small Cap | September 2011 | SRI, ESG, or Impact |
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| UK Total Return |
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Global ex-US Equity | MCSI UK Investable Markets Index | June 2007 |
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| US Broad Market Fixed |
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Fixed Income | ICE BofA US Broad Index | December 2014 | SRI, ESG, or Impact |
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| US Total Return |
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US Equity | S&P 500 Index | September 1994 | SRI, ESG, or Impact |
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| US High Yield Debt |
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Fixed Income | ICE BofA US High Yield Index | November 2020 |
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| US Mid Cap Value |
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US Equity | Russell Mid Cap Value Index | January 1990 |
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| US Short-Term Fixed Income |
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Fixed Income | ICE BofA Corp/Govt A-AAA 1—5 Year Index | October 2020 |
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| US Small and Mid Cap Core |
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US Equity | Russell 2500 Index | June 2014 | SRI, ESG, or Impact |
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| US Small and Mid Cap Value |
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US Equity | Russell 2500 Value Index | August 1995 | SRI, ESG, or Impact |
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| US Small Cap Core |
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US Equity | Russell 2000 Index | June 2010 | SRI, ESG, or Impact |
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| US Small Cap Equity Quant |
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Quant | Russell 2000 Index | October 2016 |
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| US Small Cap Opportunities |
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US Equity | Russell Microcap Value Index | October 2015 |
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| US Small Cap Quant |
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US Equity | Russell 2000 Index | October 2016 |
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| US Small Cap Value |
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US Equity | Russell 2000 Value Index | January 1990 | SRI, ESG, or Impact |
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No Results
All strategies are available as SRI, ESG, or Impact
= Strategy has SRI, ESG, or Impact AUM
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All Foreign Equity
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All Foreign Equity Focused
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All Foreign Equity Growth
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Global Total Return
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All World Equity
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Global Total Return Focused
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Global Developed Small Cap
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Emerging Markets Equity
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Emerging Markets Equity ESG
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EM Sovereign Debt Hard Currency
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European Equity
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Foreign Equity
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Global Developed Long/Short Equity 50
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Global Long/Short Neutral Equity
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Global Quant
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All Foreign Equity Small Cap
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UK Total Return
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US Broad Market Fixed
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US Total Return
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US High Yield Debt
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US Mid Cap Value
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US Short-Term Fixed Income
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US Small and Mid Cap Core
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US Small and Mid Cap Value
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US Small Cap Core
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US Small Cap Equity Quant
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US Small Cap Opportunities
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US Small Cap Quant
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US Small Cap Value
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.
Learn More
Investment Strategy Factsheet
Details are important to achieving your investment goals. Get more information about our available investment strategies by letting us know a little about yourself and which Fisher factsheet you're interested in learning more about.
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11/27/2023 12:00:00 AM
