Quantitative Strategies
In addition to our array of fundamental strategies, Fisher Investments also offers pure quantitative strategies.
Our quantitative strategies benefit from the same top-down analysis used with our other strategies, but active weights are a product of an algorithmic process. Purpose-built top-down models determine active weights without the need for manager discretion. Our quantitative strategies also utilize risk models, which assist the strategies in avoiding the very worst performing positions. This systematic approach manages tracking error intelligently while producing portfolios that behave unlike many quantitative strategies in the space.
Find An Investment Strategy
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 + China A Small Cap Equity Quant |
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Quant | MSCI ACWI ex-US | March 2021 |
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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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Asia ex-Japan |
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Global ex-US Equity | MSCI Asia ex-Japan Index | November 2012 | SRI, ESG, or Impact |
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Emerging Markets Equity |
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Emerging Market/Frontier Market Equity | MSCI Emerging Markets Index | April 2006 | SRI, ESG, or Impact |
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Emerging Markets Equity ESG |
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Emerging Market/Frontier Market Equity | MSCI Emerging Markets Index | September 2012 | SRI, ESG, or Impact |
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Emerging Markets Equity Small Cap |
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Emerging Market/Frontier Market Equity | MSCI Emerging Markets Small Cap | November 2016 | SRI, ESG, or Impact |
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Emerging Markets Equity Small Cap ESG |
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Emerging Market/Frontier Market Equity | MSCI Emerging Markets Small Cap 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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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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Frontier Markets Equity |
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Emerging Market/Frontier Market Equity | MSCI Frontier Markets Index | August 2015 |
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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 Equity 100/30 |
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Long/Short | 70% MSCI ACWI/30% US 3M T-Bill | May 2019 |
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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 | FTSE All-Share ex-Investment Trust 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 Broad Market Fixed ESG |
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Fixed Income | ICE BofA US Broad Index | February 2020 | SRI, ESG, or Impact |
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US Equity |
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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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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 + China A Small Cap Equity Quant
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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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Asia ex-Japan
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Emerging Markets Equity
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Emerging Markets Equity ESG
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Emerging Markets Equity Small Cap
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Emerging Markets Equity Small Cap 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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Foreign Equity Small Cap
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Frontier Markets Equity
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Global Developed Long/Short Equity 50
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Global Long/Short Equity 100/30
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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 Broad Market Fixed ESG
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US Equity
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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
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.