Skip to main content
Valt land/område:Sverige (Svenska)

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 utilise 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

Categories
Capabilities

All strategies are available as SRI, ESG or Impact

= Strategy has SRI, ESG or Impact AUM

If you would like to get more information about our available investment strategies, contact us.

Quantitative Strategy Benefits Include:

  • Completely systematic portfolio construction
  • Quarterly rebalances ensure limited drift
  • Independent top-down models generate deliberate active weights
  • Higher active risk than Smart Beta with modest tracking error
  • Rejection models avoid companies with quantifiably undesirable characteristics
  • Selection models rank nearly 20,000 securities globally

Insikter och media

Mer

Hittar du inte det du letar efter?

Klicka nedan för att se fler insikter.

Fler insikter

Contact Us

Give our knowledgeable team a call today to learn more.

Call us

+353 (0) 1 582 8672Contact Us Today
Fisher Investments Ireland Limited trades as Fisher Investments Europe (FIE) and is regulated by the Central Bank of Ireland. Fisher Investments Ireland Limited and its trading name Fisher Investments Europe are registered with the Companies Registration Office in Ireland under numbers 623847 and 629724. Fisher Investments (FI) is an investment adviser registered with the United States Securities and Exchange Commission. FIE is wholly-owned by Fisher Asset Management, LLC, trading as Fisher Investments, which is majority owned and controlled by Fisher Investments, Inc. Since inception, Fisher Investments, Inc. has been 100% privately owned. FIE outsources portfolio management to FI.