Fisher Investments is a global money management firm that provides investment advice and portfolio management services to high net worth individuals and large institutions. Recently, Fisher Investments has been in the news regarding some of their latest developments. With over $197 billion in assets under management, Fisher Investments’ strategies and any news related to the firm is closely watched by investors.
Fisher Investments opens new office in Germany
In January 2023, Fisher Investments announced the opening of a new office location in Grünwald, Germany. This marks the firm’s first office in Germany as they look to expand their presence in continental Europe. The new office will be led by Fisher Investments veteran Rahul Pathak. Fisher Investments highlighted Germany’s strong economy and growing population of high net worth individuals as key reasons for the expansion. The new office is expected to create job opportunities and allow Fisher Investments to better serve clients locally.
Fisher Investments launches new Global Total Return strategy
Earlier this year, Fisher Investments launched a new investment strategy called the Global Total Return strategy. The strategy aims to provide long-term capital appreciation and income for investors. It utilizes a flexible allocation approach, investing across global equities, fixed income securities, currencies, commodities, and alternatives. Fisher Investments believes the strategy can benefit investors by providing global diversification and risk management. They highlight that the strategy is managed by an experienced team leveraging Fisher Investments’ research capabilities spanning the globe.
Fisher Investments increases focus on sustainable investing
In 2022, Fisher Investments made a series of announcements regarding enhancements to their sustainable investing efforts. This included becoming a signatory to the United Nations-supported Principles for Responsible Investment. Fisher Investments also created a dedicated sustainable investing team and integrated ESG analysis across all of its investment strategies. Additionally, Fisher updated its Proxy Voting Policy to increase consideration of ESG issues when voting proxies on behalf of clients. The moves highlight Fisher Investments’ increasing focus on considering environmental, social responsibility, and governance factors across its $197 billion investment platform.
In recent months, Fisher Investments has been featured in the news for opening a new German office, launching a Global Total Return strategy, and enhancing its sustainable investing efforts. With over $197 billion under management, the firm’s strategic developments are important for investors to follow.