The Fisher Investments Investment Policy Committee's (IPC) role is to develop strategies for the firm's services based on Fisher Investments' philosophy, process, research and view of current market conditions. The IPC collaboratively makes strategic and tactical investment decisions affecting the Fisher Investments portfolios. While the IPC functions as a team, each member takes on a distinct role in day-to-day portfolio management responsibilities, thus leveraging individual expertise. In addition to contributing to the broad, overall strategy, the team also collectively oversees Fisher Investments' in-house research efforts, portfolio engineering & implementation and the firm's technological research resources.
The Fisher Investments Investment Policy Committee has over 100 years of combined money management experience.
Kenneth Fisher, the founder and CEO of Fisher Investments, has been in investment management for over a third of a century. He is perhaps best known for his prestigious Portfolio Strategy financial investment column featured in Forbes magazine. Ken Fisher's 29 year tenure at Forbes makes him the fourth longest-running columnist in the magazine's history. Ken has also written ten books, including four New York Times bestsellers: 2006's The Only Three Questions That Count (revised in 2012), 2008's The Ten Roads To Riches, 2009's How to Smell a Rat, and 2010's Debunkery. His latest book, Plan Your Prosperity, was published in November 2012. In addition to English, Ken's books have been translated into Chinese, German, Indonesian, Japanese, Korean, Portuguese, Romanian, and Thai, reaching 3/4 of global GDP.1 He has also been published and/or interviewed in many major global business and financial investment periodicals.
Ken Fisher's theoretical work in the early 1970s yielded a tool known as the Price to Sales Ratio, now a core element of modern financial curriculum and Fisher Investments client education series. In the 1980s, he and Fisher Investments' research team helped create a school of equity style management called domestic small cap value equity, now a major category for institutional and retail investors.
The firm has since branched its research and management expertise into a wide array of style-based investment strategies. Ken Fisher's recent research focuses on the emerging field of behavioral finance, working with Dr. Meir Statman of Santa Clara University. Frequently published in professional and scholarly journals, their piece titled "Cognitive Biases in Market Forecasts," which appeared in the Fall 2000 issue of the Journal of Portfolio Management, won the JPM's prize for "Outstanding Article" for 2000-2001. Ken was named one of the industry's 30 most influential people over the previous 30 years on Investment Advisor magazine's prestigious IA-30-30 list in 2010 (Thirty for Thirty, Investment Advisor, 5/1/2010), and again to the IA25 list for 2011 (Kenneth Fisher, Fisher Investments: The Extended 2011 IA25 Profile).
One of the earliest employees of Fisher Investments, Jeff has been with the firm since 1983. Jeff is currently a Vice Chairman, Co-Chief Investment Officer and member of the firm's IPC. Prior to his current responsibilities, Jeff was Fisher Investments' President and Chief Operating Officer. He has also served as the firm's Director of Trading and Operations, where he was instrumental in developing Fisher Investments' portfolio management, research and trading technology. He has written numerous articles and lectured before institutional investors on the use of technology in the investment process.
Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President of Portfolio Management. He has previously managed the firm's Capital Markets, Securities Research, and Portfolio Implementation teams and served as a Securities Research Analyst and Capital Markets Research Analyst.
Aaron has been with Fisher Investments since 2005 and joined the IPC in 2011. He is the Senior Vice President of Research and oversees global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley and has written two books on finance. He has also served as a Capital Markets Research Analyst, Innovation Manager, and contributing editor of MarketMinder.com. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex. Brown as an Assistant Vice President.
1 Based on countries' official languages and GDP reported by the IMF, as of April 2013
Contact Us | Privacy & Security | Legal Information | Site Map