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.
Ken is the founder, Executive Chairman and Co-Chief Investment Officer of Fisher Investments, an independent, fee-only investment adviser with over $65 billion1 in assets under management, and serving large institutions and high net worth individuals throughout most of the developed world.
Perhaps best known for his prestigious Forbes “Portfolio Strategy” column, Ken’s 30 years of high-profile market calls make him the third-longest running columnist in Forbes history. His Forbes market forecasts are among America’s most accurate as measured by independent third-party CXO Advisory Group.2
Ken has also been published, interviewed and/or written about in numerous publications globally. He writes a weekly column for Germany’s Focus Money magazine and monthly columns in the UK’s Financial Times.
From 1984 through 2015 Ken has written 11 books, including four New York Times bestsellers.
His early 1970s theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now a core part of financial curriculum. A prize-winning researcher, his credits span a multitude of professional and scholarly journals—a paper he co-authored with Meir Statman in 2000 received the Journal of Portfolio Management’s Bernstein Fabozzi/Jacobs Levy Award.
In 2010, ThinkAdvisor recognized Ken on its prestigious Thirty for Thirty list as among the industry’s 30 most influential individuals of the last three decades. Tiburon Strategic Advisors also recognized Ken, awarding him with their 2009 CEO Summit Award for Challenging Conventional Wisdom.
He is ranked #211 on the 2015 Forbes 400 list of Richest Americans and #663 on the 2015 list of Global Billionaires.
Ken and his wife, Sherrilyn, have three adult sons.
As one of Fisher Investments’ first employees, Jeff has been with the firm since 1983. He is currently a Vice Chairman, Co-Chief Investment Officer and member of the firm's IPC, where he is responsible for portfolio construction and implementation across a wide range of investment strategies. 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.
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 As of 3/31/2016, Fisher Investments and its subsidiaries manage over $65 billion in assets—over $33 billion for North American private investors, over $28 billion for institutional investors and over $3 billion for European private investors.
2 Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades,” contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher’s market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments or its clients. Not all forecasts may be as accurate as those in the past.
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