At Fisher Investments, we provide clients with regular updates and reviews as part of our commitment to maintaining continuous communication and helping them understand what's going on in their portfolios, and even more importantly, the reasons why. Fisher Investments strives to keep our clients up-to-date and informed on the markets, our outlook, and the reasoning behind our strategic portfolio decisions in a number of ways.
Fisher Investments Quarterly Written Reviews
In addition to regular monthly brokerage statements, each quarter Fisher Investments' clients receive an extensive written review published under the direction of the Investment Policy Committee, with support from our research staff. The goal of this detailed quarterly review is to help Fisher Investments' clients understand how current economic and political events globally are impacting the stock market, and how that impacts our current portfolio positioning.
Each quarterly review covers Fisher Investments' most recent market performance and our future market outlook. We also explain our views on current global economic and financial trends. Fisher Investments' quarterly reviews often include analysis on:
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Historical review of market performance
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Economic outlook and earnings review
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Monetary and fiscal policy
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Review of inflation, debt, and deficits
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Major fears worrying investors
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Politics and elections
In addition to these topics, the quarterly review touches on a number of other market, economic, and political issues in the US and abroad. Each quarter, the review content is uniquely crafted to cover the important market-moving news of the past three months and contains Fisher Investments’ most recent market outlook. We believe it's a level of education and transparency few money managers provide to their clients.
Fisher Investments Daily Market Reviews at MarketMinder.com
Clients can also access Fisher Investments' financial website, MarketMinder.com. Each day, we review market, economic, and political news to highlight what we believe are sensible stories from market misperceptions. In addition, we provide a daily cover story which offers a review and analysis of what we believe is the most important market story of the day. This proprietary website is supported by Fisher Investments’ research department and is positioned to offer our clients a one-stop site to access and review clear, credible thinking on the markets.
Fisher Investments Semi-annual Video Reviews
Additionally, twice a year Fisher Investments' clients receive a Capital Markets Update DVD which features the Investment Policy Committee reviewing our current market outlook. This DVD expands on many of the themes in our quarterly reviews and is a chance for clients to not only hear our portfolio decision-makers discuss the market, but also to hear them answer many of the frequently asked client questions heard over the prior six months. The DVD is a good review of Fisher Investments' current portfolio strategy and the reasons behind it.