Benchmarks act as a basis for portfolio creation and a reference point for measuring performance. Typically, the benchmark should be a broad, well-constructed index. Fisher Investments uses the MSCI World Index as the benchmark for most Fisher private clients’ stock portfolios.

August 26, 2025 - I personally do not think it’s worth it, but many of Fisher’s clients are more than happy to pay the fees, which are slightly higher than the industry average, to gain access to its Investment Policy Committee and other financial planning services. The firm does not share performance data publicly, though it does disclose it uses the MSCI World Index for many of its private clients’ stock portfolios.

1 week ago - When the dollar weakens, it means euros buy more dollars, so it adds to your return. The dollar weakened against most major currencies in 2025, so US-based investors with global portfolios got some extra sweetness.

February 14, 2025 - This year, it took us little longer to assess the evolving market environment, but we’ve now settled on a definitive forecast: We believe we are likely to see another year of strong returns—perhaps over 20%—but with the twist of European ...

April 30, 2024 - Fisher Investments receives mixed reviews from clients. Some users on Reddit report strong investment performance, noting returns that outpaced those of major index funds.

Morningstar Manager Research Dec 29, 2025 · Overall, Fisher Investments benefits from a strong investment culture, earning it an Above Average Parent Pillar rating. Portfolio management turnover has been minimal at the firm over the past five years.

April 25, 2025 - First Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.

provide assurance on the accuracy of any specific performance report. Performance is preliminary as of January 24, 2025. 1. The Fisher Investments Institutional Group US Total Return Composite has had a performance examination for the periods September 01, 1994

Historical performance of Fisher Asset Management, showing the return on investment of the portfolio managed by Ken Fisher and comparing it to other hedge funds.

Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named AsianInvestor's 2025 Marquee Award Winner for "Best Equity Manager." AsianInvestor's asset management awards seek to showcase the best companies ...

AUM growth was analyzed over 12-month and 5-year periods based on publicly available data, as of January 2025. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score.

66.05 +0.12 (+0.17%) USD | Nov 30 2025 · Quote · Performance · Allocations · Holdings · Fundamental Chart · Scatter Plot · Stress Test · Data · More · Sep '18 · Jan '19 · May '19 · 285.00 · 270.00 · 255.00 · 240.00 · View Basic ...

How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.

View Transcript For the 2025 Market Recap, Silver Prices video · Expert Commentary 01/02/2026 · Watch Video · Go to next results page. Go to next results page. You are now leaving FisherInvestments.com. Click Confirm to continue or click Close to remain on this page.

If they directly invest in Fisher Investment's, they have to pay an annual fee of 1% to 1.5% which will capture nearly half of the outperformance generated by Ken Fisher. ... Last updated on November 12, 2025, 10:57am based on SEC 13F filings Last update: November 12, 2025, 10:57am

April 2, 2025 - PLANO, Texas, April 2, 2025 /PRNewswire/ -- Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named AsianInvestor's 2025 Marquee Award Winner for "Best Equity Manager."

December 30, 2024 - But starting in 2025, there is an added twist: 60- to 63-year-olds get a supersized catch-up: $11,250—potentially allowing them to sock away as much as $34,750 into tax-advantaged retirement accounts.

Ken Fisher founded Fisher Investments in 1979, which is now a $236-plus billion investment adviser and money management firm serving large institutions, high net worth individuals and small business retirement plans globally. He was CEO for 37 years and now serves as Executive Chairman and ...

September 5, 2025 - That top-down approach helps Fisher Investments approach the market in a way that can help them adapt based on the current market. The chart below demonstrates year-over-year uncertainty in the capital markets and proves that future performance can’t always be predicted by the past.