Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Our vision is to deliver innovative client solutions for a better future.
Operating in more than 25 countries and with £516.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. (Data as at 31 December 2020).

Fisher Investments (FI) is a privately-owned, active equity manager with 40+ years’ experience managing segregated mandates for institutional investors. FI offers a wide range of strategies across developed and emerging markets, focusing on both large and small caps, as well as dedicated ESG & Impact variants. The majority have recently been made available as Dublin-based UCITS funds.

Philosophically, FI believes macro-economic factors are the dominant drivers of relative and absolute equity performance, and avoiding permanent biases delivers the most consistent outcomes. Our approach includes ESG analysis, that is integrated in both the top-down and bottom-up portions of the investment process. FI’s strategies are commonly used as core portfolio holdings, or as a diversifier in multi-manager funds due to the unique top-down aspects of our investment process.

FI is truly global, with clients in 30 countries and assets under management exceeding £115 billion as of December 31st 2020.