Responsible Investing at Fisher Investments

  • Integration in Our Investment Process
  • Corporate Engagement
  • Global Initiatives

Integration in the Investment Process

Fisher Investments evaluates and integrates sustainability risks and ESG factors throughout the investment process. These are among the many drivers considered when developing country, sector and thematic preferences.

See How We Integrate ESG
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Corporate Engagement

Fisher Investments holds meetings with the management of many of the companies we invest in to discuss ESG issues we feel are pertinent to analysing the company or better understanding peers or relevant industry factors.

Explore Our Corporate Engagement Efforts

Global Initiatives

We participate in several responsible investment networks and initiatives across the globe. These include:

  • Principles for Responsible Investment

  • Climate Action 100+

  • UN Global Compact

Learn More About Our Global Initiatives

Fast Facts


$20.9 billion

Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
30/09/2024.

PRI Signatory

Fisher Investments has been a PRI signatory since 2014.

20+ Years

Fisher Investments has two decades of experience managing accounts with various thresholds of environmental and social guidelines.2

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Fisher Investments’ History

Fisher Investments has been managing accounts with various responsible investing thresholds for over two decades. Over that time, we have expanded the depth of our responsible investing capabilities. We currently offer a wide range of ESG strategies, including impact-related strategies that incorporate the UN Sustainable Development Goals.

Fisher Investments’ responsible investment offerings include over 25 strategies across multiple geographies (global, US, emerging markets) and market capitalisations.

We can accommodate many strategy types, including:

  • ESG

  • Socially responsible investing

  • Sustainable equity impact

  • Ex-fossil fuel mandates

Fisher Investments is capable of tailoring the investment approach for separately managed accounts depending on any specific guidelines mandated by the client.

The Fisher Investments ESG Philosophy Statement:

We believe ESG investors are best served by an investment process that considers both top-down and bottom-up factors. Integrating ESG analysis at the country, sector and security levels consistent with clients' investment goals and ESG policies seeks to maximise the likelihood of achieving desired performance and improving environmental and social conditions worldwide.

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1Certain types of investments, including cash, cash equivalents, currency positions, certain derivatives, exchange traded funds and exchange traded notes are not evaluated for ESG factors as FI believes it is not practicable to do so.

2Fisher Investments has been managing accounts with various thresholds of environmental and social guidelines for over two decades. Over that time, we have expanded the depth of our responsible investment capabilities and currently offer a wide range of ESG strategies including impact-related strategies incorporating the UN Sustainable Development Goals (SDGs). As of 30/09/2024, we had over $20.9 billion USD in our ESG/SRI assets under management.

Fisher Investments Ireland Limited trades as Fisher Investments Europe (FIE) and is regulated by the Central Bank of Ireland. Fisher Investments Ireland Limited and its trading name Fisher Investments Europe are registered with the Companies Registration Office in Ireland under numbers 623847 and 629724 . Fisher Investments (FI) is an investment adviser registered with the United States Securities and Exchange Commission. FIE is wholly-owned by Fisher Asset Management, LLC, trading as Fisher Investments, which is majority owned and controlled by Fisher Investments, Inc. Since inception, Fisher Investments, Inc. has been 100% privately owned. FIE outsources portfolio management to FI.