Awards and Recognition

Fisher Investments Australia was certified as a "Great Place to Work." This recognition not only honours us as a top organisation in Australia but celebrates our ability to drive trust, pride and camaraderie in the workplace.

Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.

Great Place to Work® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments Australia. Fisher Investments and its affiliates pay a fee which covers administration costs and results analysis.

For the eighth time, Fisher Investments was included on Pensions & Investments’ list of the world’s 500 largest money managers—which is based on total worldwide institutional assets under management.

Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranked money managers based on total worldwide institutional assets under management as of 12/31/2023. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.pionline.com/largest-money-managers/2024-full-list.

In May 2024, Fisher Investments was recognised as Active Manager of the Year by MoneyAge at its sixth annual Wealth and Asset Management awards. The Wealth & Asset Management Awards celebrate success and innovation in the wealth and asset management industry.

Established in 2017, MoneyAge is a London-based magazine catering to financial sector participants and service providers. The Wealth and Asset Management award's objectives are to honour outstanding firms in the various asset management fields including recognising excellence in client service and support. An independent panel of expert judges from within the sector consider factors including customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: Winners 2024 // Wealth and Asset Management Awards (moneyage.co.uk)

MoneyAge recognised Fisher Investments as their 2023 "Equities Manager of the Year" at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as "Equities Manager of the Year" by MoneyAge.

MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php

Fisher Investments earned the prestigious Training APEX Award (formerly T100 & T125) for 2024—the sixth consecutive year Fisher Investments has been recognised as a top employee-training provider. Training is the leading business publication for employee learning and development (L&D), and their APEX awards recognise organisations that excel in employee L&D.

The Training APEX awards are determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programmes, how closely such development efforts are linked to business goals and objectives, and their effectiveness in terms of business impact. Companies that wish to be considered for APEX awards complete a detailed application, which is scored both quantitatively by an outside research and statistical data company and qualitatively by Training magazine editors and Top 10 Hall of Fame representatives. Fisher Investments pays a fee to participate in the Training Apex Awards programme, which covers the cost to apply and the application analysis. For more information, please visit: Training magazine Ranks the Winners of the 2024 Training APEX Awards.

Fisher Investments was recognised by the Association for Talent Development (ATD) as a 2024 BEST Award winner. This is the fifth time Fisher Investments has earned a place on ATD's list. ATD, the world’s largest professional talent development association, represents private and public organisations and executives in over 120 countries across every industry.

The BEST Awards recognise organisations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organisations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organisation's culture, Learning links to individual and organisational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit https://www.td.org/best-award-winners.

Fisher Investments was named as one of the 2024 Best Finance Companies for Women by Fairygodboss. Fairygodboss is the largest career community for women and provides free resources and a safe inclusive environment for highly motivated women to connect with other career minded individuals and help one another to succeed.

This list is determined by anonymous reviews left on Fairygodboss. Scores range from 0 – 100. Fairygodboss then averages female employee’s responses to 3 questions about their overall job satisfaction, perceived gender equality at work and recommendations to other women about working at their employer. Financial Services companies with the top 10 highest scores are featured on the list. Fisher Investments pays an annual fee to post jobs and manage a profile on the Fairygodboss website. For more, please visit: https://fairygodboss.com/best-companies-for-women-finance-2024.

Fisher Investments was named a 2024 Campus Forward Award Winner by RippleMatch, marking the third consecutive year being recognised for excellence in early career hiring. 2024 Campus Forward Award Winners were selected for their commitment to seeking out and hiring early career talent, their emphasis on diversity and inclusion, and investments in nurturing and retaining the next generation of talent. Fisher Investments was recognised in the Enterprise Early Career Programmes category.

The Campus Forward Awards recognise early career and university recruiting teams of all sizes with standout programmes. To be considered, early-career hiring teams must fill out a detailed application about their recruitment strategies, candidate experience, early career programmes and equitable hiring processes. For more information, please visit https://resources.ripplematch.com/2024-cfa-winners-enterprise-program and https://resources.ripplematch.com/fisher-investments-2024-campus-forward-award-winner.

Fisher Investments UK has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK.

Great Place to Work certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organisations and Our Methodology.

Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.

To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK

For the second year in a row, Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. The award recognises companies who are committed to building a better future for women in the workplace.

Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyse employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.

Great Place to Work® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® UK anonymously surveyed many Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.

In February 2022, Great Place to Work® UK recognised Fisher Investments UK for cultivating high levels of employee wellbeing in their inaugural UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK was among the first organisations recognised in the UK’s Best Workplace™ for Wellbeing large company category rankings.

Great Place to Work® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfillment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK in 2021 to be eligible, and are evaluated according to their size.

Great Place to Work® UK is an independent authority on workplace culture and employee experience. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information on Great Place to Work®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.

Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s history.

In 2011, Ken Fisher was included on Investment Advisor’s annual list of the 25 most influential people in the adviser universe.

In 2011, Investment Advisor ranked and published a list of the 25 most influential people in and around the advisor universe in the order of their importance—based on internal criteria. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: Special Report: The 2011 IA 25 Most Influential People in the Advisor Community | ThinkAdvisor.

Fisher Investments was recognised by CDP, the leading global organisation measuring the environmental effects of companies, investment funds, cities, regions, and countries. CDP awarded Fisher Investments' Emerging Markets ex-Fossil Fuels Equity product with a 2021 Climetrics Award.

The annual Climetrics Fund Awards recognise the top five Global, European, US, and Emerging Markets equity products for environmental performance. Award winners are selected from a universe of approximately 20,000 products based on their underlying "Climetrics" scores. Climetrics scores are based on a product's portfolio holdings, investment policy and governance of environmental issues. Fisher Investments pays a fee for promotion and logo distribution rights.