Fisher Investments considers environmental, social and governance (ESG) factors throughout the investment process across most assets1 we manage. We believe ESG investors are best served by an investment process that considers both top-down and bottom-up factors.
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Integration in Our Investment Process
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Corporate Engagement
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Global Initiatives
Integration in Our Investment Process
Fisher Investments evaluates and integrates sustainability risks and ESG factors throughout our investment process. These are among the many drivers considered when developing country, sector and thematic preferences.
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 analyzing the company or better understanding peers or relevant industry factors.
Global Intiatives
We participate in several responsible investment networks and initiatives across the globe. These include:
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Principles for Responsible Investment
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Carbon Disclosure Project
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UN Global Compact
Fast Facts
$26.1 billion
Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
30/09/2025.
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
Our 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 capitalizations.
We can accommodate many strategy types, including:
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ESG
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Socially responsible investing
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Sustainable equity impact
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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 Responsible Investment Philosophy Statement:
We believe investors maximize the likelihood of achieving both their desired performance goals and sustainability objectives through an investment process that integrates consideration of environmental, social, and governance factors at the country, sector, and security levels. This approach is strengthened by corporate engagement, supported by proxy voting, and guided by client-specific priorities such as positive portfolio targeting and harm avoidance.
Insights & Media
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In The News Investors shouldn’t count on gold continuing to glitter2025-12-17
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In The News Nobody sane loves Labour’s Budget, but we’re better off getting over it2025-12-11
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In The News Fisher Investments Canada reviews the limits of economic data2025-12-02
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In The News Fisher Investments reviews why GDP isn’t an all-telling measure of economic health2025-12-01
Contact Us
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Current Institutional Clients
Contact Us Today1Certain 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 30/09/2025, we had over $26.1 billion USD in our ESG/SRI assets under management.