ESG Perspectives Newsletter H1 2024

The ESG Newsletter is published bi-annually to keep the investment community abreast of Fisher Investments’ ESG capabilities and projects. This edition covers FI’s corporate engagement highlights, updates on our international responsible investment initiatives, and more.

1. 2024 Corporate Engagement Update: Describes YTD progress FIIG and PMG have made in persuading companies to strengthen their ESG performance – successes include multiple companies disclosing emissions data and positive changes to a company’s executive compensation program.
2. Client Co-Engagement Case Study: Provides an overview of our Client Co-Engagement offering in addition to details from an actual co-engagement with one of our institutional clients.
3. Rooting Out Greenwash In Corporate Engagement: Illustrates the ways in which greenwashing in corporate engagement can be identified and also notes best practices that can be implemented to avoid greenwashing.
4. EU Fund Naming Guidelines: Details the updated guidelines from the European Securities & Markets Authority and potential impact at FI.
5. FI’s ESG Proxy Overview: Provides details on most notable proxy votes from 2023 in addition to an overarching summary of our voting activity so far in 2024.
6. Data Center and AI Impact on Energy Consumption: Explores the environmental impact associated with data center expansion and the AI transition.