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 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.
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.
Global Initiatives
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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Climate Action 100+
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UN Global Compact
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
Fisher Investmentsโ 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 Investmentsโ 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.
Additional Resources
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.