Awards

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 2010, Ken Fisher was included on Investment Advisor’s "Thirty for Thirty" list of the 30 most influential individuals in and around the investment management profession over the last three decades.

Disclosure: Investment Advisor’s "Thirty for Thirty" list of the 30 most influential individuals in and around the investment management profession over the last three decades includes individuals which Investment Advisor noted as having been the most influential in building the independent advisor profession. Investment Advisor recognizes the thirty individuals under the following categories: Pioneers & Practitioners, Iconoclasts & Visionaries and Partners & Politicians. Ken Fisher was included in the Pioneers and Practitioners category. For more information, please visit: http://www.thinkadvisor.com/2010/05/01/30-for-30-interviews-ken-fisher?slreturn=1509486577.

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

Disclosure: 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 has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized 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.

Disclosure: 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 Organizations and Our Methodology.

Fisher Investments was named to the 2024 Top Workplaces USA list for the fourth consecutive year. Leading employer research firm Energage manages the Top Workplaces USA program, which recognizes organizations with a people-first culture of excellence.

Disclosure: Top Workplaces works with Energage, a Philadelphia-based employee research and consulting firm, to determine the Top Workplaces in the United States based solely on employee survey feedback. Fisher Investments earned Top Workplaces USA recognition based on feedback from the firm’s thousands of US-based employees. Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. To participate, companies must have at least 150 employees and achieve a survey response rate of 35% or higher. Those with the highest overall average scores (in comparison to like-sized companies) qualify as Top Workplaces. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://topworkplaces.com/award/top-workplaces-usa/.

Fisher Investments was named to the Top Workplaces in Financial Services list for the fourth consecutive year. The prestigious Top Workplaces program—based exclusively on anonymous employee survey feedback—honors organizations that have strong relationships with their employees and foster a culture of success.

Disclosure: The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their industry) qualify as Top Workplaces in Financial Services. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://topworkplaces.com/award/financial-services/.

Fisher Investments earned the 2023 Top Workplaces Culture Excellence recognition for Compensation and Benefits. Issued by Energage, the research company with more than 16 years of experience surveying over 27 million employees at 70,000 organizations, Top Workplaces awards are based solely on employee feedback.

Disclosure: Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. The Top Workplaces for Compensation & Benefits award celebrates organizations that provide packages employees believe are fair for the work being done and compared to others in the industry. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://topworkplaces.com/company/fisher-investments/.

Fisher Investments was named to the Top Workplaces for Appreciation list for the first time in 2024. The prestigious Top Workplaces program—based exclusively on anonymous employee survey feedback—honors organizations that have strong relationships with their employees and foster a culture of success. The Top Workplaces for Appreciation award celebrates organizations that believe in the self-sustaining performance and positivity boost that results from genuine employee appreciation.

Disclosure: Energage, LLC partnered with Nectar, an employee rewards & recognition software company, to analyze anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://topworkplaces.com/company/fisher-investments/ and https://topworkplaces.com/award/appreciation/.

Fisher Investments was named to The Oregonian’s 2024 list of Top Workplaces in Oregon and SW Washington, marking the eighth consecutive year earning the honor. In partnership with Energage, The Oregonian selected Fisher Investments based on anonymous employee feedback from the firm’s Camas, Washington-based employees.

Disclosure: The Top Workplaces engagement survey measures key workplace cultural drivers such as employee engagement, confidence in company leadership, training and benefits. Scoring well indicates a healthy organization, more-engaged employees and better business results. To qualify, companies with 150 or more employees in the United States are eligible and must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall scores qualify as Top Workplaces. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: Top Workplaces 2024: 123 great places to work in Oregon and SW Washington.

Fisher Investments was named one of the 2023 Top Workplaces in the Dallas-Fort Worth area by Energage. This is the third time Fisher Investments has been recognized. The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.

Disclosure: The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces. For more information, please visit: https://topworkplaces.com/company/fisher-investments/.

Fisher Investments was named a 2024 Top Workplace in the Tampa Bay area by the Tampa Bay Times and Energage. This is the first year the firm has been recognized in this market and was ranked #23 in the Large Company category. This ranking is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner https://www.energage.com. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces.

For more information, please visit: https://topworkplaces.com/company/fisher-investments.

Fisher Investments was recognized on a list of the 2022 Top 100 Places to Work in the Dallas-Fort Worth, Texas area by The Dallas Morning News. Fisher Investments also received special honors for "Best Benefits." The Dallas Morning News and Energage, an employee research firm, evaluate anonymous employee survey feedback from regional employers to create the list. The list spotlights organizations that promote a healthy workplace culture.

Disclosure: This ranking is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces. Top Workplaces Methodology - Top Workplaces. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://topworkplaces.com/company/fisher-investments/. 

Fisher Investments was named to InvestmentNews inaugural Fastest-Growing in America list for 2024.

Disclosure: InvestmentNews used its Advisors on the Move database to identify the firms that attracted the most, new advisors in 2023. To qualify as a move in the database, an advisor had to move from one firm to another within 60 days. National and channel winners are on net, meaning the number by which new recruits exceeded advisors lost to other firms. Regional winners focused half or more of their recruiting in a particular region during the year and led among those firms in adding new advisors. For more, please see https://www.investmentnews.com/best-in-wealth/fastest-growing-in-america.

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

Disclosure: 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 programs, 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 program, which covers the cost to apply and the application analysis. For more information, please visit: https://trainingmag.com/training-magazine-ranks-the-winners-of-the-2024-training-apex-awards/ .

Fisher Investments was recognized 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 organizations and executives in over 120 countries across every industry.

Disclosure: The BEST Awards recognize organizations 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 organizations 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 organization's culture, Learning links to individual and organizational 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, one of the world's largest independent, fee-only investment advisers, was recognized by DiversityQ as "Employer of the Year" at their third annual Women in Asset Management USA Awards. Bonhill Group PLC's DiversityQ advocates diversity and inclusion in the workplace to create corporate cultures where everyone is heard and respected. In recognizing Fisher Investments, DiversityQ noted the firm's goal to "guide and give opportunities for career development as well as a huge focus on investing in the future of their talents."

Disclosure: To determine the “Employer of the Year” award, a panel of independent judges examined US-based firms on multiple factors, including professional training and advancement opportunities, programs to increase employees' well-being, and efforts to create a more diverse and inclusive work environment. For more information, please visit WIAM Awards | Bonhill PLC and US Nomination Guidelines - Women in Asset Management.

Neither Fisher Investments nor its affiliates pay to be considered for this award.

Fisher Investments was named as one of the 2023 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.

Disclosure: 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-2023.

Fisher Investments was named to Built In’s 2024 Best Places to Work in Dallas. Built In, a global technology career platform, recognizes companies who offer the best total rewards programs and compensation packages among their peers. The award spotlights organizations that foster meaningful employee experiences through cultural programs and benefits their employees value.

Disclosure: Winners were determined based on an algorithm which looks at data across all Built In profiles, using company provided data about compensation and benefits as described here. Fisher Investments pays an annual fee to post jobs and to manage a premium profile on the Built In website. A premium profile page is not required for eligibility.

Fisher Investments was named a 2024 Campus Forward Award Winner by RippleMatch, marking the third consecutive year being recognized 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 recognized in the Enterprise Early Career Programs category.

Disclosure: The Campus Forward Awards recognizes early career and university recruiting teams of all sizes with standout programs. To be considered, early-career hiring teams must fill out a detailed application about their recruitment strategies, candidate experience, early career programs, 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.

In September 2021, Fisher Investments was named one of the largest employers in the Portland, Oregon metro area. For their list, the Portland Business Journal ranked employers in Oregon’s Clackamas, Multnomah and Washington counties and Washington’s Clark County.

Disclosure: Information was obtained from firm representatives through questionnaires, the Oregon Employment Department and the Washington Employment Security Department, and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by employment in Clackamas, Multnomah and Washington Counties in Oregon and Clark County in Washington.

In 2023, Fisher Investments earned the status of a Workhuman Certified Enterprise. The status distinguishes organizations that are committed to investing in and demonstrating progress towards providing an environment where employees are valued and can do their best work.

Disclosure: Workhuman Certification is open to all enterprises with a minimum of 10 full-time employees. Participating companies complete an application outlining their employee-focused programs and describe how the company is creating a human-centered workplace. Companies provide examples of programs, practices and data that demonstrate progress within appreciation, work-life harmony, growth opportunities, fair pay, safety and purpose-driven meaningful work. Applications are reviewed by a team of Workhuman subject matter experts including human resources leaders, human resources consultants, data analysts and business leaders. Neither Fisher Investments nor its affiliates paid to be considered for Workhuman Certification.

Fisher Investments was named a 2023 Top Workplace for diversity and inclusion (D&I). Fisher Investments was selected based on anonymous employee survey feedback about culture drivers critical to organizational success.

Disclosure: This recognition is based on anonymous employee feedback gathered through a third-party survey administered by Energage, LLC and the Top Workplaces organization. The anonymous survey measures 15 culture drivers that Top Workplaces identifies as critical to organizational success. To qualify, companies must have 150 or more employees in the United States and achieve a workplace survey response rate of 35%+. Companies with the highest overall average scores (in comparison to like-sized companies) were named a Top Workplace . Fisher Investments pays a fee for promotion and logo distribution rights.

IEX, a leading private-investor website in the Netherlands, has selected Fisher Investments Nederland for the third year in a row as one of the 10 best-scoring companies in Wealth Management, making us part of the IEX Best Choice and a Gouden Stier nominee.

Disclosure: To be considered, a company must offer their customers the best value for money in the eyes of consumers and a jury of experts. IEX conducted the survey among visitors of their 16 investor websites (including IEX.nl, Beleggen.nl, Belegger.nl and Beurs.nl.) resulting on an assessments of more than 5,500 participants. The selection criteria included: expertise, quality of service, provision of information, returns achieved, price and quality. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit https://www.iex.nl/Artikel/785852/Dit-zijn-de-genomineerden-voor-de-IEX-Gouden-Stier-2023.aspx and https://www.iex.nl/Goudenstier/7/Vermogensbeheerder.aspx.

Fisher Investments UK has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized 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.

Disclosure: 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 Organizations 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.

Disclosure: To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analyzed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organization 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. This marks the second consecutive year that Fisher Investments UK has received this honor. The award recognizes companies who are committed to building a better future for women in the workplace. 

Disclosure: 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 analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.

Great Place to Work® is a recognized 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 recognized 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 organizations recognized in the UK’s Best Workplace™ for Wellbeing large company category rankings.

Disclosure: Great Place to Work® UK experts analyze 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.

Fisher Investments UK has been named a 2024 Best Workplaces in Financial Services award by Great Place To Work® UK—the global authority on workplace culture. Great Place to Work® anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process, which recognises companies for creating a positive work environment.

Disclosure: Great Place to Work® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing. Only those employers who have the highest levels of trust, job satisfaction, and who empower all their employees to thrive both in and outside of work are awarded official Best Workplaces™ recognition. 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/certified-company/1533165 and https://www.greatplacetowork.com/our-methodology.

Fisher Investments Ireland Ltd.—a subsidiary of US-based Fisher Investments—earned the 2022 Best Workplaces™ recognition from Great Place to Work® Ireland for creating a positive employee work environment. To determine the 2022 Best Workplaces™ Ireland list, Great Place to Work® analyzed anonymous survey feedback from employees describing the extent to which their organization creates a positive work environment. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for their organizations.

Disclosure: 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 analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.

Fisher Investments—which also does business in Canada as Fisher Investments Canada—has been certified a great workplace by the independent analysts at Great Place to Work®, a recognized 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.

Disclosure: 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 recognized 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. Fisher Investments Canada pays a which covers administration costs and results analysis. For more information, please visit: Fisher Investments | Great Place to Work® and Great Place to Work Canada.

Fisher Investments Australia has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized 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 Australia 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.

Grüner Fisher Investments has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized 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 Grüner 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 Grüner Fisher Investments.

Disclosure: 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 Organizations and Our Methodology.

Fisher Investments Ireland has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized 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 Ireland 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 Ireland.

Disclosure: 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 Organizations and Our Methodology.

For the second year in a row, Fisher Investments Luxembourg was certified as a "Great Place to Work". This recognition not only honors us as a top organization in Luxembourg, but celebrates our ability to drive trust, pride and camaraderie in the workplace.

Disclosure: 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 recognized 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. Fisher Investments Luxembourg pays a fee which covers administration costs and results analysis.

Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) ranked Grüner Fisher Investments among their most family-friendly employers in Germany and Austria. They judged companies based on employees' anonymous reviews of work-life balance, career education and benefits. Grüner Fisher Investments ranked #11 in the list of the 626 most family-friendly companies in the region.

Disclosure: Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) reviewed more than 2 million online reviews of over 200,000 companies to determine their list of the most family-friendly companies in Germany and Austria. They asked employees to rate their employers according to family friendliness. Employees were able to rate their employers anonymously, with a special focus on the following family-friendliness categories: superior behavior, work-life balance, equal rights, career education, salary and benefits and dealing with colleagues over age 45. In order to qualify for ranking, companies have to offer the following benefits: flexible working hours, home office, childcare and company pension schemes. Grüner Fisher Investments pays a fee for promotion and logo distribution rights.

For the third year in a row, Grüner Fisher Investments (GFI) received the prestigious Top Company Award from kununu, one of the leading European platforms for employer evaluation. Employees and candidates can rate their company on kununu in terms of working atmosphere, culture, communication and various social aspects. Only 5 percent of the companies listed on kununu meet the criteria to qualify for this award. 

Disclosure: To be considered for a kununu “Top Company” recognition, a company must have at least seven reviews from employees on the kununu platform. The employer must have an average employee rating score for the past twelve months must be at least 3.8 stars. There must also be at least two new reviews in the last 12 months. Updated ratings are also considered as new ratings. Gruner Fisher Investments pays a fee for promotion and logo distribution rights.

In 2023, Grüner Fisher Investments (GFI) was named a “Customer Favorite” by Focus Magazine and the Institute for Management and Economic Research (IMWF). This is the first year Grüner Fisher Investments was recognized. Approximately 20,000 brands and companies from over 200 industries were considered for this award, and 1,800 companies made the list.

Disclosure: The study’s data was collected via “social listening.” First, text containing pre-defined search terms were downloaded from the internet. Topics included were price, service and quality. Next, the text was analyzed by topic and tone. All mentions were deemed positive, neutral or negative.

The study considered two factors to calculate the overall score: each mention’s tone (the difference between positive and negative mentions divided by the total number of mentions), and the reach (number of total mentions in relation to each industry’s average). Around 1.8 million mentions, 1.3 million emojis and 455 million likes were evaluated from February 2022 to January 2023. Companies or brands that achieved at least 50 points in the overall rating received an award. A total of 1,800 companies and brands received awards. Grüner Fisher Investments pays a fee for promotion and logo distribution rights.

In 2024, Grüner Fisher Investments (GFI) received the highest grade possible (“Excellent”) in the Private Banking Test by Gesellschaft für Qualitätsprüfung—an independent company for quality measurement at financial service providers. This is the fifth time GFI received this recognition. This award focuses on firms’ online presence, client service quality, as well as the holistic quality of the advice. A total of 48 independent asset managers and wealth management departments of private banks in German-speaking Europe were evaluated.

Disclosure: First, Gesellschaft für Qualitätsprüfung assessed each company’s website for transparency and customer focus, among other criteria. Next, they interviewed representatives from each company. The interview criteria included level of customer focus, professionalism and appropriateness of the investment recommendation. In the end, 37 asset managers were awarded the designation of “excellent.” Grüner Fisher Investments pays a fee for promotion and logo distribution rights.

Business and Finance recognized Fisher Investments Ireland at the 2023 Financial Services (FS) Dublin Awards as the winner of the Employee Experience award—which identifies companies that foster a positive work environment and relationship with its employees. The FS Awards recognize excellence in financial services.

Disclosure: The FS Dublin Employee Experience award judged candidates by how they value and prioritize employee experience, with demonstrable evidence thereof. Judges looked for a company which fostered a positive work environment and relationship with its employees. Employee Experience was defined as the total of all interactions an employee has with their work environment and culture. For more information, please visit: https://fsdublin.com/#categories

Grüner Fisher Investments (GFI) was awarded the title “Outstanding Asset Management” by Focus Money and ntv in the 2023 Asset Management Test. Grüner Fisher Investments was also awarded this title in 2018 and 2021. This is the third time GFI has received this recognition.

Disclosure: The Institute for Wealth Creation (IVA) on behalf of FOCUS-MONEY and the news channel n-tv sent representatives to asset management companies and acted as prospects (“secret shoppers”). After meeting with asset managers, the secret shoppers filled out a questionnaire about their experience. Asset managers were judged on criteria such as portfolio structure, customer orientation, transparency and cost. The “secret shoppers” then awarded points to each firm and determined a fixed score for each assessment dimension. The final evaluation was the average of all categories according to the specific weightings. Grüner Fisher Investments pays a fee for promotion and logo distribution rights. For more, please visit: https://www.n-tv.de/ratgeber/Das-sind-die-besten-Vermoegensverwalter-article24523819.html

Grüner Fisher Investments (GFI) was named a “2023 Price Winner” by Focus Money. This is the second time GFI has been awarded this recognition. GFI received a score of 92.7/100 and a total of six companies were recognized in the asset management category.

Disclosure: The Institute for Management and Economic Research conducted the study which contained 100 million online mentions across 19,000 companies and brands between September 1st 2021 through August 31st, 2023. The “social listening” study applied weightings to both price and overall impressions of the online reputation. The study considered two factors to calculate the overall scores: each online mention’s tone (the difference between positive and negative mentions divided by the total number of mentions), and the reach (number of total mentions in relation to each industry’s average). Companies or brands that achieved at least 70 points in the overall rating received the title of Price Winner. GFI pays a fee for promotion and logo distribution rights. For more, please visit: https://www.focus.de/magazin/archiv/verlagssonderveroeffentlichung-das-beste-fuers-geld_id_238872143.html

Grüner Fisher Investments (GFI) was named one of “Germany’s 2023 Most Recommended Asset Managers” by the F.A.Z.-Institut, a prominent German-based publishing group. The F.A.Z Institut recognizes companies who score the highest in their social listening study across eight dimensions. This is the fifth time GFI has been awarded this recognition.

Disclosure: To determine winners, the F.A.Z. Institut gathered and evaluated social listening data related to cost, performance, client service, quality, client satisfaction, and client recommendations. Over 630,000 data points were identified and assigned to the approximately 430 companies from September 1st, 2022 to August 31, 2023. The weighted scores are then combined into an overall score for each company. Companies with a score of 60 are awarded the title of “Germany’s Most Recommended Asset Manager”. GFI received top honors with a score of 100/100. GFI pays a fee for promotion and logo distribution rights. For more, please visit: https://www.faz.net/asv/deutschlands-meist-empfohlene-vermoegensberater/.

In 2024, Grüner Fisher Investments (GFI) was named a winner of the F.A.Z.-Institut Outstanding Customer Experience Award. GFI achieved a score of 100/100 in the asset management category. Approximately 7,800 companies were a part of the study and 404 were named winners.

Disclosure: Winners were chosen via “social listening.” The F.A.Z.-Institut analyzed online text mentions for companies in various industries using AI. From there, the text mentions were assigned a positive, negative, or neutral tone. These values were then weighted and calculated into an overall score. The leading company within an industry received 100 points and served as a benchmark for other companies. Those who achieved above-average points in the overall ranking received an award. Grüner Fisher Investments pays a fee for promotion and logo distribution rights. For more, please see https://servicevalue.de/rankings/vermoegensverwalter-46.

Fisher Investments 401(k) Solutions was named to the National Association of Plan Advisors’ prestigious “Top Defined Contribution Advisors Firms” in 2018, 2019, 2021, 2022 and 2024. Advisors were selected based on criteria about their practices.

Disclosure: The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. NAPA members benefit from access to the association’s advocacy, information and education resources, as well as preferential rates and access to NAPA events, discounts on education offerings, and the opportunity to be recognized in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognizing advisors selected based on criteria including information about their practices, notably advised defined contribution assets. Fisher Investments pays an annual membership fee to be eligible for consideration. Please note, in 2024 NAPA updated the award title to reflect the year in which the award is released, rather than the AUA “as of date.” Therefore, there isn’t a list titled “2023.” For more information about this award, please visit: https://www.napa-net.org/top-dc-advisor-multi-office-firms-2024.

In 2023, Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher Investments pays a fee which covers administration costs and results analysis.

Disclosure: Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher Investments pays a fee which covers administration costs and results analysis.