Fisher Investments
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CNN Underscored Best Financial Advisers
In 2024, Fisher Investments was recognized by CNN Underscored. To create the list, data from the biggest registered investment advisers (RIAs) in the United States was compiled and organized by total regulatory assets under management. This is the first time Fisher Investments has been recognized.
To compile the list, CNN Underscored pulled data from the SEC’s database of Form ADV filings on US-based RIAs with at least $1 billion in AUM. Companies that are broker-dealer and/or insurance based were excluded, as well companies with AUM attributable to pooled investment vehicles, pension/profit-sharing plans or corporations/other businesses greater than certain thresholds. Finally, compliance records were examined for disclosures against a firm that would exclude them from the list. Fisher Investments pays a fee for promotion and logo distribution rights. For more, please visit https://www.cnn.com/cnn-underscored/money/best-financial-advisors.
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Kiplinger Readers' Choice Awards: Wealth Managers
In 2024, Fisher Investments was named on the second annual Kiplinger Readers' Choice Awards Wealth Managers list with outstanding accolades for Quality of Advice and Overall Satisfaction. The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. Kiplinger asked readers to rate financial products and services based on such criteria as their experience with customer service representatives, how likely they are to recommend the providers to others and how satisfied they are overall with the companies or services. This is Fisher Investments first time being recognized.
Kiplinger readers were invited to take the Readers’ Choice Awards survey on Kiplinger.com between February 20 and March 15, 2024. The survey was fully completed by 4,528 people. The survey asked respondents to choose the financial product or service that they most frequently use in 13 categories, including wealth management. Readers rated wealth managers based on the quality of financial advice they received, the trustworthiness of the advisers, how likely they would be to recommend the firm to others and their overall satisfaction with the wealth manager. Kiplinger calculated an average (mean) score for each criterion with each provider. They also calculated an overall mean score for all providers for each criterion readers were asked to judge. They then compared individual provider mean scores with the overall mean, and the three highest-scoring providers that had a score above the overall mean won an “outstanding” accolade. Fisher Investments pays a fee for promotion and logo distribution rights. For more, please see https://www.kiplinger.com/personal-finance/2024-kiplinger-readers-choice-awards-results and https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards-2024-wealth-managers.
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Best Financial Advisory Firms
Fisher Investments was recognized by USA Today and Statista as a 2023 Best Financial Advisory Firm. USA Today and Statista chose winners based on peer and client recommendations collected via an independent survey as well as asset management growth over a five-year period. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.
Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://www.statista.com/page/best-financial-advisory-firms-2023#51d188ee29f8d03a6e000009.
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A Top US-Based RIA
As of July 2023, Fisher Investments was named one of InvestmentNewsâ Top US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its RIA List, InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria. To access the full list and criteria for consideration, please visit the following link: https://www.investmentnews.com/top-fee-only-rias-in-2023-240099. Fisher Investments pays a fee for promotion and logo distribution rights.
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Better Business Bureau Accredited
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to be accredited by the Better Business Bureau.
The Better Business Bureau (BBB) has determined that Fisher Investments meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services. BBB strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behavior, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. Fisher Investments pays an annual membership fee to be eligible for consideration. For more information, please visit: https://www.bbb.org/us/wa/camas/profile/investment-advisory-services/fisher-investments-1296-22206706 and https://www.bbb.org/all/bbb-accreditation-standards
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One of the Largest Money Managers
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.
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5 Star Rating
Fisher Investments earned a 5 star rating by investor.com in 2023. This ratings recognizes firms who are aligned with investor.comâs passion for consumer advocacy and fairness in the practice of professional financial advice. investor.com is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. Every month, investor.com downloads hundreds of thousands of data points from the SEC IAPD database. That data is then fed into a scoring algorithm to rate firms on overall trustworthiness based on their regulatory records and potential conflicts of interest. Firms that are rated 4.5 or 5 stars by the algorithm are considered eligible to support and champion investor.comâs mission.
Investor.comâs reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm and/or from collected publicly-available data from the SEC; participation of a Registered Investment Advisory Firm in investor.comâs review, including any Mission Supporters Program Fees paid to investor.com, in no way influences or biases investor.comâs reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firmâs future performance. See investor.com for additional disclosures, including âinvestor.com Trust Algorithm.â Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.
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Active Manager of the Year
In May 2024, Fisher Investments was recognized 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 honor outstanding firms in the various asset management fields including recognizing 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)
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Wealth & Asset Management Awards â Equities Manager of the Year
MoneyAge recognized Fisher Investments and its affiliates 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 recognized as Equities Manager of the Year by MoneyAge and follows a 2022 MoneyAge recognition as Active Manager of the Year.
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
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Citywire 50 Growers Across America
Fisher Investments, one of the worldâs largest independent, fee-only investment advisers, was named to Citywire RIAâs 2023, "50 Growers Across America". The list highlights the fastest growing Registered Investment Adviser (RIA) firms in the country, determined by each companyâs growth across various factors in 2022. Per Citywire RIA, Fisher Investments had the âhighest growth factor scoreâ of any firm on the list.
To be eligible for the Citywire RIAâ50 Growers Across Americaâ list, firms must be independent RIAs that file their own Form ADV with the SEC and provide financial planning and related services to clients. Citywire RIAlooked at eligible firmsâ growth in 2022 across three categories: percentage growth in assets under management (AUM), monetary growth in AUM and percentage growth in employees. Citywire RIA uses these figures to create a âgrowth factorâ score with companies scoring highest by state being named to the list. No fees or other considerations are required from RIAs to be included in the Citywire RIA ranking. Fisher Investments pays a fee for promotion and logo distribution rights.
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Top Money Management Firms in North Texas
In February 2024, Fisher Investments was recognized in the Dallas Business Journalâs inaugural Top Money Managers of North Texas list. Money managers were ranked by most recent assets managed as indicated on their Form ADV* filed with the SEC.
Only companies with a primary address in the Metroplexâs four core counties of Collin, Dallas, Denton and Tarrant were included. Fisher Investments pays a fee for promotion and logo distribution rights. *Based on Fisher Investments filing as of April 6, 2023.
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2024 ESG Investing Awards
Fisher Investments was recognized by ESG Investing at the 2024 ESG Investing Awards which celebrates the best in Environmental, Social and Governance (ESG) funds, research and products. The awards program assesses and evaluates the best companies involved in all areas of ESG investing across the globe.
Fisher Investments won the Best ESG Investment Fund: Emerging Markets Equities category for their Fisher Investments Institutional Group Global Sustainable Equity Impact ESG strategy. Awards categories are assessed by a panel of independent judges comprising financial market professionals, academics and independent experts.
ESG Investing is the leading global media platform publishing news and features on ESG and sustainable investing for fund managers, institutional investors, and listed companies. Neither Fisher Investments nor its affiliates pay to be considered or selected for this award, but do pay a fee for promotion and logo rights.
Ken Fisher
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Longest Continually Running Forbes Columnist
Founder Ken Fisherâs âPortfolio Strategyâ column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazineâs history.
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A Top 30 Most Influential Advisor
In 2010, Ken Fisher was included on Investment Advisorâs "Thirty for Thirty" list of the 30 most influential individuals in and around the investment management profession over the last three decades.
Investment Advisorâs "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.
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25 Most Influential People in the Advisor Universe
In 2011, Ken Fisher was included on Investment Advisorâs 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 importanceâbased 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..
Workplace Culture
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Great Place to Work â Certified âą - USA
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.
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.
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Top Workplaces USA
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.
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 firmâs thousands of US-based employees. Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organizationâs 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/.
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Top Workplaces in Financial Services
Fisher Investments was named to the Top Workplaces in Financial Services list for the third 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.
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/.
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Culture Excellence in Compensation & Benefits
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.
Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organizationâs 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/.
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Top Workplaces in Oregon and Southwest Washington
Fisher Investments was named to The Oregonian’s 2023 list of Top Workplaces in Oregon and SW Washington, marking the seventh consecutive year earning the honor. In partnership with Energage, The Oregonian selected Fisher Investments based on anonymous employee feedback from the firmâs Camas, Washington-based employees.
We are thrilled to be named a Top Workplace in the Oregon and southwest Washington regions for the seventh consecutive year,” said Fisher Investments CEO Damian Ornani. “Our employees drive our success and enable us to deliver unparalleled service to clients around the world. This award reflects our unwavering commitment to cultivate a positive workplace culture where every employee can thrive.
The recognition is a testament to Fisher’s commitment to our employees and creating an environment for all to be successful,” said Greg Miramontes, Fisher Investments’ Executive Vice President of Global Human Capital. “We take great care of our employees so they can deliver great service to our clients.”
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: https://www.oregonlive.com/business/2023/09/131-great-places-to-work-in-oregon-and-sw-washington-top-workplaces-2023.html.
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A Top Workplace in the Dallas/Fort Worth Metro Area
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.
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/.
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Top Workplaces Tampa Bay Times
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.
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Top 100 Places to Work
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.
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/.
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Top 20 Best Workplacesâą in Texas
Fisher Investments has been named the 20th Best Workplace in Texas for 2019, by Great Place to Work (GPTW) and Fortune magazine.
GPTW analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces™ in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard.
Great Place to Work® analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces™ in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard. For more information, please visit: https://www.greatplacetowork.com/best-workplaces/texas/2019.
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InvestmentNews Fastest-Growing in America Award
Fisher Investments was named to InvestmentNews inaugural Fastest-Growing in America list for 2024.
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2024 Training Apex Award
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.
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/ .
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ATD BEST Award
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 worldâs largest professional talent development association, represents private and public organizations and executives in over 120 countries across every industry.
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.
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Women in Asset Management USA âEmployer of the Yearâ
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."
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.
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FairyGodBoss 2023 Best Financial Company for Women
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.
This list is determined by anonymous reviews left on Fairygodboss. Scores range from 0 â 100. Fairygodboss then averages female employeeâs 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.
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Best Places to Work in Dallas
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.
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.
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2024 Campus ForwardâEnterprise Early Career Programs
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.
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.
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Candidate Experience (CandE) Award Winner
In 2020, Talent Boardâthe first non-profit research organization focused on promoting quality candidate experiencesâannounced their 2020 Global Candidate Experience Award (CandE) recipients. Fisher Investments was ranked 24th in North America out of 55 award winners.Talent Board, a non-profit organization focused on the promotion and benchmark research of a quality candidate experience, conducts a comprehensive evaluation and data analysis that consists of an employer survey and a targeted candidate survey. Fisher Investments pays a fee which covers administration costs and results analysis. For more information, please visit: https://www.thetalentboard.org/cande-awards/the-cande-winners/.
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Largest Employers in the Portland Metro Area
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.
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.
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Workhuman Certification
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.
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.
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Recognized by Top Workplaces for our Diversity and Inclusion Program
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.
Fisher Investments Affiliates
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IEX Best Choice 2023/Gouden Stier Nominee
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.
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.
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Great Place to Work â Certified âą - UK
Fisher Investments UK has been Certifiedâą a great workplace by the independent analysts at Great Place to WorkÂź, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work ForÂźâ list. Great Place to WorkÂź 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 Organizations and Our Methodology.
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UK Best Workplacesâą
Fisher Investments UK was named a 2022 UK Best Workplacesâą recipient from Great Place To WorkÂźâthe global authority on workplace cultureâfor creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplacesâą recognition.
To determine the 2022 Best Workplacesâą in the UK, Great Place to WorkÂź 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 Workplacesâą recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to WorkÂź, 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.
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2022 UKâs Best Workplacesâą for Women
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.
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.
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UK's Best Workplaceâą for Wellbeing
In February 2022, Great Place to WorkÂź UK recognized Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UKâs Best Workplaceâą for Wellbeing rankings. Fisher Investments UK was among the first organizations recognized in the UKâs Best Workplaceâą for Wellbeing large company category rankings.
Great Place to WorkÂź 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 Certifiedâą by Great Place to WorkÂź UK in 2021 to be eligible, and are evaluated according to their size.
Great Place to WorkÂź UK is an independent authority on workplace culture and employee experience. Fisher Investments and its affiliates pay a participation fee to Great Place to Workâą, 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 WorkÂź, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
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2023 UK Best Workplacesâą in Financial Services & Insurance
Fisher Investments UK has been named a 2023 Best Workplaces in Financial Services award by Great Place To WorkÂź UKâthe global authority on workplace culture. Great Place to WorkÂź anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process, which recognises companies for creating a positive work environment.
Great Place to WorkÂź 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 Workplacesâą recognition. Fisher Investments and its affiliates pay a participation fee to Great Place to Workâą, 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.
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Best Workplacesâą in Ireland
Fisher Investments Ireland Ltd.âa subsidiary of US-based Fisher Investmentsâearned the 2022 Best Workplacesâą recognition from Great Place to WorkÂź Ireland for creating a positive employee work environment. To determine the 2022 Best Workplacesâą Ireland list, Great Place to WorkÂź 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.
Great Place to WorkŸ 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 WorkŸ Certification. Great Place to WorkŸ 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 WorkÂź is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work ForÂźâ list. Great Place to WorkÂź Ireland anonymously surveyed many 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. Fisher Investments and its affiliates pay a participation fee to Great Place to WorkÂź, 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 details on the Great Place to WorkÂź Certificationâą process, please visit https://www.greatplacetowork.ie/about-us/our-methodology/.
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Great Place to Work â Certified âą - Canada
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.
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.
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Great Place to Work â Certified âą - Australia
Fisher Investments Australia has been Certifiedâą a great workplace by the independent analysts at Great Place to WorkÂź, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work ForÂźâ list. Great Place to WorkÂź 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.
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Great Place to Work â Certified âą - Germany
GrĂŒner Fisher Investments has been Certifiedâą a great workplace by the independent analysts at Great Place to WorkÂź, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work ForÂźâ list. Great Place to WorkÂź anonymously surveyed GrĂŒner 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 GrĂŒner Fisher Investments.
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.
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Great Place to Work â Certified âą - Ireland
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.
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.
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Great Place to Work â Certified âą - Luxembourg
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.
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 WorkŸ 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 WorkÂź is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work ForÂźâ list. Great Place to WorkÂź 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.
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Most Family-Friendly Companies in Germany and Austria
Kununu (Europeâs largest employer-rating platform) and Freundin (a German womenâs magazine) ranked GrĂŒner 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. GrĂŒner Fisher Investments ranked #11 in the list of the 626 most family-friendly companies in the region.Kununu (Europeâs largest employer-rating platform) and Freundin (a German womenâs 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. GrĂŒner Fisher Investments pays a fee for promotion and logo distribution rights.
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kununu Top Company
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.
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.
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A Top Mittelstand Employer
In 2020, GrĂŒner Fisher Investments has been named âTop Mittelstand* Employerâ by Focus-Business magazine in a survey based on data from kununu, an employer ratings platform. âWe are very proud of our fourth-place finish in the âFinanceâ sector. A total of 4,000 companies were recognizedâ said a firm representative.
More than 950,000 companies and more than four million employee reviews were analyzed on kununu, an internet platform. The survey rated the top German Mittelstand employers in Germany. GrĂŒner Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit https://www.kununu.com/de/gruener-fisher-investments.
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Focus Money Customer Favorite Award
In 2023, GrĂŒner Fisher Investments (GFI) was named a âCustomer Favoriteâ by Focus Magazine and the Institute for Management and Economic Research (IMWF). This is the first year GrĂŒner 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.
The studyâs data was collected via âsocial listening.â 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 mentionâs 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 industryâs 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. GrĂŒner Fisher Investments pays a fee for promotion and logo distribution rights.
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Private Banking Test Award
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.
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.
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FS Awards
Business and Finance recognized Fisher Investments Ireland at the 2023 Financial Services (FS) Dublin Awards as the winner of the Employee Experience awardâwhich identifies companies that foster a positive work environment and relationship with its employees. The FS Awards recognize excellence in financial services.
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
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2023 Asset Management Test by Focus Money and ntv
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.
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
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Focus Money Price Winner
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.
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
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F.A.Z.-Institut â Germanyâs Most Recommended Asset Managers
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.
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/.
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F.A.Z.-Institut â Outstanding Customer Experience Award
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.
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
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A Top DC Adviser Firm
Fisher Investments 401(k) Solutions was named to the National Association of Plan Advisorsâ prestigious âTop Defined Contribution Advisors Firmsâ in 2018, 2019, 2021, 2022 and 2024. Advisors were selected based on criteria about their practices.
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 associationâs 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 practicesârecognizing 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 âas of date.â Therefore, there isnât a list titled â2023.â For more information about this award, please visit: https://www.napa-net.org/top-dc-advisor-multi-office-firms-2024.
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Fiduciary Excellence Certification
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.
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.
Fisher Investments Institutional
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Citywire Deutschland Award
The Citywire Deutschland Award 2021, based in Germany, recognized Fisher Investments as the “Best Fund Manager” in the Global Equities category. The “Best Fund Manager Awards” are given to the asset managers who have achieved the highest risk-adjusted performance in a specific category over the past three years up to August 31, 2021.
These are based on the individual track records of all strategies that they managed in the category over this period. To qualify, asset managers must manage a strategy that is approved for being offered in Germany. Investing in securities involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is never a guarantee of future returns. GrĂŒner Fisher Investments pays a fee for promotion and logo distribution rights. For more information about the award and Citywireâs methodology, please see their website: https://Citywire.de/news/die-Citywire-deutschland-awards-2021/a1561920.
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Swiss Sustainable Funds Award â âUS Equitiesâ Category
Fisher Investments was recognized by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
This award recognizes the top performing US equity strategies most committed to socially responsible investment practices. The Swiss Sustainable Funds Awards winners are selected by an independent committee, which evaluates funds and asset managers on qualitative and quantitative factors, including investment process, sustainability objectives, management team quality and performance history. Fisher Investments pays a fee for promotion and logo distribution rights.
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Climetrics Fund Award
Fisher Investments was recognized by CDP, the leading global organization 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 recognize 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.
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âTowards Sustainabilityâ Label
The ‘Towards Sustainability’ quality standard and label were developed on the initiative of Febelfin (the Belgian financial sector federation) with an objective to qualitatively and quantitatively increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. The âTowards Sustainabilityâ label has been awarded to Fisher Investments Institutional Emerging Markets Responsibility Equity ex-Fossil Fuels product since 2021.
Financial products are awarded the ‘Towards Sustainability’ label by the Central Labeling Agency (CLA) of the Belgian SRI label based on adherence to the ‘Towards Sustainability’ quality standard (for sustainable financial products). Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.
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Austrian Ecolabel for Sustainable Financial Products
The Austrian Ecolabel is awarded to products and services that represent more environmentally compatible options within a range of comparable products offered. Financial products, awarded with the Ecolabel, must fully meet the relevant criteria of Ecolabel Guidelinesâ three primary priorities. One, a sustainable financial product must be able to identify companies that deliver a positive performance for the society and the environment. Two, uses a research process that meets the quality standards defined in the Austrian Ecolabel guidelines. Three, meets transparency requirements guarantying that investors can get a clear picture of the sustainable investment strategy, the portfolio and issues included therein. As of September 2023, Fisher Investments has two products carrying the Austrian Ecolabel: Fisher Investments Institutional Emerging Markets Responsible Equity ex-Fossil Fuels and Global Sustainable Equity Impact.
Financial products are awarded the Austrian Ecolabel based on adherence to the Austrian Ecolabel standards “UZ 49” after an independent audit and confirmation by a qualified control body. Fisher Investments pays a fee which covers administration costs and results analysis.