ESG Perspectives Newsletter Q1 2023

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

1. 2022 Corporate Engagement Highlights: Describes the progress FIIG and PMG made in persuading companies to strengthen their ESG performance – successes include developing a carbon neutral goal, commissioning an independent human rights risk assessment and ceasing business operations in an area with prevalent human rights abuses.
2. Client Co-Engagement at FI: Describes our client co-engagement process in detail, including benefits for those clients that choose to participate.
3. Value Investing in ESG: Discusses how value opportunities remain abundant after application of Fisher’s ESG process in addition to how value-oriented sectors and industries are still very much investible within ESG strategies.
4. An Update on FI’s Recent PRI & UK Stewardship Code Assessments: Provides background on FI’s 2021 PRI Scores in addition to our continued progress within our stewardship program to remain a signatory to the UK Stewardship Code.
5. Implications of SFDR: Describes how FI has adapted to the EU’s Sustainable Finance Disclosure Regulation’s definition of a sustainable investment in addition to details on FI’s first Emerging Markets Paris-Aligned Strategy.