Fisher Investments considers environmental, social and governance (ESG) factors throughout the investment process across most assets1 we manage. We believe ESG investors are best served by an investment process that considers both top-down and bottom-up factors.
Fast Facts
$ESGValue$
Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
$ESGValueDate$.
Presented in USD.
PRI Signatory
Fisher Investments has been a PRI signatory since 2014.
$ESGExperience$+ Years
Fisher Investments has three decades of experience managing accounts with various thresholds of environmental and social guidelines.2
The Fisher Investments Responsible Investment Philosophy Statement:
We believe investors maximize the likelihood of achieving both their desired performance goals and sustainability objectives through an investment process that integrates consideration of environmental, social, and governance factors at the country, sector, and security levels. This approach is strengthened by corporate engagement, supported by proxy voting, and guided by client-specific priorities such as positive portfolio targeting and harm avoidance.
Additional Resources
1Certain types of investments, including cash, cash equivalents, currency positions, certain derivatives, exchange traded funds and exchange traded notes are not evaluated for ESG factors as FI believes it is not practicable to do so.
2Fisher Investments has been managing accounts with various thresholds of environmental and social guidelines for over two decades. Over that time, we have expanded the depth of our responsible investment capabilities and currently offer a wide range of ESG strategies including impact-related strategies incorporating the UN Sustainable Development Goals (SDGs). As of $ESGValueDate$, we had over $ESGValue$ USD in our ESG/SRI assets under management.