Our Investment Process
Assess Importance and Refine
Fisher Investments’ Investment Policy Committee (IPC), supported by Securities and Capital Markets Analysts, determines the materiality of the ESG considerations based on the exposure among publicly traded companies in these categories. Higher materiality could imply larger ESG-related risks or opportunities, and may influence sector and country weight preferences as well as individual security selection.
Fisher Investments is able to refine prospective equity lists further by applying the firm’s or client-provided responsible investing screens to the list of prospective securities for separately managed accounts.
How Does Our Top-Down Process Benefit Responsible Investors?
Fisher Investments believes that asset allocation and sub-asset allocation decisions are critical to long-term investment success and that our top-down investment process is particularly well suited to building successful responsible investing portfolios.
FI’s Responsible Investment Philosophy Statement: We believe investors maximise 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.
Contact us to learn more about our ESG/Responsible Investment (RI) Strategies & Capabilities.
Learn more about our ESG/RI strategies todayResponsible Investment Policy Statement
Learn more about how Fisher Investments considers ESG factors throughout our investment process.
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