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Responsible Investing at Fisher Investments

Fisher Investments takes a client-centric approach to responsible investments and is dedicated to continuously improving our capabilities in this space to meet and exceed our clients’ expectations.

Integration in the Investment Process

Fisher Investments evaluates and integrates financially material ESG information (such as environmental regulation, social policy, economic and market reforms, and labour and human rights) throughout the investment process to help reduce risk and/or enhance returns across most assets1 we manage.

See How We Integrate ESG into Our Investment Process
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Stewardship

The objective of FI’s stewardship activities is to understand and evaluate companies to help reduce financially material risk and enhance returns.

Explore Our Stewardship Efforts

Global Initiatives

We participate in several responsible investment networks and initiatives across the globe. These include:

  • Principles for Responsible Investment

  • Carbon Disclosure Project

  • UN Global Compact

Learn More About Our Global Initiatives

  • Integration in the Investment Process

    Fisher Investments evaluates and integrates financially material ESG information (such as environmental regulation, social policy, economic and market reforms, and labour and human rights) throughout the investment process to help reduce risk and/or enhance returns across most assets1 we manage.

    See How We Integrate ESG into Our Investment Process
  • Man in dark suite talks to another man about retirement

    Stewardship

    The objective of FI’s stewardship activities is to understand and evaluate companies to help reduce financially material risk and enhance returns.

    Explore Our Stewardship Efforts

  • Global Initiatives

    We participate in several responsible investment networks and initiatives across the globe. These include:

    • Principles for Responsible Investment

    • Carbon Disclosure Project

    • UN Global Compact

    Learn More About Our Global Initiatives

Fast Facts


$33.4 billion

Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
30/09/2026.

Presented in USD.

PRI Signatory

Fisher Investments has been a PRI signatory since 2014.

30+ Years

Fisher Investments has three decades of experience managing accounts with various thresholds of environmental and social guidelines.2

Our History

Fisher Investments has been managing accounts with various thresholds of environmental and/or social guidelines since the mid-1990s. Over that time, we have expanded the depth of our responsible investing (RI) capabilities. We currently offer a wide range of RI strategies, including impact-related strategies that incorporate the UN Sustainable Development Goals.

Photograph of the Woodside, California locationFeatured image: Fisher Investments' Woodside, CA Office

Fisher Investments’ responsible investment offerings include over 25 strategies across multiple geographies (global, US, emerging markets) and market capitalisations.

We can accommodate many strategy types, including:

  • ESG
  • Best-in-Class
  • Impact
  • Paris-aligned/Net Zero/Low Carbon
  • Religious/Values-based

Fisher Investments is capable of tailoring the investment approach for separately managed accounts depending on specific guidelines mandated by the client.

Shareholder Engagement Policy Disclosures

In accordance with Fisher Investments Ireland Limited’s (FII) shareholder engagement policy, please review the proxy voting reports provided on this page for the annual disclosure on how such policy has been implemented for the previous year. As noted in such policy, the proxy voting reports only include data for FII’s clients who have authorized and directed FII to vote proxies. Only certain Fisher Investments Institutional Group clients have given FII such authorization and direction. Therefore, there is no proxy voting report (and therefore no annual disclosure under FII’s shareholder engagement policy) for non-institutional clients of FII.

Sustainability-Related Disclosures

The following sustainability-related disclosures apply to institutional investors in EEA countries.

To comply with the Sustainable Finance Disclosure Regulation (Regulation EU/2019/2088) as amended (“SFDR”), Fisher Investments Ireland Limited (“FII”) has provided the below sustainability-related disclosures that describe various policies related to sustainability and environmental, social and governance (“ESG”) factors, as well as information on Responsible Investment strategies (a “Responsible Investment Strategy,” or “RI Strategy”), FII has available to institutional clients. Because FII delegates its portfolio management services to its parent company, Fisher Asset Management, LLC, trading as Fisher Investments (“FI”), subject to FII’s oversight, such policies and strategies are implemented by FI, but apply to FII’s services provided to FII’s institutional clients.

  • FI considers ESG events or conditions that, if they occur, could cause a negative material impact on the value of an investment (“Sustainability Risk”), throughout the investment process.

    FI believes that Sustainability Risk is not a standalone risk easily quantified at the security or portfolio level. Instead, Sustainability Risk manifests through other existing sustainability-related risk types, including but not limited to, political and economic factors, corruption and organised crime, ESG data reliance, and credit.  As a result, FI assesses that a strategy with more investments susceptible to these underlying risk types may have greater Sustainability Risks due to their geographic exposures which may increase or decrease over time. For example, if a strategy has significant exposure to emerging markets, it would be expected to make the strategy subject to higher than usual risks of political changes, government regulation, social instability or diplomatic developments (including war), which could adversely affect the economies of the relevant countries and thus the value of investments in those countries. Therefore, such strategy may have greater Sustainability Risk than strategies that do not have significant exposure to emerging markets.

    These risks are integrated in FI’s investment process and risk management practices both qualitatively and quantitatively. Qualitatively, FI considers such risks when developing country, sector, and thematic preferences and in their bottom-up fundamental research. Quantitatively, FI attempts to quantify and monitor Sustainability Risks as part of FI’s risk management practices.

    While FI believes its investment and risk management practices can help enhance portfolio relative performance, particularly in modifying exposure to countries, industries, and securities whose value may be materially impacted by a related risk, Sustainability Risks may nonetheless adversely impact a strategy’s performance.

  • Given that FII outsources the portfolio management function to FI, it is not currently envisaged that the consideration of Sustainability Risks will be of primary relevance to the functions performed by FII staff. Accordingly, FII does not currently anticipate consideration of Sustainability Risks as being a significant factor in the assessment of FII’s staff members’ variable remuneration.

  • Notwithstanding that the consideration of Sustainability Risks is integrated into FI’s investment decision-making process, by virtue of FII’s size, FII is not required and currently elects not to consider the adverse impacts of its investment decisions on environmental, social or employee matters, respect for human rights, or anti-corruption or anti-bribery matters (“Sustainability Factors”) in respect of all portfolios it manages. However, with respect to strategies that promote environmental or social characteristics or have a sustainable investment objective (a “Responsible Investment Strategy,” or “RI Strategy”), the sustainability-related disclosures provided below for each RI Strategy describes how principal adverse impacts on Sustainability Factors are considered by FI, including to what extent the indicators listed in Table 1 of Annex I of the Commission Delegated Regulation (EU) 2022/1288 (the “RTS”) are taken into consideration by FI. Furthermore, for institutional clients who have an RI Strategy implemented in their investment portfolio, such institutional clients will receive pre-contractual disclosures related to their investment portfolio that will describe how principal adverse impacts on Sustainability Factors are considered by FI in their investment portfolio.

  • FII makes available to its institutional clients certain Responsible Investment strategies (a “Responsible Investment Strategy,” or “RI Strategy”) that can be implemented in an institutional client’s investment portfolio. By implementing an RI Strategy in an institutional client’s investment portfolio, such portfolio is considered an Article 8 or Article 9 financial product under SFDR, which requires certain portfolio-specific disclosures to be provided on FII’s website. However, FII considers the management of its institutional client’s investment portfolio to be confidential, and will not publish portfolio-specific sustainability disclosures on its website. Instead, FII publishes the below information about the RI Strategies at the model level, which will include SFDR periodic reporting on the performance of such RI Strategies from a sustainability perspective.

  • Should any changes be made to this disclosure in the future, a clear explanation of such changes will be published here.

    Implemented Changes

    In January 2022, this disclosure was updated to:

    • reflect the postponement of the RTS effective date to January 2023;
    • address SFDR and Taxonomy Regulation periodic reporting; and
    • modify the strategy line-up in the Sustainability-Related Disclosures section; and
    • adding disclosures regarding the Taxonomy Regulation.

    In December 2022, this disclosure was updated to:

    • update the sustainability-related disclosures for the Responsible Investment Strategies to comply with the RTS;
    • remove the principal adverse impact statement that was originally posted to comply with SFDR on a high level, principles basis; and
    • remove disclosures not required under SFDR or the Taxonomy Regulation (Regulation EU/2020/852).

    In February 2026, this disclosure was updated to:

    • update the Investment Manager’s Responsible Investment Policy Statement (formerly the ESG Policy Statement); and
    • update the terminology to better align with defined terms from FI and FII.

    Date of Publication: 9 February 2026

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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 30/09/2026, we had over $33.4 billion USD in our ESG/SRI assets under management.