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InvestmentNews
As of July 2021, Fisher Investments was named one of InvestmentNews’ Top 10 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, the publication qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of July 2021. 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: RIA Data Center - InvestmentNews . Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: RIA Data Center - InvestmentNews.
Financial Times
Fisher Investments was recognised on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognise the industry's elite investment adviser firms in the United States.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit: FT 300: Investor uncertainty spells boon for US financial advisers.
Great Place to Work®
For the fourth year in a row, Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work®, a recognised 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 more than 2,100 Fisher Investments employees as part of its comprehensive review process.
Better Business Bureau
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The rating is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.
The Better Business Bureau (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 behaviour, 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. The BBB accreditation standards include a commitment to the following principles: building trust, advertising honestly, honesty, transparency, honouring promises, safeguarding privacy and integrity. Neither Fisher Investments nor its affiliates pay to be considered and selected for this rating. For more information, please visit: https://www.bbb.org/us/ca/woodside/profile/investment-advisory-services/fisher-investments-1116-42731 and https://www.bbb.org/overview-of-bbb-ratings.
Pensions & Investments
In May 2021, Fisher Investments was ranked #133 on the Pensions & Investments list of the World’s 500 largest money managers.
Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranks money managers based on total worldwide institutional assets under management as of 31/12/2020. To participate in this survey, participants must submit an online questionnaire. Neither Fisher Investments nor its affiliates pay to apply for or be considered for this award. For more information, please visit: Largest money managers: 2021 | Pensions & Investments.
investor.com
In June 2021, Fisher Investments was recognised by investor.com as a Trusted Investment Firm. investor.com is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. investor.com has analysed data on nearly 700,000 investment advisers using data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm/Financial Professional and/or from collected publicly-available data from the SEC and FINRA; participation of a Registered Investment Advisory Firm/Financial Professional in investor.com’s review, including any Claimed Profile Program Fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s/Financial Professional’s future performance. See investor.com for additional disclosures, including “investor.com Trust Algorithm.”
To be awarded certification as a “Trusted Investment Firm”, investor.com utilises its Trust algorithm to sift through publicly-available data collected from the SEC and FINRA on topics such as conflicts of interest, established history, assets under management, disciplinary history and more. To view the criteria used in the Trust algorithm, please visit the following link: investor.com. To be considered for this certification, Fisher Investments and other participants have to pay a participation fee, which covers the costs of the assessment and operations fees that correspond with the certification being displayed on investor.com’s website. For more information, please visit investor.com and https://investor.com/rias/fisher-investments-107342.
ADVFN
Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments, won the 2019 ADVFN International Financial Award for Wealth Manager of the Year, the fourth time it has received the honour. The ADVFN International Financial Awards, established in 2015, recognise and celebrate the best financial products and services from across the industry, both nationally and internationally.
A panel of judges selected the winners, which include investment advisers, brokerage firms, notable journalists and trading platforms from around the globe.
The Advanced Financial Network (ADVFN) International Financial Awards, established in 2015, recognise and celebrate the best financial products and services from across the industry, both nationally and internationally. ADVFN is based in the UK and is a leading private investor website offering stock prices, charts and tools for all major world markets, indexes, forex pairs, futures, options, ETFs and covered warrants. The ADVFN “Wealth Manager of the Year” award is determined by a panel of judges, which selects winners from a pool of investment advisers, brokerage firms, notable journalists and trading platforms from around the globe. For more information, please visit: https://uk.advfn.com/awards_2015 , https://uk.advfn.com/awards_2016 , https://uk.advfn.com/awards_2017 , and https://uk.advfn.com/awards_2019.
Great Place to Work ®
Fisher Investments UK was named among the UK's Best Workplaces™ for 2021 by Great Place to Work®, the global authority on workplace culture. The firm ranked 50th in the Large Companies category across all industries. Fisher Investments UK was also officially certified as a Great Place to Work®.
To determine the 2021 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. 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: https://fisherinvestments.com/en-us/about/fisher-difference/awards/great-place-to-work-uk.
Great Place to Work®
In 2021, Fisher Investments UK was officially certified as a Great Place to Work®.
To be considered for this certification, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees in 2020. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. 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: Fisher Investments UK Great Place to Work UK | Organisational Consultancy & Employer Recognition.
The New York Times
Ken is the author of 11 books, including 4 New York Times best sellers: The Only Three Questions That Count (2006), The Ten Roads to Riches (2008), How to Smell a Rat (2009) and Debunkery (2010).
Forbes
Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2016, making him the longest continually running columnist in the magazine’s 90+ year history.
The Journal of Portfolio Management
Ken received the prestigious Bernstein Fabozzi/Jacobs Levy Award for “outstanding article” in Fall 2000. His article was considered amongst all articles published in four issues of the journal from Fall 2000 to Summer 2001 and awarded based on votes by a selected panel.
American Association of Individual Investors
For the AAII Journal's 40th anniversary, Ken‘s article “Price-Sales Ratios: A New Tool for Measuring Stock Popularity” was selected as one of 40 influential investment education articles from the publication’s past. These from-the-vault, hand-curated articles are of value because each one imparts a timeless investment process or lesson.
Great Place to Work
Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work® for the fourth year in a row, a recognised global authority on workplace culture and producer of important reviews.
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 recognised 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 more than 2,100 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. For more information, please visit: Fisher Investments and Our Metholodolgy.
Association for Talent Development
Fisher Investments has been honoured with a 2021 BEST Award from the Association for Talent Development (ATD). ATD is the world’s largest talent development association, spanning all industries and sectors worldwide.
The BEST Awards recognise organisations 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 organisations 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 organisation's culture, Learning links to individual and organisational 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 BEST Award Winners.
Top Workplaces
Fisher Investments has been honoured with two new Top Workplace awards for 2021: Top Workplaces USA and Top Workplaces Financial Services. This is the first year these national awards have been offered.
Both awards were earned based on feedback from a regional survey many of the firm’s Washington-, California- and Texas-based employees took in February 2020. The workplace survey measures 15 culture drivers organised into four themes. Scoring well indicates a healthy organisation, more-engaged employees and better business results. Companies with the highest overall scores, compared to like-sized companies in their region, qualified as Top Workplaces.
Top Workplaces
Fisher Investments has been honoured with two new Top Workplace awards for 2021: Top Workplaces USA and Top Workplaces Financial Services. This is the first year these national awards have been offered.
Both awards were earned based on feedback from a regional survey many of the firm’s Washington-, California- and Texas-based employees took in February 2020. The workplace survey measures 15 culture drivers organised into four themes. Scoring well indicates a healthy organisation, more-engaged employees and better business results. Companies with the highest overall scores, compared to like-sized companies in their region, qualified as Top Workplaces.
Training magazine
In 2021, Training magazine—the leading business publication for Learning and Development professionals—included Fisher Investments as an award winner in its Training Top 100 list, formally its Training Top 125 list. The Training Top 100 list ranks companies’ excellence in employer-sponsored training and development programmes. Fisher Investments was ranked 53rd in 2021.
The Top 100 ranking is determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programmes, 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 Top 100 ranking 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 participation and administrative fee to be considered for this award. For more information, please visit: Training magazine Announces 2021 Training Top 100 Winners.
The Oregonian
Fisher Investments was named to The Oregonian’s 2022 list of Top Workplaces in Oregon and SW Washington, marking the sixth consecutive year earning the honour. Fisher Investments was selected to the list based on anonymous employee feedback from the firm’s Camas, Washington-based employees.
The award was based on employee ratings of statements regarding company benefits in the 2022 Top Workplaces survey.
Since 2011, The Oregonian/OregonLive and Energage, a Philadelphia-based employee research and consulting firm, have partnered to determine the Top Workplaces in Oregon and southwest Washington based solely on employee survey feedback. Fisher Investments did not pay a fee to participate in this award. For more information, please visit: https://www.oregonlive.com/topworkplaces/2022/09/134-great-places-to-work-in-oregon-and-sw-washington-top-workplaces-2022.html.
Dallas Morning News
Fisher Investments was recognised 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 honours 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 organisations 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 organisation. 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/.
Top Workplaces
For the second year in a row, Fisher Investments was named one of the Top Workplaces in the Dallas-Fort Worth area by Top Workplaces. 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 prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers. Candidates for this award can be nominated by anyone. 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/.
Great Places to Work and Fortune Magazine
Fisher Investments was named the 20th Best Workplace in Texas for 2019, by Great Place to Work® (GPTW) and Fortune magazine.
Great Place to Work® analysed 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 organisation 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: Best Workplaces in Texas™ 2019.
Talent Board
In 2020, Talent Board—the first non-profit research organisation focused on promoting quality candidate experiences—announced 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 organisation 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 paid a nominal fee to participate in the programme. For more information, please visit: The CandE Winners - Talent Board.
Great Place to Work
For the second time, Grüner Fisher Investments was certified as a "Great Place to Work". 83% of employees rated GFI as a great place to work. This recognition not only honours us as a top organisation in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publically supports our reputation as an outstanding employer, which cultivates a friendly and engaging work environment where everyone is made to feel welcome.
Globally, Great Place to Works’ Best Workplace™ survey is the largest survey of workplace cultures and people practices. The methodology that creates its Best Workplaces™ rankings is one of the most rigorous and highly sought after – and regarded as the ‘gold standard’ of employer awards. The methodology assesses the employee experience (through the Trust Index© employee survey) and the HR and leadership practices that create the organisation’s workplace culture (through the Culture Audit©). The Trust Index© survey accounts for 3/4 of the final results. The Culture Audit© accounts for 1/4 of the final results. 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: Grüner Fisher Investments GmbH Great Place to Work®.
Focus-Business Magazine
In 2020, Grüner Fisher Investments was named “Top Mittelstand* Employer” by Focus-Business magazine in a survey based on data from Kununu, an employer ratings platform. “We are very proud of our fourth-place finish in the “Finance” sector. A total of 4,000 companies were recognised,” said a firm representative.
More than 950,000 companies and more than four million employee reviews were analysed on Kununu, an internet platform. The survey rated the top German Mittelstand employers in Germany. Neither Fisher Investments nor its affiliates paid to be considered for this award. For more information, please visit Grüner Fisher Investments als Arbeitgeber: Gehalt, Karriere, Benefits | kununu.
Capital Magazine
Grüner Fisher Investments (GFI) was one of five asset managers to perform best in all categories and receive a top five star rating. In particular, GFI earned five stars for its conservative portfolios and its opportunistic portfolios.
Capital magazine joined with the Institute for Asset Development (IVA) of Munich to analyse 13,430 anonymised portfolio data points—provided by the leading custodians V-Bank and DAB BNP Paribas—from 47 asset managers to assess portfolio structure, product implementation, risk management and cost efficiency. Neither Fisher Investments nor its affiliates paid to be considered for this award. For more information, please visit Das sind die besten Vermögensverwalter - Capital.de.
Financial Times
In 2020, Fisher Investments 401(k) Solutions was recognised by Financial Times as one of its 401 Top Retirement Advisers for the fourth year in a row.
Advisers were selected based on criteria including 401(k) assets under management, specialisation in the 401(k) business, growth rate and plan participation rate.
*As of 06/30/21
National Association of Plan Advisors (NAPA)
From 2017 through 2019, Fisher Investments 401(k) Solutions was named to the National Association of Plan Advisors’ prestigious “Top Defined Contribution Advisors Firms.” Advisors were selected based on criteria about their practices.
The National Association of Plan Advisors (NAPA), an affiliate organisation of the American Retirement Association, was created by and for retirement plan advisors. NAPA members benefit from access to the association’s advocacy, information and education resources, as well as preferential rates and access to NAPA events, discounts on education offerings, and the opportunity to be recognised in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognising advisors selected based on criteria including information about their practices, notably advised defined contribution assets. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information about this award, please visit: Announcing: The 2019 NAPA Top DC Advisor Teams and NAPA Names Nation’s Top DC Advisor Teams.
Institutional Investor
In 2018, Fisher Investments was ranked #84 in the 2018 II 300 – Institutional Investor’s annual ranking of the 300 largest U.S.-based asset managers.
This list is based on total global assets under management, as of December 31, 2017.
Swiss Sustainable Funds Award
Fisher Investments was recognised by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
This award recognises 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.
CDP
Fisher Investments was recognised by CDP, the leading global organisation 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 recognise 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. FI did not pay a fee to participate in the award.
For more information about these awards, please click on the corresponding logo and/or links included in each description.
