We Evaluate and Integrate Financially Material ESG Information Throughout Our Investment Process
Our Investment Process
Top-Down Investment Process
Fisher Investments employs a top-down investment process, leveraging a large research team to help make sense of a complex and vast investment landscape. ESG information is amongst the many drivers considered by FIβs Capital Markets Analysts and the Investment Policy Committee (IPC) when developing country, sector, and thematic preferences. Environmental regulation, social policy, economic and market reforms, and labour and human rights are examples of ESG information considered, when relevant, in determining country and sector/industry allocations. FIβs strategy and positioning reflects our outlook over the next 12β18 months.
Bottom-Up Investment Process
Securities Analysts covering specific industries conduct their bottom-up fundamental research on prospect lists of companies. This fundamental review includes environmental or social thematic opportunities and risk assessment. Examples of operational risk assessments include, but are not limited to, corporate governance, environmental, and labour and human rights controversies.
Generally, FI would choose not to invest in companies when, in its opinion, security level issues: present an inordinate risk to a company’s operational or financial performance or appear to present undue headline risk to share price performance.
How Does Our Top-Down Process Benefit ESG 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.
We believe ESG investors are best served by an investment process that considers both top-down and bottom-up factors. Integrating ESG analysis at the country, sector and stock levels consistent with clientsβ investment goals and ESG policies increases the likelihood of achieving desired performance and improving environmental and social conditions worldwide.
Contact us to learn more about our ESG strategies.
Learn more about our ESG strategies todayResponsible Investment Policy Statement
Learn more about how Fisher Investments considers ESG factors throughout our investment process.
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