Quarterly Engagement Reports
Quarterly corporate engagement reports detail the number of engagements with companies in which we invest, their sector, a summary of events, and conclusions to provide insight, transparency, and clarity to the ESG vetting process.
View the available reports:
Proxy Voting: Differentiated Approach
We exercise our proxy voting rights and responsibilities with the assistance of an independent, third-party voting service. Our voting guidelines incorporate geographical variances because of differences in local norms of good governance, regional/local regulatory differences and listing requirements. In addition, institutional guidelines may be structured in accordance with custom sustainable investing standards, which are then communicated to our voting service by our back-office professionals.
To provide transparency about our stewardship activities, we post quarterly engagement and proxy voting reports to our website, which include metrics and detailed engagement examples.
Previous fiscal quarters’ proxy voting reports can be viewed below.
UK Stewardship Code
How Fisher Investments Europe discharges its responsibilities under the UK Stewardship Code of the Financial Planning Council.
Download our UK Stewardship Code (PDF)
*As of 30/09/2023 Fisher Investments had over $15.7 Billion USD in its ESG/SRI asset under management.
EU/EEA Equities Shareholder Engagement Policy
Our engagement policy (PDF) is published in accordance with Shareholder Rights Directive II. Consistent with our shareholder engagement policy, please review the proxy voting reports provided on this page for the annual disclosure on how such policies have been implemented for the previous year.