Awards & Recognition for
Ken Fisher, Fisher Investments
and its Affiliates

We believe our flexible investment approach, global expertise, competitive fee structure, and commitment to offer unparalleled client service are some of the features that set Fisher Investments apart. But don’t just take it from us. Find out why we’ve been recognized as a top financial adviser by several industry publications.

Fisher Investments

A Top Adviser

Financial Times

Fisher Investments was recognized 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 recognize 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: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.

A Top 10 US-Based RIA

InvestmentNews

As of May 1, 2020, 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 2,491 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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: https://data.investmentnews.com/ria/. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://data.investmentnews.com/ria/.

Better Business Bureau Rated

Better Business Bureau

Fisher Investments BBB Business Review

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 behavior, 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, honoring 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.

One of the Largest Money Managers

Pensions & Investments

In May 2021, Fisher Investments was ranked #133 on the Pensions and 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 12/31/2020. 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: https://www.pionline.com/managers2021 .

A Trusted Investment Firm

investor.com

In June 2021, Fisher Investments was recognized 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 analyzed data on nearly 700,000 investment advisers using data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

To be awarded certification as a “Trusted Investment Firm”, investor.com utilizes 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: https://investor.com/trust-algorithm. 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. Paying the participation fee in no way influences or biases investor.com’s ratings. investor.com ratings are not indicative of, nor guarantee, an firm’s/advisor’s future performance. For more information, please visit investor.com and https://investor.com/rias/fisher-investments-107342.  

Largest Money Management Firms in Oregon & S.W. Washington

Portland Business Journal

In July 2019, Fisher Investments was named one of the largest money management firms in Oregon and Southwest Washington. For their list, the Portland Business Journal ranked employers in Oregon and Washington’s Clark County.

Information was obtained from firm representatives through questionnaires and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by assets under management as of May 31, 2019.

Ken Fisher

Longest Continuous Running Forbes Columnist

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.

New York Times Bestseller

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).

AAII Top 40

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.

Bernstein Fabozzi/Jacobs Levy Award

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.

Workplace Culture

Women in Asset Management USA “Employer of the Year”

DiversityQ

In 2021, DiversityQ named Fisher Investments as “Employer of the Year” at its third annual Women in Asset Management USA Awards. DiversityQ advoctes and promotes diversty and inclusion in the workplace to create corporate cultures where everyone is heard and respected. The Women in Asset Management USA’s “Employer of the Year” award recognizes firms demonstrating a great effort to recruit and retain a diverse workforce.

To determine the “Employer of the Year” award, a panel of independent judges examined US-based firms on multiple factors, including professional training and advancement opportunities, programs to increase employees' well-being, and efforts to create a more diverse and inclusive work environment. For more information, please visit WIAM Awards | Bonhill PLC and US Nomination Guidelines - Women in Asset Management.

Neither Fisher Investments nor its affiliates pay to be considered for this award.

Great Place to Work – Certified ™

Great Place to Work®

For the fifth year in a row Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work®, a recognized 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.

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 recognized 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. 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: Certified Organizations and Our Metholodolgy.

ATD BEST Award

ATD

Fisher Investments was recognized by the Association for Talent Development (ATD) as a 2022 BEST Award winner. This is the fourth consecutive year Fisher Investment has earned a place on ATD's list. ATD, the world’s largest professional talent development association, represents private and public organizations and executives in over 120 countries across every industry.

The BEST Awards recognize organizations 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 organizations 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 organization's culture, Learning links to individual and organizational 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 https://www.td.org/best-award-winners.

Top Workplaces USA

Top Workplaces

Fisher Investments was named to the 2022 Top Workplaces USA list for the second consecutive year. Leading employer research firm Energage, LLC manages the Top Workplaces USA program, which is based entirely on anonymous employee survey feedback. The award spotlights organizations that have strong connections with their employees and a culture of success.

Fisher Investments earned Top Workplaces USA recognition based on feedback from the firm’s thousands of US-based employees. Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. To participate, companies must have at least 150 employees and achieve a survey response rate of 35% or higher. Those with the highest overall average scores (in comparison to like-sized companies) qualify as Top Workplaces.

Top Workplaces in Financial Services

Top Workplaces

Fisher Investments was named to the Top Workplaces in Financial Services list for the second consecutive year. The prestigious Top Workplaces program—based exclusively on anonymous employee survey feedback—honors organizations that have strong relationships with their employees and foster a culture of success.

The list 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 organization. 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 industry) qualify as Top Workplaces in Financial Services.

2022 Training Apex

Training magazine

Training magazine awarded Fisher Investments with the prestigious Training APEX Award (formerly T100 & T125) for 2022. Training is the leading business publication for employee learning and development. This was the fourth consecutive year Training recognized Fisher Investments as a top employee-training provider.

The Training APEX awards are determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, 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 APEX awards 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 Its 2022 Training APEX Awards Winners.

Top Workplaces 2021: Best in Category

The Oregonian

Fisher Investments made The Oregonian’s 2021 list of Top Workplaces in Oregon and SW Washington, marking Fisher Investments’ fifth consecutive year earning the honor.

The award was based on employee ratings of statements regarding company benefits in the 2021 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. For more information, please visit: https://www.oregonlive.com/topworkplaces/2021/09/here-are-the-119-best-places-to-work-in-oregon-and-sw-washington-top-workplaces-2021.html.

Top 100 Places to Work

Dallas Morning News

Fisher Investments was named one of the 2018 Top 100 Places to Work in the Dallas-Fort Worth area by the Dallas Morning News.

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 Dallas Morning News works with Energage, a Philadelphia-based employee research and consulting firm, to determine the Top Workplaces in the Dallas-Fort Worth area based solely on employee survey feedback. Candidates for this award can be nominated by anyone. For more information, please visit: https://projects.dallasnews.com/top100/2018/detail/Midsize/21/ and https://projects.dallasnews.com/top100/2018/.

A Top Workplace in the Dallas/Fort Worth Metro Area

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/.

Top 20 Best Workplaces in Texas

Great Places to Work and Fortune Magazine

Fisher Investments has been named the 20th Best Workplace in Texas for 2019, by Great Place to Work (GPTW) and Fortune magazine.

GPTW analyzed 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 organization 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.

Great Place to Work® analyzed 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 organization 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: https://www.greatplacetowork.com/best-workplaces/texas/2019.

Candidate Experience (CandE) Award Winner

Talent Board

In 2020, Talent Board—the first non-profit research organization 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 organization 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 program. For more information, please visit: https://www.thetalentboard.org/cande-awards/the-cande-winners/.

Largest Employers in the Portland Metro Area

Portland Business Journal

In September 2021, Fisher Investments was named one of the largest employers in the Portland, Oregon metro area. For their list, the Portland Business Journal ranked employers in Oregon’s Clackamas, Multnomah and Washington counties and Washington’s Clark county.

Information was obtained from firm representatives through questionnaires, the Oregon Employment Department and the Washington Employment Security Department, and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by employment in Clackamas, Multnomah and Washington Counties in Oregon and Clark County in Washington.

Fisher Investments Europe

Wealth Manager of the Year

ADVFN

Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments, announced today that it has won the 2019 ADVFN International Financial Award for Wealth Manager of the Year, the fourth time it has received the honor. The ADVFN International Financial Awards, established in 2015, recognize 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, recognize 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: http://uk.advfn.com/awards_2015, http://uk.advfn.com/awards_2016, http://uk.advfn.com/awards_2017, and http://uk.advfn.com/awards_2019.

Great Place to Work – Certified ™

Great Place to Work®

Fisher Investments UK was Certified™ by Great Place to Work® for the second consecutive year. Great Place to Work® is an independent, global authority on workplace culture and employee experience. Fisher Investments UK was also recently recognized as one of the 2021 Best Workplaces™ for Women and 2021 UK Best Workplaces™ by Great Place to Work®.

To be considered for this certification, Great Place to Work® analyzed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organization 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 | The global authority on workplace culture.

UK Best Workplaces

Great Place to Work ®

Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.

UK’s Best Workplaces™ for Women

Great Place to Work® UK

Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. This marks the second consecutive year that Fisher Investments UK has received this honor. The award recognizes companies who are committed to building a better future for women in the workplace.

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. Great Place to Work® also uses its For All™ Methodology to analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.

Great Place to Work® is a recognized 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® UK anonymously surveyed many Fisher Investments UK 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 UK. 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: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.

UK's Best Workplace™ for Wellbeing

Great Place to Work® UK

In February 2022, Great Place to Work® UK recognized Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK was among the first organizations recognized in the UK’s Best Workplace™ for Wellbeing large company category rankings.

Great Place to Work® UK experts analyze thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfillment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK in 2021 to be eligible, and are evaluated according to their size.

Great Place to Work® UK is an independent authority on workplace culture and employee experience. 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 on Great Place to Work®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.

Grüner Fisher Investments

Great Place to Work – Certified ™

Great Place to Work®

For the third time, Grüner Fisher Investments (GFI) was certified as a "Great Place to Work". This recognition not only honors us as a top organization in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publicly 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®.

A Top Asset Manager

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 analyze 13,430 anonymized 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 https://www.capital.de/geld-versicherungen/das-sind-die-besten-vermoegensverwalter.

A Top Mittelstand Employer

Focus-Business magazine

In 2020, Grüner Fisher Investments has been 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 recognized” said a firm representative.

More than 950,000 companies and more than four million employee reviews were analyzed 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 https://www.kununu.com/de/gruener-fisher-investments.

Most Family-Friendly Companies in Germany and Austria

Kununu

Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) ranked Grüner Fisher Investments among their most family-friendly employers in Germany and Austria. They judged companies based on employees' anonymous reviews of work-life balance, career education and benefits.

Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) reviewed more than 2 million online reviews of over 200,000 companies to determine their list of the most family-friendly companies in Germany and Austria. They asked employees to rate their employers according to family friendliness. Employees were able to rate their employers anonymously, with a special focus on the following family-friendliness categories: superior behavior, work-life balance, equal rights, career education, salary and benefits and dealing with colleagues over age 45. In order to qualify for ranking, companies have to offer the following benefits: flexible working hours, home office, childcare and company pension schemes. Neither Grüner Fisher Investments nor its affiliates pay to be considered for this award.

kununu Top Company 2022

kununu

GFI received the prestigious Top Company 2022 Award from kununu, one of the leading European platforms for employer evaluation. Employees and candidates can rate their company on kununu in terms of working atmosphere, culture, communication and various social aspects. Only 5 percent of the companies listed on kununu meet the criteria to qualify for this award.

To be considered for a kununu “Top Company” recognition, a company must have at least six reviews from employees on the kununu platform. The employer must have an average employee rating score for the past twelve months must be at least 3.8 stars. There must also be at least one review in the last 12 months. Updated ratings are also considered as new ratings. Neither Grüner Fisher Investments nor its affiliates pay to be considered for this award.

Fisher Investments-401(k) Solutions

A 2020 Top Retirement Adviser

Financial Times

In 2020, Fisher Investments 401(k) Solutions was recognized 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, specialization in the 401(k) business, growth rate and plan participation rate.

*As of 3/31/2022

A Top Defined Contribution Advisor Firm

National Association of Plan Advisors

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 organization 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 recognized in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognizing 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:  https://www.napa-net.org/news-info/daily-news/announcing-2019-napa-top-dc-advisor-teams and https://www.usaretirement.org/napa-2019-top-dc-advisor-teams.

Fisher Investments-Institutional

#84 Largest U.S. - Based Asset Managers

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 – “US Equities” Category

Swiss Sustainable Funds Award

Fisher Investments was recognized by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.

This award recognizes 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.

Climetrics Fund Award

CDP

Fisher Investments was recognized by CDP, the leading global organization 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 recognize 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.