Responsible Investment Newsletter 2026

The Responsible Investment (RI) Newsletter is published annually to provide updates on Fisher Investments’ RI capabilities and projects. The piece tends to cover our recent RI initiatives and research. This current version includes:

1. Corporate Engagement Update: Describes the efforts of FIIG and PMG to persuade companies to strengthen their ESG performance during 2025.
2. Big Opportunities in Small Cap Engagement: Provides an in depth look at our efforts to engage small cap companies, including the benefits of doing so, process, and positive outcomes that came as a result.
3. Scaling Market Impacts from Shifting Alt. Energy Investments After OBBBA: The purpose of the article is to review alternative energy growth trends in the wake of the One Big Beautiful Bill Act (OBBBA).
4. Australia-US Materials Agreement: Covers the 2025 critical minerals agreement between the US & Australia, including an overview and FI’s perspective.
5. Rising Methane Emissions: Understanding the Financial Risks & How Engagement Can Play an Important Role: Explains financial risks associated with rising methane emissions, risk mitigation efforts for portfolios, and FI’s engagement efforts on the topic.