Responsible Investing at Fisher Investments

Fisher Investments considers environmental, social and governance (ESG) factors throughout the investment process across most assets1 we manage. We believe ESG investors are best served by an investment process that considers both top-down and bottom-up factors.

  • Integration in Our Investment Process
  • Corporate Engagement
  • Global Initiatives
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Integration in Our Investment Process

Fisher Investments evaluates and integrates sustainability risks and ESG factors throughout our investment process. These are among the many drivers considered when developing country, sector and thematic preferences.

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Corporate Engagement

Fisher Investments holds meetings with the management of many of the companies we invest in to discuss ESG issues we feel are pertinent to analyzing the company or better understanding peers or relevant industry factors.

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Global Intiatives

We participate in several responsible investment networks and initiatives across the globe. These include:

  • Principles for Responsible Investment

  • Climate Action 100+

  • UN Global Compact

Fast Facts


$13.8 Billion

Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
9/30/2022.

PRI Signatory

Fisher Investments has been a PRI signatory since 2014.

20+ Years

Fisher Investments has two decades of experience managing accounts with various thresholds of environmental and social guidelines.2

Photograph of the Woodside, California location

Our History

Fisher Investments has been managing accounts with various responsible investing thresholds for over two decades. Over that time, we have expanded the depth of our responsible investing capabilities. We currently offer a wide range of ESG strategies, including impact-related strategies that incorporate the UN Sustainable Development Goals.

Fisher Investments’ responsible investment offerings include over 25 strategies across multiple geographies (global, US, emerging markets) and market capitalizations.

We can accommodate many strategy types, including:

  • ESG

  • Socially responsible investing

  • Sustainable equity impact

  • Ex-fossil fuel mandates

Fisher Investments is capable of tailoring the investment approach for separately managed accounts depending on any specific guidelines mandated by the client.

The Fisher Investments ESG Philosophy Statement:

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 clients' investment goals and ESG policies seeks to maximize the likelihood of achieving desired performance and improving environmental and social conditions worldwide.

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Contact Us

Want to learn more about our institutional investing capabilities?

1-800-550-1071

Current Institutional Clients

1-650-851-3334

Statements and Policies


UK Stewardship Code

How we discharge our responsibilities under the UK Stewardship Code of the Financial Planning Council. More Details.


EW/EAA Equities Shareholder Engagement Policy

Our engagement policy in accordance with Shareholder Rights Directive II. More Details.



1Certain types of investments, including cash, cash equivalents, currency positions, certain derivatives, exchange traded funds and exchange traded notes are not evaluated for ESG factors as FI believes it is not practicable to do so.

2Fisher Investments has been managing accounts with various thresholds of environmental and social guidelines for over two decades. Over that time, we have expanded the depth of our responsible investment capabilities and currently offer a wide range of ESG strategies including impact-related strategies incorporating the UN Sustainable Development Goals (SDGs). As of 9/30/2022, we had over $13.8 Billion USD in our ESG/SRI assets under management.