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
Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
Fisher Investments has been a PRI signatory since 2014.
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.
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 6/30/23, we had over $17 Billion USD in our ESG/SRI assets under management.