We Evaluate and Integrate Financially Material ESG Information Throughout Our Investment Process
Our Investment Process
Top-Down Investment Process
Fisher Investments employs a top-down investment process, leveraging a large research team to help make sense of a complex and vast investment landscape. ESG information is amongst the many drivers considered by FI’s Capital Markets Analysts and the Investment Policy Committee (IPC)when developing country, sector, and thematic preferences. Environmental regulation, social policy, economic and market reforms, and labour and human rights are examples of ESG information considered, when relevant, in determining country and sector/industry allocations. FI’s strategy and positioning reflects our outlook over the next 12–18 months.
Bottom-Up Investment Process
Securities Analysts covering specific industries conduct their bottom-up fundamental research on prospect lists of companies. This fundamental review includes environmental or social thematic opportunities and risk assessment. Examples of operational risk assessments include, but are not limited to, corporate governance, environmental, and labour and human rights controversies.
Generally, FI would choose not to invest in companies when, in its opinion, security level issues: present an inordinate risk to a company’s operational or financial performance or appear to present undue headline risk to share price performance.
How Does Our Top-Down Process Benefit Responsible Investors?
Fisher Investments believes that asset allocation and sub-asset allocation decisions are critical to long-term investment success and that our top-down investment process is particularly well suited to building successful responsible investing portfolios.
FI’s Responsible Investment Philosophy Statement: We believe investors maximise the likelihood of achieving both their desired performance goals and sustainability objectives through an investment process that integrates consideration of environmental, social, and governance factors at the country, sector, and security levels. This approach is strengthened by corporate engagement, supported by proxy voting, and guided by client-specific priorities such as positive portfolio targeting and harm avoidance.
Contact us to learn more about our ESG/Responsible Investment (RI) Strategies & Capabilities.
Learn more about our ESG/RI strategies todayResponsible Investment Policy Statement
Learn more about how Fisher Investments considers ESG factors throughout our investment process.
Download Our PDFNieuws en inzichten
-
In het nieuws La bulle de l'IA est-elle prête à éclater ?2026-01-14
-
In het nieuws De ervaringen van Fisher Investments België met de impasse in Nederland2026-01-13
-
In het nieuws De ervaringen van Fisher Investments België: economische cijfers zeggen niet alles2025-12-01
-
In het nieuws De ervaringen van Fisher Investments België: politieke instabiliteit en de impact ervan op de markten2025-11-04
