Responsible Investing at Fisher Investments

Fisher Investments takes a client-centric approach to responsible investments and is dedicated to continuously improving our capabilities in this space to meet and exceed our clients’ expectations.

  • Integration in Our Investment Process
  • Stewardship
  • Global Initiatives

Integration in the Investment Process

Fisher Investments evaluates and integrates financially material ESG information (such as environmental regulation, social policy, economic and market reforms, and labour and human rights) throughout the investment process to help reduce risk and/or enhance returns across most assets1 we manage.

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Stewardship

The objective of FI’s stewardship activities is to understand and evaluate companies to help reduce financially material risk and enhance returns.

Global Initiatives

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

  • Principles for Responsible Investment

  • Carbon Disclosure Project

  • UN Global Compact

Fast Facts


$27.5 billion

Value in accounts with ESG, religious and/or
socially responsible (SRI) guidelines as of
31.12.2025 .

Presented in USD.

PRI Signatory

Fisher Investments has been a PRI signatory since 2014.

20+ Years

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

Our History

Fisher Investments has been managing accounts with various thresholds of environmental and/or social guidelines since the mid-1990s. Over that time, we have expanded the depth of our responsible investing (RI) capabilities. We currently offer a wide range of RI 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 capitalisations.

We can accommodate many strategy types, including:

  • ESG
  • Best-in-Class
  • Impact
  • Paris-aligned/Net Zero/Low Carbon
  • Religious/Values-based

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

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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 31.12.2025 , we had over $27.5 billion USD in our ESG/SRI assets under management.