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By Fisher Investments, 11/04/2023

ESG Perspectives Newsletter Q1 2023

The ESG Newsletter is published bi-annually to keep the investment community abreast of Fisher Investments’ ESG capabilities and projects. This edition covers FI’s corporate engagement highlights, updates on our international responsible investment initiatives, and more.

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  1. 2022 Corporate Engagement Highlights: Describes the progress FIIG and PMG made in persuading companies to strengthen their ESG performance – successes include developing a carbon neutral goal, commissioning an independent human rights risk assessment and ceasing business operations in an area with prevalent human rights abuses.
  2. Client Co-Engagement at FI: Describes our client co-engagement process in detail, including benefits for those clients that choose to participate.
  3. Value Investing in ESG: Discusses how value opportunities remain abundant after application of Fisher’s ESG process in addition to how value-oriented sectors and industries are still very much investible within ESG strategies.
  4. An Update on FI’s Recent PRI & UK Stewardship Code Assessments: Provides background on FI’s 2021 PRI Scores in addition to our continued progress within our stewardship program to remain a signatory to the UK Stewardship Code.
  5. Implications of SFDR: Describes how FI has adapted to the EU’s Sustainable Finance Disclosure Regulation’s definition of a sustainable investment in addition to details on FI’s first Emerging Markets Paris-Aligned Strategy.

*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.


About Fisher Investments Australasia

Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 31/03/2024)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.