ESG Perspectives Newsletter Q2 2021

The ESG Perspectives Newsletter is published seasonally to keep the investment community abreast of Fisher Investments’ ESG capabilities and projects. Thus far, 2021 has been an impactful year for ESG at Fisher Investments. Our Emerging Markets ex-Fossil Fuels Equity strategy earned CDP's prestigious "Climetrics" award for top climate strategy (March 2021), the Austrian Ecolabel (April 2020), and Toward Sustainability Label (May 2021). In addition, we continued to push data boundaries through our proprietary ESG research.

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Key Points

ESG Program at a Glance

  • FI ESG Program at a Glance
  • Why Small Cap Engagement
  • How does FI Handle Engagement Escalations

Top-Down ESG Research

  • Value for ESG Investors
  • Top-Down ESG Considerations in South Africa
  • How Does an Active Top-Down Approach Handle the Nuances of ESG Investing?

ESG at Fisher

  • FI’s Compliance with Sustainable Finance Disclosure Regulation
  • How Environmentally Friendly are FI’s Offices?
*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 $261 billion (AUD)* in assets for over 100,000 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 30/09/2021)

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.