ESG Perspectives Newsletter Q3 2022

The ESG Perspectives Newsletter is published seasonally to keep the investment community abreast of Fisher Investments’ ESG capabilities and projects. This edition covers FI’s corporate engagement highlights, the US Supreme Court’s ruling on EPA authority, and our response to evolving regulations.

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  1. Corporate Engagement Highlights: Describes the progress FIIG and PMG made in persuading companies to strengthen their ESG performance – successes include developing a net-zero emissions goal and ceasing business operations in an area with prevalent human rights abuses.
  2. Engagement in Global Small Cap: Emphasizes the opportunity to engage small cap companies in order to better the investment universe by promoting ESG practices in an underserved part of financial markets.
  3. A Focus on Focus Lists: Recaps how FI’s Top-Down ESG Issues Assessment utilizes a combination of top-down quantitative and qualitative information to generate engagement focus lists.
  4. Supreme Court Limits EPA Authority: Provides background and FI’s perspective on the US Supreme Court’s ruling to limit the EPA’s authority to broadly cap carbon emissions from power plants.
  5. Preparing for Level 2 of the Sustainable Finance Disclosure Regulation: Describes how FI’s Responsible Investment team is working to meet requirements of the evolving SFDR Level 2 Regulation.
*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 A$263 billion* 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 31/03/2022)

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.