By Fisher Investments, 06/11/2023

ESG Perspectives Newsletter Q3 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.

2023 Corporate Engagement Update: Describes progress made in persuading companies to strengthen their ESG performance – successes include major changes to a company’s compensation program.
Engaging on Waste Management Topics in the Consumer Staples Sector: Describes our process for identifying waste management as a relevant topic for engagement with companies in the consumer staples sector. Provides three examples of how we conducted background research on particular companies and how this led to engagement dialogues.
Why Global Sustainable Equity Impact ESG: Provides details on the sustainable impact investing universe and our investment process.
FI’s Proxy Policy – A Focus on Environmental & Social Proposals: Provides details on how FI voted proxies in Q3 2023.
Austrian Ecolabel Updates: Provides details on the benefits/requirements in maintaining the Austrian Ecolabel and notes that we have been awarded the label for two funds.
Hydrogen Overview: Describes increased interest in hydrogen-related investments with more opportunities to decarbonize carbon-intensive industries.

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*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.

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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.