Fisher Investments believes ESG investors are best served by an investment process that considers both top-down and bottom-up factors. Integrating ESG analysis at the country, sector and stock levels consistent with clients’ investment goals and ESG policies maximises the likelihood of achieving desired performance and improving environmental and social conditions worldwide.
Fisher Investments considers environmental, social and governance issues in the investment and portfolio construction process. Further, Fisher Investments regularly screens and tailors its investment approach for separately managed accounts depending on any particular social and environmental guideline mandated by the client.
Consider the following when viewing the above chart:
As part of the investment process, Fisher Investments evaluates the risk ESG issues may present to stock performance. ESG issues are examined on a case-by-case basis, and are willing to consider the potential impact of all types of ESG concerns. Further, Fisher Investments' ongoing analysis of global political drivers can influence security selection tied to potential political or regulatory risks companies face surrounding ESG issues.
Factors to be considered when constructing an ESG portfolio.
How Fisher Investments discharges its responsibilities under the UK Stewardship Code of the Financial Planning Council.
*As of 31/12/2019 Fisher Investments had over $17 billion USD in its ESG/SRI asset under management.
Fisher Investments Europe was established in London, England in 2000. Fisher Investments Europe offers the portfolio management services of its parent company, Fisher Investments, an independent money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than £91 billion* in assets for over 68,000 private clients and 150 institutional 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 31/12/2019. Includes assets under management of Fisher Investments, its subsidiaries and affiliates.)