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.
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.
*As of 30/09/2020 Fisher Investments had over $16 billion USD in its ESG/SRI asset under management.
In accordance with Fisher Investments Ireland Limited’s (FII) shareholder engagement policy, please review the proxy voting reports provided on this page for the annual disclosure on how such policy has been implemented for the previous year. As noted in such policy, the proxy voting reports only include data for FII’s clients who have authorized and directed FII to vote proxies. Only certain Fisher Investments Institutional Group clients have given FII such authorization and direction. Therefore, there is no proxy voting report (and therefore no annual disclosure under FII’s shareholder engagement policy) for non-institutional clients of FII.
Investing in financial 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. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.
Fisher Investments Ireland Limited, trading as Fisher Investments Europe, is authorised and regulated by the Central Bank of Ireland (CBI), and is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). Fisher Investments Europe delegates portfolio management to its parent company, FI.