Fisher Investments UNPRI Assessment Report 2020

The UN Principles for Responsible Investment (UNPRI) is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. In 2020’s assessment report, the UNPRI awarded Fisher Investments with the highest score of an A+ for our Strategy & Governance and Incorporation modules, as well as an A for our Active Ownership module. Please reference the PRI assessment methodology, our full Assessment Report, and our Transparency Report.

1. Strategy & Governance (Score: A+)
Overarching approach to responsible investment and the incorporation of ESG issues into asset allocation.

2. Incorporation (Score: A+)
Incorporation of ESG factors into managed listed equity holdings.

3. Active Ownership (Score: A)
Engagement activities and proxy voting and shareholder resolutions.

Download the Fisher Investments UNPRI Assessment Report 2020

Investing in financial markets involves a risk of loss and there is no guarantee that all or any invested capital 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.