Swiss Sustainable Funds Award
Fisher Investments was recognized by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
The Central Labeling Agency (CLA) of the Belgian SRI label
The ‘Towards Sustainability’ quality standard and label were developed on the initiative of Febelfin (the Belgian financial sector federation) with an objective to qualitatively and quantitatively increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. As of July 2021 Fisher Investments has two strategies carrying the ‘Towards Sustainability’ label: Fisher Investments Institutional US All Cap ESG and Fisher Investments Institutional Emerging Markets Responsible Equity ex-Fossil Fuels.
The Citywire Deutschland Award 2021, based in Germany, recognized Fisher Investments as the “Best Fund Manager” in the Global Equities category. The “Best Fund Manager Awards” are given to the asset managers who have achieved the highest risk-adjusted performance in a specific category over the past three years up to August 31, 2021.
Fisher Investments was recognized by CDP, the leading global organization measuring the environmental effects of companies, investment funds, cities, regions, and countries. CDP awarded Fisher Investments' Emerging Markets ex-Fossil Fuels Equity product with a 2021 Climetrics Award.
The Federal Ministry for Sustainability and Touris: Republic of Austria
The Austrian Ecolabel is awarded to products and services that represent more environmentally compatible options within a range of comparable products offered. Financial products, awarded with the Ecolabel, must fully meet the relevant criteria of Ecolabel Guidelines’ three primary priorities. One, a sustainable financial product must be able to identify companies that deliver a positive performance for the society and the environment. Two, uses a research process that meets the quality standards defined in the Austrian Ecolabel guidelines. Three, meets transparency requirements guarantying that investors can get a clear picture of the sustainable investment strategy, the portfolio and issues included therein. As of July 2021 Fisher Investments has one product carrying the Austrian Ecolabel: Fisher Investments Institutional Emerging Markets Responsible Equity ex-Fossil Fuels.
The Principles are a set of aspirational ideals developed by a group of institutional investors and supported by the United Nations. The Principles reflect the increasing relevance of environmental, social and governance (ESG) issues in investing.
Led by the United Nations, the UN Global Compact is an initiative based on company commitments to responsible business practices in the areas of human rights, labor, the environment and corruption. The Ten Principles of the UN Global Compact help participating businesses demonstrate their responsibility to people and the planet.
CDP is a not-for-profit charity that runs a global disclosure system to investors, companies and municipalities to manage their environmental impacts.
Climate Action 100+ is an investor-led initiative to engage with the companies on improving climate change governance, cutting emissions and strengthening climate-related disclosures. The initiative’s goal is to ensure that corporate greenhouse gas emitters take action on climate change.
Created by the Financial Stability Board (FSB), the TCFD creates voluntary, consistent climate-related financial risk disclosures for firms to provide for investors, lenders, insurers, and other stakeholders.
Conservation International is an environmental organization dedicated to securing nature’s benefits to humanity through fieldwork and innovations in science, policy and finance. The Emerald Circle is a community of supporters dedicated to advancing Conservation International’s work around the world.
Japan’s Stewardship Code is a set of regulatory guidelines set down by the Financial Services Agency (FSA) to establish the fiduciary duty by institutional investors on behalf of their clients. The Principles inform institutional investors on their responsibilities to enhance long-term returns by improving and fostering companies’ corporate value and sustainable growth.
Great Place to Work®
For the fifth year in a row Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed more than 2,100 Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments.
Great Place to Work® UK
Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. This marks the second consecutive year that Fisher Investments UK has received this honor. The award recognizes companies who are committed to building a better future for women in the workplace.
Fisher Investments was named to the 2022 Top Workplaces USA list for the second consecutive year. Leading employer research firm Energage, LLC manages the Top Workplaces USA program, which is based entirely on anonymous employee survey feedback. The award spotlights organizations that have strong connections with their employees and a culture of success.
Fisher Investments was named to the Top Workplaces in Financial Services list for the second consecutive year. The prestigious Top Workplaces program—based exclusively on anonymous employee survey feedback—honors organizations that have strong relationships with their employees and foster a culture of success.
In 2020 and for the second year in a row, Training magazine—the leading business publication for Learning and Development professionals—included Fisher Investments as an award winner in its Training Top 125 list. The Training Top 125 list ranks companies’ excellence in employer-sponsored training and development programs. Fisher Investments was ranked 107th in 2019 and 66th in 2020.
Fisher Investments was recognized by the Association for Talent Development (ATD) as a 2022 BEST Award winner. This is the fourth consecutive year Fisher Investment has earned a place on ATD's list. ATD, the world’s largest professional talent development association, represents private and public organizations and executives in over 120 countries across every industry.
Fisher Investments was recognized on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognize the industry's elite investment adviser firms in the United States.
Better Business Bureau
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The rating is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.
This award recognizes the top performing US equity strategies most committed to socially responsible investment practices. The Swiss Sustainable Funds Awards winners are selected by an independent committee, which evaluates funds and asset managers on qualitative and quantitative factors, including investment process, sustainability objectives, management team quality and performance history.
Financial products are awarded the ‘Towards Sustainability’ label by the Central Labeling Agency (CLA) of the Belgian SRI label based on adherence to the ‘Towards Sustainability’ quality standard (for sustainable financial products).
These are based on the individual track records of all strategies that they managed in the category over this period. To qualify, asset managers must manage a strategy that is approved for being offered in Germany. Investing in securities involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is never a guarantee of future returns. For more information about the award and Citywire’s methodology, please see their website: https://Citywire.de/news/die-Citywire-deutschland-awards-2021/a1561920.
The annual Climetrics Fund Awards recognize the top five Global, European, US, and Emerging Markets equity products for environmental performance. Award winners are selected from a universe of approximately 20,000 products based on their underlying "Climetrics" scores. Climetrics scores are based on a product's portfolio holdings, investment policy and governance of environmental issues. FI did not pay a fee to participate in the award.
Financial products are awarded the Austrian Ecolabel based on adherence to the Austrian Ecolabel standards “UZ 49” after an independent audit and confirmation by a qualified control body.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed more than 2,100 Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organizations and Our Metholodolgy.
Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® UK anonymously surveyed many Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.
Fisher Investments earned Top Workplaces USA recognition based on feedback from the firm’s thousands of US-based employees. Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. To participate, companies must have at least 150 employees and achieve a survey response rate of 35% or higher. Those with the highest overall average scores (in comparison to like-sized companies) qualify as Top Workplaces.
The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their industry) qualify as Top Workplaces in Financial Services.
Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranks money managers based on total worldwide institutional assets under management as of 12/31/2020. To participate in this survey, participants must submit an online questionnaire. Neither Fisher Investments nor its affiliates pay to apply for or be considered for this award. For more information, please visit: https://www.pionline.com/managers2021 .
The Top 125 ranking is determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, how closely such development efforts are linked to business goals and objectives, and their effectiveness in terms of business impact. Companies that wish to be considered for Top 125 ranking complete a detailed application, which is scored both quantitatively (73 points) by an outside research and statistical data company and qualitatively (52 points) by Training magazine editors and Top 10 Hall of Fame representatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit: https://trainingmag.com/training-magazine-announces-2020-training-top-125-winners/.
The BEST Awards recognize organizations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organizations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organization's culture, Learning links to individual and organizational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit https://www.td.org/best-award-winners.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.
The Better Business Bureau (BBB) strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behavior, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. The BBB accreditation standards include a commitment to the following principles: building trust, advertising honestly, honesty, transparency, honoring promises, safeguarding privacy and integrity. Neither Fisher Investments nor its affiliates pay to be considered and selected for this rating. For more information, please visit: https://www.bbb.org/us/ca/woodside/profile/investment-advisory-services/fisher-investments-1116-42731 and https://www.bbb.org/overview-of-bbb-ratings.