Swiss Sustainable Funds Award – “US Equities” Category

Presented By

Swiss Sustainable Funds Award

Years Awarded

2021

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. 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.

"We are proud to receive this award, which recognizes our firm's steadfast commitment to sustainable investing and helps energize our teams as we continue to develop our ESG capabilities in the years to come," said Fisher Investments' Senior Executive Vice President of Institutional, Justin Arbuckle. He added, "Responsible Investing is a priority at Fisher Investments. Our global, top-down investment process is well suited to ESG integration as the most prevalent ESG investment considerations are often macro in nature."

Fisher Investments CEO Damian Ornani stated, "We're honored to receive the prestigious Swiss Sustainable Funds Award. Fisher Investments has long believed in collaborating with our clients to develop strategies that meet their financial, environmental and social goals. This award is a reflection of the tremendous work our employees do on behalf of our clients."

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. Fisher Investments’ US Small Cap Core ESG strategy invests in small US value and growth equities consistent with the firm’s market outlook and environmental and social and governance (ESG) criteria.