We believe 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 maximizes 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, we regularly screen and tailor our investment approach for accounts depending on any particular social and environmental guideline mandated by the client.
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As part of the investment process, we evaluate 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, our 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 we discharge our responsibilities under the UK Stewardship Code of the Financial Planning Council.
> As of 06/30/2018 we had over $20 billion USD in our ESG/SRI asset under management.
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $107 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 55,000 high net worth individuals. Founder and Executive Chairman 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 03/31/2019. Includes Fisher Investments and its subsidiaries.)