Fisher Investments' UNPRI Assessment Report 2020

The UN Principles for Responsible Investment (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.

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.

*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.
About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $197 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 Private Client Group International, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 100,000 clients. 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 3/31/2022)