Fisher Investments
Fisher Investments (FI) has managed accounts with environmental, social and governance (ESG) and responsible-investing guidelines for over three decades. FI offers a range of ESG strategies, including those aligned with UN Sustainable Development Goals. FI integrates financially material ESG factors throughout the investment and portfolio construction process and is an active owner by voting proxies and conducting direct corporate engagements. FI’s flexible investment process and experience managing ESG/Socially Responsible Investment (SRI) mandates allows for the incorporation or diverse, custom ESG criteria where desired.
Disclaimer
Fisher Investments Ireland Limited, an Irish private limited company, is registered, along with its trading name, Fisher Investments Europe (FIE), with the Companies Registration Office in Ireland (#623847 and #629724), authorised and regulated by the Central Bank of Ireland, is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). FIE outsources portfolio management to the parent company FI. FI is an investment adviser registered with the US Securities and Exchange Commission (SEC). As of 30 September 2025, assets valued over $362 billion USD. All assets as of 30 September 2025 in this document are preliminary and subject to reconciliation of accounts. FI and its subsidiaries consist of three business units – Fisher Investments Institutional Group (FIIG), Fisher Investments US Private Client Group, and Fisher Investments Private Client Group International. FIIG services significantly all of FI’s institutional accounts. Fisher Investments US Private Client Group and Fisher Investments Private Client Group International serve a variety of equity, fixed income, and balanced assets for a substantial majority of the firm's private client accounts. For separately managed accounts, we would like to propose a sub-advisory relationship where FIE serves as the investment manager and FI serves as the sub-investment manager. FI’s Investment Policy Committee (IPC) is responsible for all investment decisions for the firm’s strategies. Unless otherwise specified, references to investment professionals, operations personnel, and middle and back office personnel are references to Fisher Investments employees. “We”, “our,” “us” and “the firm” generally refer to the combined capabilities of Fisher Investments and its subsidiaries. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns.
