Fisher Investments

Texas
Diversified Financials

Corprate Bias Ratings

Risk Level:

Rating - Clear
Lower Risk

Fisher Investments, which is an independent investment advisor, has not publicly terminated business relationships based on views or beliefs. However, the company does not publish a nondiscrimination policy or charitable giving guidelines. Fisher Investments supports ESG within its business practices and is a member of several climate-focused alliances. However, the company has not used its corporate funds or lobbied for ideological purposes. For these reasons, Fisher Investments receives a Lower Risk rating.

Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

Has denied service to customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level
Rationale

Fisher Investments has not publicly fired customers, suppliers, or vendors based on political views or religious beliefs. While Fisher Investments provides ESG and similar cause-oriented investment options for clients, the firm does not screen out industries or companies based on views, beliefs, or operations

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
N/A
Rationale

Fisher Investments does not publish charitable giving guidelines.

Criteria

Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.

Risk Level
Rationale

Fisher Investments does not publish a nondiscrimination policy (1).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.

Risk Level
Rationale

Fisher Investments supports ESG within its business practices. The company stated “Fisher Investments evaluates and integrates sustainability risks and ESG factors throughout our investment process.” (1). The company is a member of several climate-focused alliances and initiatives, including UN Global Compact and Climate Action 100+ (2)(3).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

Fisher Investments has not used corporate funds to advance ideological causes, organizations, or policies (1).

Criteria

Uses corporate political contributions for ideological, non-business purposes.

Risk Level
Rationale

Fisher Investments does not operate a PAC at this time and has not lobbied for ideological purposes (1)(2).

All links were last accessed and all information was updated on:
October 3, 2023

Company reports are intended for educational use only. Full Disclaimer

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