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Fisher Investments

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          FI integrates a comprehensive ESG process throughout our equity portfolio construction process as previously detailed. FI does not integrate a comprehensive formalized ESG process in our fixed income portfolio construction as fixed income represents a small percentage of our overall assets under management.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          FI integrates a comprehensive ESG process throughout our equity portfolio construction process as previously detailed. FI does not integrate a comprehensive formalized ESG process in our fixed income portfolio construction as fixed income represents a small percentage of our overall assets under management .
        

Fixed income Corporate (securitised) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          FI integrates a comprehensive ESG process throughout our equity portfolio construction process as previously detailed. FI does not integrate a comprehensive formalized ESG process in our fixed income portfolio construction as fixed income represents a small percentage of our overall assets under management .
        

OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (non-financial)

Fixed income - securitised

Cash


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Closing module

12.2. Additional information. [Optional]


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