Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund (IAFEX)
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Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is dedicated to investing in foreign equity securities, including those in emerging markets, with a focus on meeting strict environmental, social, and governance (ESG) guidelines. By prioritizing investments in foreign common stocks that align with these ESG criteria, the fund aims to achieve its investment objective while adhering to responsible investment principles. The fund employs a strategy that includes the utilization of depositary receipts, such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), to facilitate investment in appropriate issuers, ensuring a broad and flexible approach to international investing. This strategy is designed to cater to investors seeking exposure to foreign markets through a process that emphasizes sustainable and ethical practices.
Products and Services
- Foreign Equity Investments
The core of the fund's portfolio is made up of foreign equity securities, with a significant emphasis on companies located in emerging markets. By targeting investments outside the domestic sphere, the fund provides exposure to a diverse range of economic environments and growth potentials, aspiring to harness the dynamic nature of international markets.
- ESG-Focused Investment Strategy
Investing at least 80% of its assets in foreign common stocks that adhere to its ESG guidelines at the time of investment, the fund integrates environmental, social, and governance factors into its investment analysis and decision-making processes. This approach reflects a commitment to responsible investing, aiming to generate sustainable, long-term returns for investors while contributing to positive societal outcomes.
- Depositary Receipts
The fund may invest in appropriate issuers through depositary receipts, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). This method enables the fund to hold shares in foreign companies more easily and efficiently, broadening its access to global markets. Depositary receipts represent a strategic tool within the fund's approach, allowing for enhanced liquidity and flexibility in executing its international investment strategy.
