Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX)

Overview

The company operates as a fund adviser focusing on investments in global equity securities, with a particular emphasis on companies that align with robust environmental, social, and governance (ESG) guidelines. It aims to generate returns for investors by identifying and investing in common stocks worldwide, including emerging markets, that not only promise financial growth but also align with sustainable and responsible investment criteria. The fund commits to investing a significant portion of its assets, at least 80%, in stocks that meet these ESG standards at the time of investment, underpinning its dedication to principled investing practices.

Products and Services

• Global Equity Securities

This product focuses on investing in a diverse portfolio of equity securities across various global markets, including developed and emerging markets. The aim is to provide investors with exposure to international growth opportunities, while diversifying investment risks. The selection criteria for these securities heavily emphasize their performance against established environmental, social, and governance guidelines, ensuring investments contribute to sustainable and responsible business practices worldwide.

• ESG-Guided Investment Portfolio

The core of the fund’s strategy is its commitment to investing in companies that meet specific ESG criteria. This service caters to investors who are not only seeking financial returns but also want to ensure their investments have a positive impact on the world. The fund evaluates potential investments based on their environmental policies, social responsibility, and governance practices to make sure they align with the fund’s ESG guidelines. This approach targets long-term sustainability and ethical engagement in investment choices.

• Emerging Markets Investments

Recognizing the potential for high growth rates in developing economies, this service area focuses on identifying and investing in promising companies within emerging markets. These investments provide the dual benefit of supporting economic growth and development in these regions while seeking to capitalize on the potential for higher returns compared to more mature markets. Investments in emerging markets are chosen not just for their growth potential but also for their adherence to the fund's ESG standards, marrying financial objectives with ethical investment practices.