Awards and recognition for Ken Fisher,
Fisher Investments and its affiliates.
Fisher Investments
Best Financial Advisory Firms
Fisher Investments was recognized by USA Today and Statista as a 2023 Best Financial Advisory Firm. USA Today and Statista chose winners based on peer and client recommendations collected via an independent survey as well as asset management growth over a five-year period. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.
Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://www.statista.com/page/best-financial-advisory-firms-2023#51d188ee29f8d03a6e000009.
A Top Adviser
Fisher Investments was recognized on theFinancial Times’2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognize the industry's elite investment adviser firms in the United States.
The Financial Times Top 300 Registered Investment Advisers list is an independent recognition produced by the Financial Times (June 2014, June 2015, June 2016, June 2017, June 2018, June 2019 and June 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit:https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.
A Top US-Based RIA
As of August 2022, Fisher Investments was named one of InvestmentNews’ Top US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its RIA List, InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria. To access the full list and criteria for consideration, please visit the following link: https://www.investmentnews.com/top-fee-only-rias-in-2022-225666. Fisher Investments pays a fee for promotion and logo distribution rights.
Better Business Bureau Rated
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The rating is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.
The Better Business Bureau (BBB) has determined that Fisher Investments meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services. BBB strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behavior, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. Fisher Investments pays an annual membership fee to be eligible for consideration. For more information, please visit:https://www.bbb.org/us/ca/woodside/profile/investment-advisory-services/fisher-investments-1116-42731andhttps://www.bbb.org/overview-of-bbb-ratings.
One of the Largest Money Managers
For the seventh time, Fisher Investments was included on Pensions & Investments’ list of the world’s 500 largest money managers—which is based on total worldwide institutional assets under management.
5 Star Rating
In 2022, Fisher Investments earned a 5 star rating by investor.com. This rating recognizes firms who are aligned with investor.com’s passion for consumer advocacy and fairness in the practice of professional financial advice. investor.com is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. Every month, investor.com downloads hundreds of thousands of data points from the SEC IAPD database. That data is then fed into a scoring algorithm to rate firms on overall trustworthiness based on their regulatory records and potential conflicts of interest. Firms that are rated 4.5 or 5 stars by the algorithm are considered eligible to support and champion investor.com’s mission.
Investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm and/or from collected publicly-available data from the SEC; participation of a Registered Investment Advisory Firm in investor.com’s review, including any Mission Supporters Program Fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s future performance. See investor.com for additional disclosures, including “investor.com Trust Algorithm.” Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.
Active Manager of the Year
In May 2022, Fisher Investments and its affiliates were recognized as 2022 Active Manager of the Year by MoneyAge at its fourth annual Asset Management awards.
Established in 2017, MoneyAge is a London-based magazine catering to financial sector participants and service providers. The MoneyAge Active Manager of the Year award's objectives are to honor outstanding firms in the various asset management fields including recognizing excellence in client service and support. An independent panel of expert judges from within the sector consider factors including customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: Winners 2022 // Asset Management Awards (moneyage.co.uk)
Largest Money Management Firms in Oregon & Southwest Washington
In July 2019, Fisher Investments was named one of the largest money management firms in Oregon and Southwest Washington. For their list, the Portland Business Journal ranked employers in Oregon and Washington’s Clark County.
Information was obtained from firm representatives through questionnaires and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by assets under management as of May 31, 2019.
Wealth & Asset Management Awards – Equities Manager of the Year
MoneyAge recognized Fisher Investments and its affiliates as their 2023 Equities Manager of the Year at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognized as Equities Manager of the Year by MoneyAge and follows a 2022 MoneyAge recognition as Active Manager of the Year.
MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit:https://www.moneyage.co.uk/assetmanagementawards/winners23.php
Citywire 50 Growers Across America
Fisher Investments, one of the world’s largest independent, fee-only investment advisers, was named to Citywire RIA’s 2023, "50 Growers Across America". The list highlights the fastest growing Registered Investment Adviser (RIA) firms in the country, determined by each company’s growth across various factors in 2022. Per Citywire RIA, Fisher Investments had the “highest growth factor score” of any firm on the list.
To be eligible for the Citywire RIA“50 Growers Across America” list, firms must be independent RIAs that file their own Form ADV with the SEC and provide financial planning and related services to clients. Citywire RIAlooked at eligible firms’ growth in 2022 across three categories: percentage growth in assets under management (AUM), monetary growth in AUM and percentage growth in employees. Citywire RIA uses these figures to create a “growth factor” score with companies scoring highest by state being named to the list. No fees or other considerations are required from RIAs to be included in the Citywire RIA ranking. Fisher Investments pays a fee for promotion and logo distribution rights.
Ken Fisher
Longest Continually Running Forbes Columnist
Founder Ken Fisher’s “Portfolio Strategy” column forForbesran from 1984 through 2016, making him the longest continually running columnist in the magazine’shistory.
A Top 30 Most Influential Advisor
In 2010, Ken Fisher was included onInvestment Advisor’s "Thirty for Thirty" list of the 30 most influential individuals in and around theinvestment managementprofession over the last three decades.
Investment Advisor’s "Thirty for Thirty" list of the 30 most influential individuals in and around the investment management profession over the last three decades includes individuals which Investment Advisor noted as having been the most influential in building the independent advisor profession. Investment Advisor recognizes the thirty individuals under the following categories: Pioneers & Practitioners, Iconoclasts & Visionaries and Partners & Politicians. Ken Fisher was included in the Pioneers and Practitioners category. For more information, please visit: http://www.thinkadvisor.com/2010/05/01/30-for-30-interviews-ken-fisher?slreturn=1509486577.
25 Most Influential People in the Advisor Universe
In 2011, Ken Fisher was included on Investment Advisor’s annual list of the 25 most influential people in the adviser universe.
2011, Investment Advisor ranked and published a list of the 25 most influential people in and around the advisor universe in the order of their importance—based on internal criteria. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: www.thinkadvisor.com/2011/04/25/special-report-the-2011-ia-25-most-influential-peo.
Recognized by Top Workplaces for our Diversity and Inclusion Program
Fisher Investments was named a 2022 Top Workplace for diversity and inclusion (D&I). Fisher Investments was selected based on anonymous employee survey feedback about culture drivers critical to organizational success.
This recognition is based on anonymous employee feedback gathered through a third-party survey administered by Energage, LLC and the Top Workplaces organization. The anonymous survey measures 15 culture drivers that Top Workplaces identifies as critical to organizational success. To qualify, companies must have 150 or more employees in the United States and achieve a workplace survey response rate of 35%+. Companies with the highest overall average scores (in comparison to like-sized companies within their industry) were named a Top Workplace . Fisher Investments pays a fee for promotion and logo distribution rights.
Women in Asset Management USA “Employer of the Year”
Fisher Investments, one of the world's largest independent, fee-only investment advisers, was recognized byDiversityQas "Employer of the Year" at their third annual Women in Asset Management USA Awards. Bonhill Group PLC'sDiversityQadvocates diversity and inclusion in the workplace to create corporate cultures where everyone is heard and respected.In recognizing Fisher Investments,DiversityQnoted the firm's goal to "guide and give opportunities for career development as well as a huge focus on investing in the future of their talents."
To determine the “Employer of the Year” award, a panel of independent judges examined US-based firms on multiple factors, including professional training and advancement opportunities, programs to increase employees' well-being, and efforts to create a more diverse and inclusive work environment. For more information, please visitWIAM Awards | Bonhill PLCandUS Nomination Guidelines - Women in Asset Management.
Neither Fisher Investments nor its affiliates pay to be considered for this award.
Great Place to Work – Certified ™ - USA
For the sixth year in a row, Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organizations and Our Methodology.
ATD BEST Award
Fisher Investments was recognized by the Association for Talent Development (ATD) as a 2022 BEST Award winner. This is the fourth consecutive year Fisher Investment has earned a place on ATD's list. ATD, the world’s largest professional talent development association, represents private and public organizations and executives in over 120 countries across every industry.
The BEST Awards recognize organizations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organizations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organization's culture, Learning links to individual and organizational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit https://www.td.org/magazines/td-magazine/2022-best-award-winners-list.
Top Workplaces USA
Fisher Investments was named to the 2023 Top Workplaces USA list for the third consecutive year. Leading employer research firm Energage manages the Top Workplaces USA program, which recognizes organizations with a people-first culture of excellence.
Top Workplaces works with Energage, a Philadelphia-based employee research and consulting firm, to determine the Top Workplaces in the United States based solely on employee survey feedback. Fisher Investments earned Top Workplaces USA recognition based on feedback from the firm’s thousands of US-based employees. Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. To participate, companies must have at least 150 employees and achieve a survey response rate of 35% or higher. Those with the highest overall average scores (in comparison to like-sized companies) qualify as Top Workplaces. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://topworkplaces.com/award/top-workplaces-usa/.
Top Workplaces in Financial Services
Fisher Investments was named to the Top Workplaces in Financial Services list for the third consecutive year. The prestigious Top Workplaces program—based exclusively on anonymous employee survey feedback—honors organizations that have strong relationships with their employees and foster a culture of success.
The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their industry) qualify as Top Workplaces in Financial Services. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://topworkplaces.com/award/financial-services/.
Culture Excellence in Compensation & Benefits
Fisher Investments earned the 2023 Top Workplaces Culture Excellence recognition for Compensation and Benefits. Issued by Energage, the research company with more than 16 years of experience surveying over 27 million employees at 70,000 organizations, Top Workplaces awards are based solely on employee feedback.
Energage, LLC analyzes anonymous employee feedback gathered through a survey of 15 areas measuring an organization’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. The Top Workplaces for Compensation & Benefits award celebrates organizations that provide packages employees believe are fair for the work being done and compared to others in the industry. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://topworkplaces.com/company/fisher-investments/.
2023 Training Apex Award
Fisher Investments earned the prestigious Training APEX Award (formerly T100 & T125) for 2023—the fifth consecutive year Fisher Investments has been recognized as a top employee-training provider. Training is the leading business publication for employee learning and development (L&D), and their APEX Awards recognize organizations that excel in employee L&D.
The Training APEX awards are determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, how closely such development efforts are linked to business goals and objectives, and their effectiveness in terms of business impact. Companies that wish to be considered for APEX awards complete a detailed application, which is scored both quantitatively by an outside research and statistical data company and qualitatively by Training magazine editors and Top 10 Hall of Fame representatives. Fisher Investments pays a fee to participate in the Training Apex Awards program, which covers the cost to apply and the application analysis. For more information, please visit: https://trainingmag.com/training-magazine-announces-its-2023-training-apex-awards-winners/.
Top Workplaces in Oregon and Southwest Washington
Fisher Investments was named to The Oregonian’s 2023 list of Top Workplaces in Oregon and SW Washington, marking the seventh consecutive year earning the honor. In partnership with Energage, The Oregonian selected Fisher Investments based on anonymous employee feedback from the firm’s Camas, Washington-based employees.
We are thrilled to be named a Top Workplace in the Oregon and southwest Washington regions for the seventh consecutive year,” said Fisher Investments CEO Damian Ornani. “Our employees drive our success and enable us to deliver unparalleled service to clients around the world. This award reflects our unwavering commitment to cultivate a positive workplace culture where every employee can thrive.
The recognition is a testament to Fisher’s commitment to our employees and creating an environment for all to be successful,” said Greg Miramontes, Fisher Investments’ Executive Vice President of Global Human Capital. “We take great care of our employees so they can deliver great service to our clients.”
The Top Workplaces engagement survey measures key workplace cultural drivers such as employee engagement, confidence in company leadership, training and benefits. Scoring well indicates a healthy organization, more-engaged employees and better business results. To qualify, companies with 150 or more employees in the United States are eligible and must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall scores qualify as Top Workplaces. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.oregonlive.com/business/2023/09/131-great-places-to-work-in-oregon-and-sw-washington-top-workplaces-2023.html.
Best Places to Work in Dallas
Fisher Investments was named to Built In’s 2023 Best Places to Work in Dallas. Built In, a global technology career platform, recognizes companies who offer the best total rewards programs and compensation packages among their peers. The award spotlights organizations that foster meaningful employee experiences through cultural programs and benefits their employees value.
Winners were determined based on an algorithm which looks at data across all Built In profiles, using company provided data about compensation and benefits as described here. Fisher Investments pays an annual fee to post jobs and to manage a premium profile on the Built In website. A premium profile page is not required for eligibility as described here.
Top 100 Places to Work
Fisher Investments was recognized on a list of the 2022 Top 100 Places to Work in the Dallas-Fort Worth, Texas area by The Dallas Morning News. Fisher Investments also received special honors for "Best Benefits." The Dallas Morning News and Energage, an employee research firm, evaluate anonymous employee survey feedback from regional employers to create the list. The list spotlights organizations that promote a healthy workplace culture.
This ranking is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organization. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces. Top Workplaces Methodology - Top Workplaces. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://topworkplaces.com/company/fisher-investments/.
A Top Workplace in the Dallas/Fort Worth Metro Area
For the second year in a row, Fisher Investments was named one of the Top Workplaces in the Dallas-Fort Worth area by Top Workplaces. The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.
The prestigious ranking is determined by independent workplace survey firm,Energage, based on anonymous employee feedback from hundreds of the region’s top employers.Candidates for this award can be nominated by anyone. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit:https://topworkplaces.com/company/fisher-investments/.
Top 20 Best Workplaces in Texas
Fisher Investments has been named the 20th Best Workplace in Texas for 2019, by Great Place to Work (GPTW) and Fortune magazine.
GPTW analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard.
Great Place to Work® analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard. For more information, please visit: https://www.greatplacetowork.com/best-workplaces/texas/2019.
2023 Campus Forward—Mid-Size Early Career Programs
Fisher Investments was named a 2023 Campus Forward Award Winner by RippleMatch, marking the second consecutive year being recognized for excellence in early career hiring. 2023 Campus Forward Award Winners were selected for their commitment to seeking out and hiring early career talent, their emphasis on diversity and inclusion, and investments in nurturing and retaining the next generation of talent. Fisher Investments was recognized in the Mid-Size Career Programs category.
The Campus Forward Awards recognizes early career and university recruiting teams of all sizes with standout programs. To be considered, early-career hiring teams must fill out a detailed application about their recruitment strategies, candidate experience, early career programs, and equitable hiring processes. Neither Fisher Investments or its affiliates paid any fee to apply or be considered for the Ripplematch awards. For more information, please visit https://resources.ripplematch.com/2023-campus-forward-award-winners and https://resources.ripplematch.com/fisher-investments-2023-campus-forward-award-winner.
Candidate Experience (CandE) Award Winner
In 2020, Talent Board—the first non-profit research organization focused on promoting quality candidate experiences—announced their 2020 Global Candidate Experience Award (CandE) recipients. Fisher Investments was ranked 24th in North America out of 55 award winners.
Talent Board, a non-profit organization focused on the promotion and benchmark research of a quality candidate experience, conducts a comprehensive evaluation and data analysis that consists of an employer survey and a targeted candidate survey. Fisher Investments pays a fee which covers administration costs and results analysis. For more information, please visit:https://www.thetalentboard.org/cande-awards/the-cande-winners/.
Largest Employers in the Portland Metro Area
In September 2021, Fisher Investments was named one of the largest employers in the Portland, Oregon metro area. For their list, the Portland Business Journal ranked employers in Oregon’s Clackamas, Multnomah and Washington counties and Washington’s Clark County.
Information was obtained from firm representatives through questionnaires, the Oregon Employment Department and the Washington Employment Security Department, and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by employment in Clackamas, Multnomah and Washington Counties in Oregon and Clark County in Washington.
Workhuman Certification
Fisher Investments earned the status of a Workhuman Certified Enterprise. The status distinguishes organizations that are committed to investing in and demonstrating progress towards providing an environment where employees are valued and can do their best work.
Workhuman Certification is open to all enterprises with a minimum of 10 full-time employees. Participating companies complete an application outlining their employee-focused programs and describe how the company is creating a human-centered workplace. Companies provide examples of programs, practices and data that demonstrate progress within appreciation, work-life harmony, growth opportunities, fair pay, safety and purpose-driven meaningful work. Applications are reviewed by a team of Workhuman subject matter experts including human resources leaders, human resources consultants, data analysts and business leaders. Neither Fisher Investments nor its affiliates paid to be considered for Workhuman Certification.
Fisher Investments Around the World
Wealth Manager of the Year
Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments, announced today that it has won the 2019 ADVFN International Financial Award for Wealth Manager of the Year, the fourth time it has received the honor.
A panel of judges selected the winners, which include investment advisers, brokerage firms, notable journalists and trading platforms from around the globe.
The Advanced Financial Network (ADVFN) International Financial Awards, established in 2015, recognize and celebrate the best financial products and services from across the industry, both nationally and internationally. ADVFN is based in the UK and is a leading private investor website offering stock prices, charts and tools for all major world markets, indexes, forex pairs, futures, options, ETFs and covered warrants. The ADVFN “Wealth Manager of the Year” award is determined by a panel of judges, which selects winners from a pool of investment advisers, brokerage firms, notable journalists and trading platforms from around the globe. For more information, please visit: https://uk.advfn.com/awards_2015, https://uk.advfn.com/awards_2016, https://uk.advfn.com/awards_2017 and https://uk.advfn.com/awards_2019.
A Top Asset Manager in Germany by Capital Magazine
Most investors would have a hard time keeping up with the constantly expanding market of more than 400 BaFin-registered* independent asset managers. That’s why in its September 2019 issue, for the first time Capital magazine joined with the Institute for Asset Development (IVA) of Munich to analyze 13,430 anonymized portfolio data points—provided by the leading custodians V-Bank and DAB BNP Paribas—from 47 asset managers to assess portfolio structure, product implementation, risk management and cost efficiency.
*BaFin supervises German asset management companies (Vermögensverwaltungsgesellschaften).
Capital magazine joined with the Institute for Asset Development (IVA) of Munich to analyze 13,430 anonymized portfolio data points—provided by the leading custodians V-Bank and DAB BNP Paribas—from 47 asset managers to assess portfolio structure, product implementation, risk management and cost efficiency. Grüner Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit https://www.capital.de/geld-versicherungen/das-sind-die-besten-vermoegensverwalter.
IEX Best Choice 2022/Gouden Stier Nominee
IEX, a leading private-investor website in the Netherlands, has selected Fisher Investments Nederland for the second year in a row as one of the 10 best-scoring companies in Wealth Management, making us part of the IEX Best Choice and a Gouden Stier nominee.
To be considered, a company must offer their customers the best value for money in the eyes of consumers and a jury of experts. IEX commissioned an extensive survey among visitors of their 16 investor websites (including IEX.nl, Beleggen.nl, Belegger.nl and Beurs.nl.) resulting on an assessments of more than 5,300 participants. The criteria that was used included: expertise, online possibilities, quality of service, provision of information, returns achieved, price and quality. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit https://www.iex.nl/Artikel/761074/Deze-vermogensbeheerders-zijn-genomineerd-voor-de-IEX-Gouden-Stier-2022.aspx and https://www.iex.nl/Goudenstier/7/Vermogensbeheerder.aspx.
Great Place to Work – Certified ™ - UK
For the third year in a row, Fisher Investments UK was Certified™ by Great Place to Work®. Great Place to Work® is an independent, global authority on workplace culture and employee experience. Fisher Investments UK was also recently recognized as one of the 2021 Best Workplaces™ for Women and 2021 UK Best Workplaces™ by Great Place to Work®.
To be considered for this certification, Great Place to Work® analyzed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Fisher Investments UK Great Place to Work UK | The global authority on workplace culture.
UK Best Workplaces
Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.
To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analyzed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
2022 UK’s Best Workplaces™ for Women
For the second year in a row, Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. This marks the second consecutive year that Fisher Investments UK has received this honor. The award recognizes companies who are committed to building a better future for women in the workplace.
Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® UK anonymously surveyed many Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.
UK's Best Workplace™ for Wellbeing
In February 2022, Great Place to Work® UK recognized Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK was among the first organizations recognized in the UK’s Best Workplace™ for Wellbeing large company category rankings.
Great Place to Work® UK experts analyze thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfillment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK in 2021 to be eligible, and are evaluated according to their size.
Great Place to Work® UK is an independent authority on workplace culture and employee experience. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information on Great Place to Work®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
2023 UK Best Workplaces in Financial Services & Insurance
Fisher Investments UK has been named a 2023 Best Workplaces in Financial Services award by Great Place To Work® UK—the global authority on workplace culture. Great Place to Work® anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process, which recognises companies for creating a positive work environment.
Great Place to Work® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing. Only those employers who have the highest levels of trust, job satisfaction, and who empower all their employees to thrive both in and outside of work are awarded official Best Workplaces™ recognition. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/certified-company/1533165 and https://www.greatplacetowork.com/our-methodology.
Best Workplaces™ in Ireland
Fisher Investments Ireland Ltd.—a subsidiary of US-based Fisher Investments—earned the 2022 Best Workplaces™ recognition from Great Place to Work® Ireland for creating a positive employee work environment. To determine the 2022 Best Workplaces™ Ireland list, Great Place to Work® analyzed anonymous survey feedback from employees describing the extent to which their organization creates a positive work environment. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for their organizations.
Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® Ireland anonymously surveyed many Fisher Investments Ireland employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments Ireland. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more details on the Great Place to Work® Certification™ process, please visit https://www.greatplacetowork.ie/about-us/our-methodology/.
Great Place to Work – Certified ™ - Canada
Fisher Investments—which also does business in Canada as Fisher Investments Canada—has been certified a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments Canada pays a which covers administration costs and results analysis. For more information, please visit: Fisher Investments | Great Place to Work® and Great Place to Work Canada.
Great Place to Work – Certified ™ - Australia
Fisher Investments Australia was Certified™ by Great Place to Work®. Great Place to Work® is an independent, global authority on workplace culture and employee experience. Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments Australia pays a fee which covers administration costs and results analysis.
Great Place to Work – Certified ™ - Germany
For the fourth time, Grüner Fisher Investments (GFI) was certified as a "Great Place to Work". This recognition not only honors us as a top organization in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publicly supports our reputation as an outstanding employer, which cultivates a friendly and engaging work environment where everyone is made to feel welcome.
Globally, Great Place to Works’ Best Workplace™ survey is the largest survey of workplace cultures and people practices. The methodology that creates its Best Workplaces™ rankings is one of the most rigorous and highly sought after – and regarded as the ‘gold standard’ of employer awards. The methodology assesses the employee experience (through the Trust Index© employee survey) and the HR and leadership practices that create the organization’s workplace culture (through the Culture Audit©). The Trust Index© survey accounts for 3/4 of the final results. The Culture Audit© accounts for 1/4 of the final results. Grüner Fisher Investments pays a fee which covers administration costs and results analysis.
Great Place to Work – Certified ™ - Ireland
For the second year in a row, Fisher Investments Ireland was Certified™ by Great Place to Work®. Great Place to Work® is an independent, global authority on workplace culture and employee experience.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments Ireland pays a fee which covers administration costs and results analysis
Great Place to Work – Certified ™ - Luxembourg
For the second year in a row, Fisher Investments Luxembourg was certified as a "Great Place to Work". This recognition not only honors us as a top organization in Luxembourg, but celebrates our ability to drive trust, pride and camaraderie in the workplace.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments Luxembourg pays a fee which covers administration costs and results analysis.
Most Family-Friendly Companies in Germany and Austria
Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) ranked Grüner Fisher Investments among their most family-friendly employers in Germany and Austria. They judged companies based on employees' anonymous reviews of work-life balance, career education and benefits. Grüner Fisher Investments ranked #11 in the list of the 626 most family-friendly companies in the region.
Kununu (Europe’s largest employer-rating platform) and Freundin (a German women’s magazine) reviewed more than 2 million online reviews of over 200,000 companies to determine their list of the most family-friendly companies in Germany and Austria. They asked employees to rate their employers according to family friendliness. Employees were able to rate their employers anonymously, with a special focus on the following family-friendliness categories: superior behavior, work-life balance, equal rights, career education, salary and benefits and dealing with colleagues over age 45. In order to qualify for ranking, companies have to offer the following benefits: flexible working hours, home office, childcare and company pension schemes. Grüner Fisher Investments pays a fee for promotion and logo distribution rights.
kununu Top Company
For the second year in a row, Grüner Fisher Investments (GFI) received the prestigious Top Company Award from kununu, one of the leading European platforms for employer evaluation. Employees and candidates can rate their company on kununu in terms of working atmosphere, culture, communication and various social aspects. Only 5 percent of the companies listed on kununu meet the criteria to qualify for this award.
GFI received the prestigious Top Company 2022 Award from kununu, one of the leading European platforms for employer evaluation. Employees and candidates can rate their company on kununu in terms of working atmosphere, culture, communication and various social aspects. Only 5 percent of the companies listed on kununu meet the criteria to qualify for this award.
To be considered for a kununu “Top Company” recognition, a company must have at least six reviews from employees on the kununu platform. The employer must have an average employee rating score for the past twelve months must be at least 3.8 stars. There must also be at least one review in the last 12 months. Updated ratings are also considered as new ratings.
A Top Mittelstand Employer
In 2020, Grüner Fisher Investments has been named “Top Mittelstand* Employer” by Focus-Business magazine in a survey based on data from kununu, an employer ratings platform. “We are very proud of our fourth-place finish in the “Finance” sector. A total of 4,000 companies were recognized” said a firm representative.
More than 950,000 companies and more than four million employee reviews were analyzed on kununu, an internet platform. The survey rated the top German Mittelstand employers in Germany. Grüner Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit https://www.kununu.com/de/gruener-fisher-investments.
Focus Money Customer Favorite Award
In 2023, Grüner Fisher Investments (GFI) was named a “Customer Favorite” by Focus Magazine and the Institute for Management and Economic Research (IMWF). This is the first year Grüner Fisher Investments was recognized. Approximately 20,000 brands and companies from over 200 industries were considered for this award, and 1,800 companies made the list.
The study’s data was collected via “social listening.” First, text containing pre-defined search terms were downloaded from the internet. Topics included were price, service and quality. Next, the text was analyzed by topic and tone. All mentions were deemed positive, neutral or negative.
The study considered two factors to calculate the overall score: each mention’s tone (the difference between positive and negative mentions divided by the total number of mentions), and the reach (number of total mentions in relation to each industry’s average). Around 1.8 million mentions, 1.3 million emojis and 455 million likes were evaluated from February 2022 to January 2023. Companies or brands that achieved at least 50 points in the overall rating received an award. A total of 1,800 companies and brands received awards. Grüner Fisher Investments pays a fee for promotion and logo distribution rights.
Private Banking Test Award
In 2023, Grüner Fisher Investments (GFI) received the highest grade possible (“Excellent”) in the Private Banking Test by Gesellschaft für Qualitätsprüfung—an independent company for quality measurement at financial service providers. This is the third time GFI received this recognition. This award focuses on the customer experience at first contact, as well as the holistic quality of the advice. A total of 169 independent asset managers in German-speaking Europe were evaluated in the test.
Fisher Investments-401(k) Solutions
A 2020 Top Retirement Adviser
Fisher Investments’ 401(k) Solutions was recently named one of Financial Times 401 Top Retirement Advisers for 2020. The award recognizes qualified adviser selected by the Financial Times based on a variety of factors, including years of experience and industry certifications. With over $3 billion* in retirement-plan assets, Fisher Investments 401(k) Solutions ranked among the elite plan advisers on this year’s FT 401 list.
Advisers were selected based on criteria including 401(k) assets under management, specialization in the 401(k) business, growth rate and plan participation rate.
*As of 9/30/2023. Includes Fisher Investments and its subsidiaries.
A Top DC Adviser Firm
Fisher Investments 401(k) Solutionswas named to the National Association of Plan Advisors’ prestigious “Top Defined Contribution Advisors Firms” in 2018, 2019, 2021 and 2022. Advisors were selected based on criteria about their practices.
The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. NAPA members benefit from access to the association’s advocacy, information and education resources, as well as preferential rates and access to NAPA events, discounts on education offerings, and the opportunity to be recognized in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognizing advisors selected based on criteria including information about their practices, notably advised defined contribution assets. Fisher Investments pays an annual membership fee to be eligible for consideration. For more information about this award, please visit:https://www.napa-net.org/news-info/daily-news/announcing%E2%80%94-2022-top-dc-advisor-multi-office-firmsandhttps://www.napa-net.org/top-dc-advisor-multi-office-firms-2022.
Top DC Advisor Multi-Office Firm
Fisher Investments 401(k) Solutions was named to the National Association of Plan Advisors’ prestigious 2022 “Top DC Advisor Multi-Office Firms” list. Advisors were selected based on self-reported defined contribution (DC) assets under advisem*nt as of Dec. 31, 2022. The annual award spotlights the nation’s top retirement plan adviser firms with at least $1 billion in defined contribution (DC) assets under advisem*nt. This marks Fisher Investments 401(k) Solutions’ second consecutive appearance on the “Top DC Advisor Multi-Office Firms” list, and fourth overall honor from NAPA.
Fiduciary Excellence Certification
Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher Investments pays a fee which covers administration costs and results analysis.
Fisher Investments Institutional
Citywire Deutschland Award
The Citywire Deutschland Award 2021, based in Germany, recognized Fisher Investments as the “Best Fund Manager” in the Global Equities category. The “Best Fund Manager Awards” are given to the asset managers who have achieved the highest risk-adjusted performance in a specific category over the past three years up to August 31, 2021.
These are based on the individual track records of all strategies that they managed in the category over this period. To qualify, asset managers must manage a strategy that is approved for being offered in Germany. Investing in securities involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is never a guarantee of future returns. Grüner Fisher Investments pays a fee for promotion and logo distribution rights. For more information about the award and Citywire’s methodology, please see their website: https://Citywire.de/news/die-Citywire-deutschland-awards-2021/a1561920.
Swiss Sustainable Funds Award – “US Equities” Category
Fisher Investments was recognized by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
This award recognizes the top performing US equity strategies most committed to socially responsible investment practices. The Swiss Sustainable Funds Awards winners are selected by an independent committee, which evaluates funds and asset managers on qualitative and quantitative factors, including investment process, sustainability objectives, management team quality and performance history. Fisher Investments pays a fee for promotion and logo distribution rights.
Climetrics Fund Award
Fisher Investments was recognized by CDP, the leading global organization measuring the environmental effects of companies, investment funds, cities, regions, and countries. CDP awarded Fisher Investments' Emerging Markets ex-Fossil Fuels Equity product with a 2021 Climetrics Award.
The annual Climetrics Fund Awards recognize the top five Global, European, US, and Emerging Markets equity products for environmental performance. Award winners are selected from a universe of approximately 20,000 products based on their underlying "Climetrics" scores. Climetrics scores are based on a product's portfolio holdings, investment policy and governance of environmental issues. Fisher Investments pays a fee for promotion and logo distribution rights.
‘Towards Sustainability’ Label
The ‘Towards Sustainability’ quality standard and label were developed on the initiative of Febelfin (the Belgian financial sector federation) with an objective to qualitatively and quantitatively increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. As of July 2021 Fisher Investments has two strategies carrying the ‘Towards Sustainability’ label: Fisher Investments Institutional US All Cap ESG and Fisher Investments Institutional Emerging Markets Responsible Equity ex-Fossil Fuels.
Financial products are awarded the ‘Towards Sustainability’ label by the Central Labeling Agency (CLA) of the Belgian SRI label based on adherence to the ‘Towards Sustainability’ quality standard (for sustainable financial products). Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.
Austrian Ecolabel for Sustainable Financial Products
The Austrian Ecolabel is awarded to products and services that represent more environmentally compatible options within a range of comparable products offered. Financial products, awarded with the Ecolabel, must fully meet the relevant criteria of Ecolabel Guidelines’ three primary priorities. One, a sustainable financial product must be able to identify companies that deliver a positive performance for the society and the environment. Two, uses a research process that meets the quality standards defined in the Austrian Ecolabel guidelines. Three, meets transparency requirements guarantying that investors can get a clear picture of the sustainable investment strategy, the portfolio and issues included therein. As of July 2021 Fisher Investments has one product carrying the Austrian Ecolabel: Fisher Investments Institutional Emerging Markets Responsible Equity ex-Fossil Fuels.
Financial products are awarded the Austrian Ecolabel based on adherence to the Austrian Ecolabel standards “UZ 49” after an independent audit and confirmation by a qualified control body. Fisher Investments pays a fee which covers administration costs and results analysis.
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