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AWARDS

Awards and recognition for Ken Fisher,
Fisher Investments and its affiliates.

Awards
1. Our History
2. Our Culture

3. Awards

FISHER INVESTMENTS

* CNN UNDERSCORED BEST FINANCIAL ADVISERS

CNN Underscored

In 2024, Fisher Investments was recognized by CNN Underscored. To create the
list, data from the biggest registered investment advisers (RIAs) in the
United States was compiled and organized by total regulatory assets under
management. This is the first time Fisher Investments has been recognized.

To compile the list, CNN Underscored pulled data from the SEC’s database of
Form ADV filings on US-based RIAs with at least $1 billion in AUM. Companies
that are broker-dealer and/or insurance based were excluded, as well
companies with AUM attributable to pooled investment vehicles,
pension/profit-sharing plans or corporations/other businesses greater than
certain thresholds. Finally, compliance records were examined for disclosures
against a firm that would exclude them from the list. Fisher Investments pays
a fee for promotion and logo distribution rights. For more, please visit
https://www.cnn.com/cnn-underscored/money/best-financial-advisors.

* KIPLINGER READERS' CHOICE AWARDS: WEALTH MANAGERS

Kiplinger Readers' Choice Awards: Wealth Managers

In 2024, Fisher Investments was named on the second annual Kiplinger Readers'
Choice Awards Wealth Managers list with outstanding accolades for Quality of
Advice and Overall Satisfaction. The Kiplinger Readers’ Choice Awards aim to
recognize and celebrate the best products and services in the personal
finance arena. Kiplinger asked readers to rate financial products and
services based on such criteria as their experience with customer service
representatives, how likely they are to recommend the providers to others and
how satisfied they are overall with the companies or services. This is Fisher
Investments first time being recognized.

Kiplinger readers were invited to take the Readers’ Choice Awards survey on
Kiplinger.com between February 20 and March 15, 2024. The survey was fully
completed by 4,528 people. The survey asked respondents to choose the
financial product or service that they most frequently use in 13 categories,
including wealth management. Readers rated wealth managers based on the
quality of financial advice they received, the trustworthiness of the
advisers, how likely they would be to recommend the firm to others and their
overall satisfaction with the wealth manager. Kiplinger calculated an average
(mean) score for each criterion with each provider. They also calculated an
overall mean score for all providers for each criterion readers were asked to
judge. They then compared individual provider mean scores with the overall
mean, and the three highest-scoring providers that had a score above the
overall mean won an “outstanding” accolade. Fisher Investments pays a fee for
promotion and logo distribution rights. For more, please see
https://www.kiplinger.com/personal-finance/2024-kiplinger-readers-choice-awards-results
and
https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards-2024-wealth-managers.

* BEST FINANCIAL ADVISORY FIRMS

USA Today

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 US-BASED RIA

InvestmentNews

As of July 2023, 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-2023-240099. Fisher
Investments pays a fee for promotion and logo distribution rights.

* BETTER BUSINESS BUREAU ACCREDITED

Better Business Bureau

The Better Business Bureau is the leader in advancing marketplace trust. We
are proud to be accredited by the Better Business Bureau.

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/wa/camas/profile/investment-advisory-services/fisher-investments-1296-22206706
and https://www.bbb.org/all/bbb-accreditation-standards

* ONE OF THE LARGEST MONEY MANAGERS

Pensions & Investments

For the eighth 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

investor.com

Fisher Investments earned a 5 star rating by investor.com in 2023. This
ratings 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

MoneyAge

In May 2024, Fisher Investments was recognized as Active Manager of the Year
by MoneyAge at its sixth annual Wealth and Asset Management awards. The
Wealth & Asset Management Awards celebrate success and innovation in the
wealth and asset management industry.

Established in 2017, MoneyAge is a London-based magazine catering to
financial sector participants and service providers. The Wealth and Asset
Management 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 2024 // Wealth and Asset
Management Awards (moneyage.co.uk)

* WEALTH & ASSET MANAGEMENT AWARDS – EQUITIES MANAGER OF THE YEAR

MoneyAge

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

Citywire

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.

* TOP MONEY MANAGEMENT FIRMS IN NORTH TEXAS

Dallas Business Journal

In February 2024, Fisher Investments was recognized in the Dallas Business
Journal’s inaugural Top Money Managers of North Texas list. Money managers
were ranked by most recent assets managed as indicated on their Form ADV*
filed with the SEC.

Only companies with a primary address in the Metroplex’s four core counties
of Collin, Dallas, Denton and Tarrant were included. Fisher Investments pays
a fee for promotion and logo distribution rights. *Based on Fisher
Investments filing as of April 6, 2023.

--------------------------------------------------------------------------------

KEN FISHER

* LONGEST CONTINUALLY RUNNING FORBES COLUMNIST

Forbes

Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984
through 2016, making him the longest continually running columnist in the
magazine’s history.

* A TOP 30 MOST INFLUENTIAL ADVISOR

Investment Advisor

In 2010, Ken Fisher was included on 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.

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

Investment Advisor

In 2011, Ken Fisher was included on Investment Advisor’s annual list of the
25 most influential people in the adviser universe.

In 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: Special Report: The 2011 IA 25 Most Influential
People in the Advisor Community | ThinkAdvisor..

WORKPLACE CULTURE

* GREAT PLACE TO WORK – CERTIFIED ™ - USA

Great Place to Work®

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 certifies companies based on employees' responses to
their industry-defining Trust Index© Survey. Results from the survey are
highly reliable, having a 95% confidence level and a margin of error of 5% or
less. 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.

* TOP WORKPLACES USA

Top Workplaces

Fisher Investments was named to the 2024 Top Workplaces USA list for the
fourth 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

Top Workplaces

Fisher Investments was named to the Top Workplaces in Financial Services list
for the fourth 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

Top Workplaces

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/.

* TOP WORKPLACES IN OREGON AND SW WASHINGTON

The Oregonian

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.

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.

* A TOP WORKPLACE IN THE DALLAS/FORT WORTH METRO AREA

Top Workplaces

Fisher Investments was named one of the 2023 Top Workplaces in the
Dallas-Fort Worth area by Energage. This is the third time Fisher Investments
has been recognized. 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 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 region) qualify as
Top Workplaces. For more information, please
visit: https://topworkplaces.com/company/fisher-investments/.

* TOP WORKPLACES TAMPA BAY TIMES

Top Workplaces

Fisher Investments was named a 2024 Top Workplace in the Tampa Bay area by
the Tampa Bay Times and Energage. This is the first year the firm has been
recognized in this market and was ranked #23 in the Large Company category.
This ranking is based solely on employee feedback gathered through a
third-party survey administered by employee engagement technology partner
https://www.energage.com. 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.

For more information, please visit:
https://topworkplaces.com/company/fisher-investments.

* TOP 100 PLACES TO WORK

Dallas Morning News

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/.

* TOP 20 BEST WORKPLACES™ IN TEXAS

Great Places to Work and Fortune Magazine

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.

* INVESTMENTNEWS FASTEST-GROWING IN AMERICA AWARD

InvestmentNews

Fisher Investments was named to InvestmentNews inaugural Fastest-Growing in
America list for 2024.

InvestmentNews used its Advisors on the Move database to identify the firms
that attracted the most, new advisors in 2023. To qualify as a move in the
database, an advisor had to move from one firm to another within 60 days.
National and channel winners are on net, meaning the number by which new
recruits exceeded advisors lost to other firms. Regional winners focused half
or more of their recruiting in a particular region during the year and led
among those firms in adding new advisors. For more, please see
https://www.investmentnews.com/best-in-wealth/fastest-growing-in-america.

* 2024 TRAINING APEX AWARD

Training magazine

Fisher Investments earned the prestigious Training APEX Award (formerly T100
& T125) for 2024—the sixth 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-ranks-the-winners-of-the-2024-training-apex-awards/
.

* ATD BEST AWARD

ATD

Fisher Investments was recognized by the Association for Talent Development
(ATD) as a 2024 BEST Award winner. This is the fifth time Fisher Investments
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/best-award-winners.

* WOMEN IN ASSET MANAGEMENT USA “EMPLOYER OF THE YEAR”

DiversityQ

Fisher Investments, one of the world's largest independent, fee-only
investment advisers, was recognized by DiversityQ as "Employer of the Year"
at their third annual Women in Asset Management USA Awards. Bonhill Group
PLC's DiversityQ advocates diversity and inclusion in the workplace to create
corporate cultures where everyone is heard and respected. In recognizing
Fisher Investments, DiversityQ noted 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 visit WIAM Awards | Bonhill PLC and US Nomination
Guidelines - Women in Asset Management.

Neither Fisher Investments nor its affiliates pay to be considered for this
award.

* FAIRYGODBOSS 2023 BEST FINANCIAL COMPANY FOR WOMEN

FairyGodBoss

Fisher Investments was named as one of the 2023 Best Finance Companies for
Women by FairyGodBoss. FairyGodBoss is the largest career community for women
and provides free resources and a safe inclusive environment for highly
motivated women to connect with other career minded individuals and help one
another to succeed.

This list is determined by anonymous reviews left on Fairygodboss. Scores
range from 0 – 100. Fairygodboss then averages female employee’s responses to
3 questions about their overall job satisfaction, perceived gender equality
at work and recommendations to other women about working at their employer.
Financial Services companies with the top 10 highest scores are featured on
the list. Fisher Investments pays an annual fee to post jobs and manage a
profile on the Fairygodboss website. For more, please visit:
https://fairygodboss.com/best-companies-for-women-finance-2023.

* BEST PLACES TO WORK IN DALLAS

Built In

Fisher Investments was named to Built In’s 2024 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.

* 2024 CAMPUS FORWARD—ENTERPRISE EARLY CAREER PROGRAMS

Ripplematch

Fisher Investments was named a 2024 Campus Forward Award Winner by
RippleMatch, marking the third consecutive year being recognized for
excellence in early career hiring. 2024 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 Enterprise Early 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. For more information, please visit
https://resources.ripplematch.com/2024-cfa-winners-enterprise-program and
https://resources.ripplematch.com/fisher-investments-2024-campus-forward-award-winner.

* CANDIDATE EXPERIENCE (CANDE) AWARD WINNER

Talent Board

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

Portland Business Journal

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

Workhuman

In 2023, 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.

* RECOGNIZED BY TOP WORKPLACES FOR OUR DIVERSITY AND INCLUSION PROGRAM

Top Workplaces

Fisher Investments was named a 2023 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.

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FISHER INVESTMENTS AFFILIATES

* IEX BEST CHOICE 2023/GOUDEN STIER NOMINEE

IEX

IEX, a leading private-investor website in the Netherlands, has selected
Fisher Investments Nederland for the third 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 conducted the
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 5,500 participants. The selection criteria included: expertise, 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/785852/Dit-zijn-de-genomineerden-voor-de-IEX-Gouden-Stier-2023.aspx
and https://www.iex.nl/Goudenstier/7/Vermogensbeheerder.aspx.

* GREAT PLACE TO WORK – CERTIFIED ™ - UK

Great Place to Work®

Fisher Investments UK 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 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.

* UK BEST WORKPLACES™

Great Place to Work®

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

Great Place to Work®

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

Great Place to Work®

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.

* 2024 UK BEST WORKPLACES™ IN FINANCIAL SERVICES & INSURANCE

Great Place to Work

Fisher Investments UK has been named a 2024 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

Great Place to Work®

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® 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

Great Place to Work®

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

Great Place To Work®

Fisher Investments Australia 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 Australia 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 Australia.

* GREAT PLACE TO WORK – CERTIFIED ™ - GERMANY

Great Place to Work®

Grüner 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 Grüner 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 Grüner Fisher Investments.

* GREAT PLACE TO WORK – CERTIFIED ™ - IRELAND

Great Place to Work®

Fisher Investments Ireland 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 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.

* GREAT PLACE TO WORK – CERTIFIED ™ - LUXEMBOURG

Great Place to Work®

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.

* MOST FAMILY-FRIENDLY COMPANIES IN GERMANY AND AUSTRIA

kununu

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

kununu

For the third 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.

To be considered for a kununu “Top Company” recognition, a company must have
at least seven 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 two new reviews in the last
12 months. Updated ratings are also considered as new ratings. Gruner Fisher
Investments pays a fee for promotion and logo distribution rights.

* A TOP MITTELSTAND EMPLOYER

Focus-Business magazine

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

Focus Magazine and the Institute for Management and Economic Research (IMWF)

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

Gesellschaft für Qualitätsprüfung

In 2024, 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 fifth time GFI received this recognition. This
award focuses on firms’ online presence, client service quality, as well as
the holistic quality of the advice. A total of 48 independent asset managers
and wealth management departments of private banks in German-speaking Europe
were evaluated.

First, Gesellschaft für Qualitätsprüfung assessed each company’s website for
transparency and customer focus, among other criteria. Next, they interviewed
representatives from each company. The interview criteria included level of
customer focus, professionalism and appropriateness of the investment
recommendation. In the end, 37 asset managers were awarded the designation of
“excellent.” Grüner Fisher Investments pays a fee for promotion and logo
distribution rights.

* FS AWARDS

Business and Finance

Business and Finance recognized Fisher Investments Ireland at the 2023
Financial Services (FS) Dublin Awards as the winner of the Employee
Experience award—which identifies companies that foster a positive work
environment and relationship with its employees. The FS Awards recognize
excellence in financial services.

The FS Dublin Employee Experience award judged candidates by how they value
and prioritize employee experience, with demonstrable evidence thereof.
Judges looked for a company which fostered a positive work environment and
relationship with its employees. Employee Experience was defined as the total
of all interactions an employee has with their work environment and culture.
For more information, please visit: https://fsdublin.com/#categories

* 2023 ASSET MANAGEMENT TEST BY FOCUS MONEY AND NTV

Focus Money and ntv

Grüner Fisher Investments (GFI) was awarded the title “Outstanding Asset
Management” by Focus Money and ntv in the 2023 Asset Management Test. Grüner
Fisher Investments was also awarded this title in 2018 and 2021. This is the
third time GFI has received this recognition.

The Institute for Wealth Creation (IVA) on behalf of FOCUS-MONEY and the news
channel n-tv sent representatives to asset management companies and acted as
prospects (“secret shoppers”). After meeting with asset managers, the secret
shoppers filled out a questionnaire about their experience. Asset managers
were judged on criteria such as portfolio structure, customer orientation,
transparency and cost. The “secret shoppers” then awarded points to each firm
and determined a fixed score for each assessment dimension. The final
evaluation was the average of all categories according to the specific
weightings. Grüner Fisher Investments pays a fee for promotion and logo
distribution rights. For more, please
visit: https://www.n-tv.de/ratgeber/Das-sind-die-besten-Vermoegensverwalter-article24523819.html

* FOCUS MONEY PRICE WINNER

Focus Money

Grüner Fisher Investments (GFI) was named a “2023 Price Winner” by Focus
Money. This is the second time GFI has been awarded this recognition. GFI
received a score of 92.7/100 and a total of six companies were recognized in
the asset management category.

The Institute for Management and Economic Research conducted the study which
contained 100 million online mentions across 19,000 companies and brands
between September 1st 2021 through August 31st, 2023. The “social listening”
study applied weightings to both price and overall impressions of the online
reputation. The study considered two factors to calculate the overall scores:
each online 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). Companies or brands
that achieved at least 70 points in the overall rating received the title of
Price Winner. GFI pays a fee for promotion and logo distribution rights. For
more, please visit:
https://www.focus.de/magazin/archiv/verlagssonderveroeffentlichung-das-beste-fuers-geld_id_238872143.html

* F.A.Z.-INSTITUT – GERMANY’S MOST RECOMMENDED ASSET MANAGERS

F.A.Z.-Institut

Grüner Fisher Investments (GFI) was named one of “Germany’s 2023 Most
Recommended Asset Managers” by the F.A.Z.-Institut, a prominent German-based
publishing group. The F.A.Z Institut recognizes companies who score the
highest in their social listening study across eight dimensions. This is the
fifth time GFI has been awarded this recognition.

To determine winners, the F.A.Z. Institut gathered and evaluated social
listening data related to cost, performance, client service, quality, client
satisfaction, and client recommendations. Over 630,000 data points were
identified and assigned to the approximately 430 companies from September
1st, 2022 to August 31, 2023. The weighted scores are then combined into an
overall score for each company. Companies with a score of 60 are awarded the
title of “Germany’s Most Recommended Asset Manager”. GFI received top honors
with a score of 100/100. GFI pays a fee for promotion and logo distribution
rights. For more, please visit:
https://www.faz.net/asv/deutschlands-meist-empfohlene-vermoegensberater/.

* F.A.Z.-INSTITUT – OUTSTANDING CUSTOMER EXPERIENCE AWARD

F.A.Z.-Institut

In 2024, Grüner Fisher Investments (GFI) was named a winner of the
F.A.Z.-Institut Outstanding Customer Experience Award. GFI achieved a score
of 100/100 in the asset management category. Approximately 7,800 companies
were a part of the study and 404 were named winners.

Winners were chosen via “social listening.” The F.A.Z.-Institut analyzed
online text mentions for companies in various industries using AI. From
there, the text mentions were assigned a positive, negative, or neutral tone.
These values were then weighted and calculated into an overall score. The
leading company within an industry received 100 points and served as a
benchmark for other companies. Those who achieved above-average points in the
overall ranking received an award. Grüner Fisher Investments pays a fee for
promotion and logo distribution rights. For more, please see
https://servicevalue.de/rankings/vermoegensverwalter-46.

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FISHER INVESTMENTS-401(K) SOLUTIONS

* A TOP DC ADVISER FIRM

National Association of Plan Advisors

Fisher Investments 401(k) Solutions was named to the National Association of
Plan Advisors’ prestigious “Top Defined Contribution Advisors Firms” in 2018,
2019, 2021, 2022 and 2024. 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. Please note, in 2024 NAPA updated the award title
to reflect the year in which the award is released, rather than the AUA “as
of date.” Therefore, there isn’t a list titled “2023.” For more information
about this award, please visit:
https://www.napa-net.org/top-dc-advisor-multi-office-firms-2024.

* FIDUCIARY EXCELLENCE CERTIFICATION

Centre for Fiduciary Excellence (CEFEX®)

In 2023, 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 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

Citywire Deutschland

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

Swiss Sustainable Funds Award

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

CDP

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 Central Labeling Agency (CLA) of the Belgian SRI 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. The ‘Towards
Sustainability’ label has been awarded to Fisher Investments Institutional
Emerging Markets Responsibility Equity ex-Fossil Fuels product since 2021.

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 Federal Ministry for Sustainability and Tourism: Republic of Austria

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 September 2024, 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.

INSIGHTS & MEDIA

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Media Choice Media Type Articles Podcasts Videos In The News More

Macro Minutes Macro Minutes: Will AI Spending Generate ROI?
25/09/2024

Market Analysis French Finances Are in Finer Fettle Than Feared
25/09/2024

In The News On the UK’s Recent Debt Milestone
25/09/2024

Podcasts Ken Fisher Discusses Investor Sentiment, When to Buy a Home and the
Impact of Tariffs – September 2024
24/09/2024

Connect with our knowledgeable team to learn more about working with Fisher
Investments.

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Investing in securities involves a risk of loss. Past performance is never a
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