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Fidelity International

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]

Although we don’t formally consider ESG in strategic asset allocation or scenario analysis, Fidelity strives to gain an in-depth understanding of the relevant ESG issues applicable to our investments and to identify these issues before they escalate into events that may potentially threaten the value of our investment.  ESG analysis is integrated into our investment decision-making process when it has a material impact on the investment or it has the potential to affect long-term value of the investment.

Our analysts on occasion will include scenario analysis in their sector reports which are communicated to portfolio managers and feed into the investment decision.  For example, during 2016 our Autos Analyst completed scenario analysis on the effect of different regulations (including carbon emissions regulations) on the various electric vehicle players in the European car market.

SG 13. Long term investment risks and opportunity (Not Completed)

SG 14. Allocation of assets to environmental and social themed areas (Private)

SG 15. ESG issues for internally managed assets not reported in framework (Not Applicable)

SG 16. ESG issues for externally managed assets not reported in framework (Not Applicable)