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Fidelity International

PRI reporting framework 2017

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General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers (Private)

LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of engagements your organisation participates in.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

Our Corporate Governance and ESG teams track the engagements they are involved in and this forms part of our reporting requirements. Our analysts and portfolio managers systematically track their engagements with companies but not specifically in relation to ESG factors.

During the year, we started to track our collaborative engagements seperately from our individual engagements.