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Fidelity International

PRI reporting framework 2017

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity is a signatory to this initiative, actively attends conferences and engages with the PRI on various matters.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity  actively participates as an investor member in the ACGA through regular meetings, investor delegations, position papers, member letters, consultation responses and public presentations at ACGA-organised corporate governance events. 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

During the year Fidelity entered its first Real Estate portfolio into the Global Real Estate Sustainability Benchmark (GRESB) Survey.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity actively participates as an investor member in the ICGN through regular meetings, involvement in position papers, consultations and attended and made public presentations at ICGN organised corporate governance events.  We are also an active member of the ICGN’s remuneration committee.

 
          UKSIF

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity is a signatory to this initiative and actively attends conferences arranged by UKSIF.  We also contributed to the organisation or content of events organised by the initiative.

 
          Asia Securities Industry & Financial Markets (ASIFMA)

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity  actively participates as an asset management member in ASIFMA through regular meetings, providing feedback and initiating discussions on topics relevant to asset management industry in Asia, contributing to position papers, member letters, consultation responses and attending conferences at ASIFMA-organised events that are relevant to corporate governance issues. In addition our Director of Corporate Finance in Asia spoke at their annual conference in 2016.

 
          Corporate Governance Forum

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are one of the leading members of the Corporate Governance Forum.  We participate in weekly calls, actively involved in their bi-monthly meetings (including the Heads of Governance meetings) and use the forum to exchange views.

 
          Investment Association

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fidelity is an active member of the IA, we are founder member of the Investor Exchange in relation to shareholder engagement and actively consult and attend company meetings or conferences arranged by the IA.  Our Head of Corporate Finance is Chairman of the Governance and Engagement Committee and our Global CIO is on the Board of the IA

 
          Assogestioni

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

annually, we co-file shareholder resolutions in cooperation with Assogestioni in relation to election of directors on Italian company boards. During 2016 we pledged shares in support of 14 slates and 13 of these slates were successful in the election process.

SG 10. Promoting RI independently (Not Completed)

SG 11. Dialogue with public policy makers or standard setters (Private)

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