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Fidelity International

PRI reporting framework 2020

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe Fidelity currently carries out scenario analysis on specific funds but is expanding this to be available for all funds in the near future. This scenario analysis is currently provided by service provider ISS ESG, who focus on climate-related risks (transition + physical) and opportunities.

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

We do the following

13.3. Additional information. [OPTIONAL]

Although we don't formally consider ESG in strategic asset allocation, 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.

Fidelity currently carries out Climate scenario analysis on a specific fund but is expanding this to be available for all funds in the near future. This scenario analysis is currently provided by service provider ISS ESG, who focus on climate-related risks (transition + physical) and opportunities. Currently, Climate scenario analysis is primarily used as an ex-post reporting and analytical tool. It is not being used for ex-ante portfolio construction. It helps our PM to understand and review their portfolios against a 2°C or other scenario. In the future, this could be expanded to make up part of the initial assessment of companies and decisions on portfolio construction.


SG 13 CC.


SG 14. Long term investment risks and opportunity (Private)


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas (Private)


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