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Fidelity International

PRI reporting framework 2020

Export Public Responses

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Our Sustainable Investing Team defines and set goals for their responsible investment activities which are reviewed and monitored by the Global Head of Stewardship and Sustainable Investing. This formal performance review concerning responsible investment relates to the performance of our Sustainable Investing/Corporate Governance specialists.

A ESG Oversight Group (ESGOG) was formed in 2017. The purpose of the group is still to ensure a comprehensive oversight of all Sustainability matters within the company across all jurisdictions and business areas. The group comprises seven members of our senior management team including the CIO representing all asset classes. The ESGOG meets quarterly and reviews any ESG company policy changes, industry developments, client requirements, new product innovations and regulatory updates, and will ensure the alignment of all active ESG initiatives across the company. In addition, various project groups consisting of subject matter experts from across the organisation globally were set up to focus on Policies, Data & Analytics, Product, Reporting, Marketing and Training.

All of our Sustainable Investing policies are reviewed annually and updated typically when our processes and procedures have changed or been upgraded.

SG 06. Main goals/objectives this year (Private)