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Fidelity Investments

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Fidelity's social and environmental thematic fund, Fidelity Select Environment and Alternative Energy Portfolio, invests primarily in domestic and foreign common stocks engaged in business activities related to nutrition and health, alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services. 

In 2018, Fidelity created and manages an ESG Investing Pilot which provides new and existing retail clients with the opportunity to customize the management of an existing retail product with select use of ten exclusionary ESG themes. This offering enables clients to pursue long-term growth potential, while aligning the portfolio with their values and preferences.

We manage certain custom portfolios for institutional investors that incorporate ESG criteria. These custom portfolios may include restrictions or exclusions for specific companies, market sectors, violators of global norms, or industry laggards as requested by our client.

Screened by

Description

The actively managed Fidelity Women's Leadership Fund uniquely evaluates companies that are incorporating progressive gender diversity policies. Spanning all sectors, this fund provides investors with an opportunity to support women and incentivize companies to implement their own gender diversity initiatives and advance more women into leadership positions.

We also manage certain custom portfolios for institutional investors that incorporate ESG criteria. These custom portfolios may include restrictions or exclusions for specific companies, market sectors, violators of global norms, or industry laggards as requested by our client.

Screened by

Description

We manage certain custom portfolios for institutional investors that incorporate ESG criteria. These custom portfolios may include restrictions or exclusions for specific companies, market sectors, violators of global norms, or industry laggards as requested by our client.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Changes to agreed-upon screening criteria would require an amendment or change to the objective or investment guidelines of the institutional client's custom portfolio. In these cases, Fidelity would seek agreement with the relevant clients prior to implementing any change.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Private)


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