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Fidelity Investments

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

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

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.

スクリーニング実行者

説明

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.

スクリーニング実行者

説明

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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


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


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