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Fidelity Investments

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Fidelity participates in the Sustainable Development Goals & Active Ownership PRI working groups. 

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Fidelity is member of the Ceres Investor Network and is involved with other investors through other investment and governance organizations. There are periodic meetings and calls with other investors at which a wide range of governance issues are discussed. Fidelity actively participates in several Ceres working groups focused on carbon disclosure and water risks.

 
          SASB

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Fidelity is an active participant in SASB's investor advisory group. This group allows participants to collaborate on and review initiatives such as the UN Sustainable Development Goals, and receive updates on progress regarding collaborative company engagement initiatives. We believe it is vital to create standards for sustainability disclosure in order to evaluate companies in an accurate and effective manner.

 
          Task Force on Climate-Related Financial Disclosures (TCFD)

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Fidelity is a public supporter of the Financial Stability Board (FSB) Task Force on Climate-Related Financial Disclosures (TCFD).  As a long-term investor, Fidelity supports climate-related disclosures from companies that provide meaningful information to the investment management process.  Supporting the TCFD formalizes our ongoing commitment to enhancing our consideration of ESG factors, including climate-related factors, in our investment process.

 
          Focusing Capital on the Long Term (FCLT) Global

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

As a long-term investment manager, Fidelity has always believed in the power of long-termism in investing. Focusing Capital on the Long Term (FCLT) Global is focused on spreading a long-term value approach to investing while mitigating long-term risk. As members of FCLT, our organization is aligned to support the principles outlined for investment managers to be more long-term focused. We believe that this approach to investing is vital in order to safeguard the long-term savings of our customers.

 
          30% Club

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

The 30% Club sets an objective of achieving gender balance on boards and in senior management, tracking progress towards a target of 30% female diversity. We joined the 30% club because we focus on this issue and believe that diverse boards better enable companies to compete in the global marketplace, attract and retain top talent, and create long-term shareholder value.

SG 09.2. Assets managed by PRI signatories (Private)

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明 

          Our investment professionals participate in various training and education programs for clients, including financial and product discussions, research, and Question and Answer on RIA panels, Bloomberg TV, CNBC, LinkedIn, and Twitter.  Fidelity frequently hosts public webinars and publishes research on Fidelity.com reviewing ESG basics, ESG market landscape, and how to evaluate portfolio impact.

行動の頻度

説明 

          Fidelity has made financial contributions to two entities focused on research.

行動の頻度

説明 

          Fidelity is a signatory of the Task Force for Climate-related Financial Disclosure and encourages companies and industries to provide greater transparency on key metrics using the TCFD and SASB frameworks as guidance.

行動の頻度

説明 

          Our Head of ESG Stewardship, Head of ESG Investing, and ESG analysts speak publicly at events and conferences, promoting responsible investment to retail clients, RIAs, plan sponsors, and consultants.

行動の頻度

説明 

          ESG factors are part of the research mosaic our portfolio managers and analysts use to evaluate their investment opportunities and build their investment thesis. To this end, we are committed to providing our investment teams with published research to inform their investment decisions about individual securities.  This includes research and data on ESG topics to aid in the evaluation of companies we invest in.

行動の頻度

説明 

          As signatory to PRI, we are held accountable for ensuring that we uphold those principles, and we are committed to this.

行動の頻度

説明 

          Fidelity published, and communicated via webinars, topics on responsible investment.  These topics included, but were not limited to, ESG characteristics, measuring impact using screening, demand for ESG products, and performance implications for ESG investing.

行動の頻度

説明 

          Fidelity is a member of the Sustainable Development Goals & Active Ownership PRI working groups.

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

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

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