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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 » (B) Implementation: Thematic

(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

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.

Fidelity's Women's Leadership actively managed mutual fund follows a global equity strategy of investing in both growth and value stocks, targeting companies that fulfill at least one of three criteria:

1. A woman on the senior management team;

2. At least one-third female board members; or

3. Demonstrated commitment through gender diversity initiatives and policies to attract, retain, and promote women.

As an actively managed fund, Fidelity Women’s Leadership Fund is uniquely capable of delving deeper, beyond focusing purely on gender demographics, to evaluate companies that are incorporating these 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 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.


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