This report shows public data only. Is this your organisation? If so, login here to view your full report.

Fidelity Investments

PRI reporting framework 2020

serch-btn
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
Pdf-img

You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework (Not Applicable)

SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

上場株式 – ESGの組み入れ

Our Adviser that oversees external money managers, Strategic Advisers LLC (“Strategic”), periodically receives, and reviews, updated external sub-advisers’ voting guidelines or policies; however, it does not currently have any specific mandates that would require additional controls or oversight practices regarding sub-advisers’ consideration of ESG issues.

上場株式 – エンゲージメント

Our Adviser that oversees external money managers, Strategic Advisers LLC (“Strategic”), periodically receives, and reviews, updated external sub-advisers’ voting guidelines or policies; however, it does not currently have any specific mandates that would require additional controls or oversight practices regarding sub-advisers’ consideration of ESG issues.

上場株式 – （委任状による）議決権行使

Our Adviser that oversees external money managers, Strategic Advisers LLC (“Strategic”), periodically receives, and reviews, updated external sub-advisers’ voting guidelines or policies; however, it does not currently have any specific mandates that would require additional controls or oversight practices regarding sub-advisers’ consideration of ESG issues.

その他 (1) [OO 05から抽出]

Our Adviser that oversees external money managers, Strategic Advisers LLC (“Strategic”), periodically receives, and reviews, updated external sub-advisers’ voting guidelines or policies; however, it does not currently have any specific mandates that would require additional controls or oversight practices regarding sub-advisers’ consideration of ESG issues.

17.2. 補足情報 [任意]

Previous Section Next Section
Top