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Fidelity Investments

PRI reporting framework 2020

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe Our ESG team developed a tool using third-party ESG data to produce a fund report for portfolio managers detailing ESG risks and opportunities within their portfolio and benchmark, and ideas for ESG score improvement.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

While we don't yet formally consider ESG in strategic asset allocation or scenario analysis, Fidelity considers ESG factors in our investment process in several ways, including through our own proprietary research analysis and direct company engagement. In addition, Fidelity has access to independent third-party research that provides company specific ESG research and data that our investment professionals may use to evaluate investment opportunities.


SG 13 CC.


SG 14. Long term investment risks and opportunity (Private)


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas (Private)


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