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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 » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲 
          UK Stewardship Code

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務（または同等のもの）の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

As long-term investors, Fidelity manages funds and accounts with the overriding goal of providing the greatest possible return to shareholders and clients consistent with the investment Guidelines and objectives of each fund and account. As part of our process of deciding whether to buy, or sell, a company's securities, we take into consideration corporate governance practices, including ESG issues where we believe those issues are material to the company's outlook and/or valuation. Fidelity believes that strong management creates long-term shareholder value, and we generally support management of companies in which we have invested fund and account assets. While we generally do not screen out companies from our investment universe, with the exception of select products, Fidelity believes that evaluating companies from a variety of perspectives helps us develop a more robust information mosaic on which we can build our investment theses. Therefore, ESG considerations are generally incorporated into our evaluation of an issuer's investment risk or return, across all asset classes, sectors, and markets in which we invest. To this end, we are committed to providing our investment teams with resources to inform their investment decisions about individual securities, including research and data on ESG topics.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

Fidelity believes that best-managed companies work to maintain balance among varied interests across stakeholders and have transparent and clear policies to engage with stakeholders.  This balance includes having policies that address ESG issues in the communities in which a company operates.  We believe that these issues generally make good business sense, and ESG considerations are generally incorporated into our evaluation of an issuer’s investment risk or return.
Our investment policy covers all of our AUM.  

We have access to independent third-party research that provides company-specific ESG research and data as an additional tool for our investment professionals to use as they evaluate investment opportunities.

01.6. 補足情報 [任意]

SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/ESG-StatementofPolicy.pdf

URL/添付ファイル

URL https://www.fidelity.com/about-fidelity/fidelity-by-numbers/fmr/proxy-voting-overview

URL/添付ファイル

URL https://www.fidelity.com/about-fidelity/fidelity-by-numbers/fmr/proxy-voting-overview

その他（具体的に記載してください）（1） 

          UK Stewardship Code

URL/添付ファイル

添付ファイル

FMR UK Stewardship Code.pdf

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL https://www.fidelity.com/mutual-funds/investing-ideas/socially-responsible-investing?imm_pid=700000001009773&immid=100598&imm_eid=ep35275476795&gclid=EAIaIQobChMI67SZhNuk4AIV1QOGCh38awpFEAAYASAAEgIfZfD_BwE&gclsrc=aw.ds

URL/添付ファイル

URL https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/ESG-StatementofPolicy.pdf

URL/添付ファイル

URL https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/ESG-StatementofPolicy.pdf

URL/添付ファイル

URL https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/ESG-StatementofPolicy.pdf

URL/添付ファイル

URL https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/fidelity-stewardship-and-proxy-principles.pdf

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Fidelity has policies, procedures and governance in place that are intended to address actual or potential conflicts of interest in its business. As a fiduciary, Fidelity manages its funds and accounts in a manner consistent with the interests of our shareholders without regard to any other Fidelity companies' business relationships. To this end, our policies and procedures cover a number of areas including, but not limited to, personal trading, employee outside activities, and trade allocation. Fidelity's conflicts of interest policy is designed to address situations and activities that may give rise to actual or potential conflicts, or even the appearance of a conflict between an employee's personal interest or those of his or her immediate family members and Fidelity's interests, including the related interests of Fidelity's customers, fund shareholders, and other clients.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

Fidelity has systematically incorporated, across asset classes, material environmental, social, or governance impacts and/or incidents into our internal monthly reporting documents sent to portfolio managers, in addition to the CIO's Quarterly Investment Review (QIR) oversight process. As part of the QIR, the CIO and portfolio manager discuss material controversies within their holdings.

Currently, analysts and portfolio managers have access to ESG research from multiple providers, specialists on the sell-side, and internal analytics, and generally incorporate implications of those issues/controversies into their research and valuations.
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