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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 » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Fidelity believes that high standards of corporate responsibility generally make good business sense and have the potential to protect and enhance investment returns. Consequently, our investment process takes ESG issues into account when, in our view, they have a material impact on either investment risk or return consistent with the investment Guidelines and objectives of each fund and account.

LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

Our portfolio managers and analysts incorporate ESG factors and research into the “mosaic”  they use to evaluate investment opportunities. We currently use two of the industry's leading ESG research providers, both of which are integrated into our proprietary investment technology. Analysts and portfolio managers also have access to a wide array of ESG resources via ESG data providers, as well as sell-side ESG research from leading brokerage houses.

These research sources provide extensive coverage of ESG issues:  company specific ratings and research, corporate engagement activity, and thematic sector and industry ESG research. Dedicated ESG analysts from each of the research providers are available to our investment team for consultation on company-specific issues or industry research.

ESG information is provided in equity (retail & institutional) and fixed income investment & research interfaces, where ESG ratings are present on holdings and benchmarks.

LEI 10. Aspects of analysis ESG information is integrated into (Private)