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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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

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. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

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)