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Fidelity Investments

PRI reporting framework 2020

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Our ESG stewardship team plans and sets objectives at least quarterly for: education, thought leadership, ESG research accessibility, evaluation of proxy voting proposals, and specific Fidelity involvement in external ESG initiatives.  The ESG stewardship group falls under the Head of ESG Investing within the Asset Management Division.  Objectives are reviewed with all asset class CIOs, heads of research, and executive stakeholders within Fidelity.  Responsible Investment practices and Proxy Voting Guidelines are reviewed and updated at least annually.  Fidelity‚Äôs ESG activities and Proxy Voting Guidelines are also periodically reviewed with the Fund Boards.

SG 06. Main goals/objectives this year (Private)