Fidelity expands sustainable investing capability

Fidelity expands sustainable investing capability

Fidelity International (Fidelity) is pleased to announce the appointment of Daniela Jaramillo as Director, Sustainable Investing, based in Melbourne.

In this newly created role, Daniela will work with Fidelity’s investment team to help further integrate sustainability considerations into the firm’s investment process. She will work closely with Fidelity’s large research function on the firm’s proprietary sustainability ratings, support engagement and voting activities with investee companies and contribute to the development of Fidelity’s sustainability product offerings. In addition, Daniela will act as a spokesperson for Fidelity and represent the firm’s sustainable investing capabilities in Australia and New Zealand.

Daniela will report to Jenn-Hui Tan, Global Head of Stewardship and Sustainable Investing at Fidelity International, who comments: “Daniela is a welcome addition to an already strong sustainable investing team, and I’m delighted to have her on board. She brings extensive experience in ESG strategy and policy, including integrating the Sustainable Development Goals into investment strategy, which will be highly additive to the continuing integration of sustainability practices into our investment process.”

With more than 15 years of experience, Daniela joins Fidelity from HESTA where she was most recently Senior Responsible Investment Adviser. During her time at there, she founded 40:40 Vision, an investor led initiative to drive gender diversity in the C-suite of ASX listed companies. Prior to HESTA, she held roles in sustainable investment across the US (Wespath Investment Management) and UK (Legal & General Investment Management). She is currently a board member of the Responsible Investment Association Australasia (RIAA) and has also served as a member of the PRI Stewardship Advisory Committee. Daniela holds an MSc. in Environment and Development from London School of Economics and a B.A in Journalism from Universidad San Francisco de Quito.

Daniela’s appointment follow’s Fidelity’s recent hire of Gabriel Wilson-Otto to the position of Director, Sustainable Investing, in Hong Kong and brings the size of the firm’s dedicated Sustainable Investing Team in Asia Pacific to 13 across five markets and 26 globally.

Jenn-Hui continues: “ESG continues to be a top priority at Fidelity. Building out the capability and coverage of our global Sustainable Investing Team both here in APAC and in Europe, signals just how important this is to us as a firm and to our clients”

 

 

Sustainable Investing at Fidelity International

At Fidelity, we believe that high standards of corporate responsibility make good business sense and have the potential to protect and enhance investment returns. Consequently, we integrate Environmental, Social and Governance (ESG) issues into our research and investment decision-making process; we believe it has the potential to affect the long-term value of an investment.

Our objective is to act as responsible stewards of our clients’ capital and to influence corporate behaviours that will help to build and potentially increase investment returns. We do this in three ways:

  1. By integrating sustainability research and ratings into our fundamental research and security selection process
  2. By using our corporate access to promote positive change and protect shareholder value
  3. By offering sustainable investment solutions to meet our clients’ investment needs and objectives

 

Useful links:

https://www.fidelity.com.au/sustainable-investing/

 

 

This document is issued by Fidelity Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International.

Prior to making an investment decision, retail investors should seek advice from their financial adviser. This is for information purposes only. Investors should obtain and consider the Product Disclosure Statements ("PDS") for before making any decision about whether to acquire any Fidelity Australia product. The PDS is available on www.fidelity.com.au or can be obtained by contacting Fidelity Australia on 1800 119 270. This document has been prepared without taking into account your objectives, financial situation or needs. You should consider such matters before acting on the information contained in this document. The issuer of Fidelity's funds is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. Details of Fidelity Australia’s provision of financial services to retail clients are set out in our Financial Services Guide, a copy of which can be downloaded from our website. This document may not be reproduced or transmitted without the prior written permission of Fidelity. 

© 2021 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL Limited.

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