We understand that every investment decision we make has consequences for client portfolios and society as a whole.
Engagement is at the heart of our approach and as one of the largest asset managers in the world, we use our corporate access, committed relationships and continuous work with companies to create lasting value for all.
Engagement is at the heart of our approach to sustainability. We firmly believe as active stewards of our investors’ capitals that we should be making a positive impact on those companies in which we invest.
Our rigorous bottom-up research process means we understand ESG issues at a company level and believe that companies focused on these issues are more resilient and are more likely to perform better over the long-term. Watch our video to learn why.
| Module | 2020 Fidelity score | 2020 median | 2019 Fidelity score | 2019 median |
|---|---|---|---|---|
| Strategy & governance | A+ | A | A+ | A |
| Listed equity – incorporation | A+ | A | A+ | B |
| Listed equity – active ownership | A+ | B | A+ | B |
| Fixed income – corporate non-financial | A+ | B | A+ | B |
| Fixed income – SSA | A+ | B | A+ | B |
| Fixed income – corporate financial | A+ | B | A+ | B |
| Fixed income – securitised | A+ | B | A+ | C |
To access the PRI transparency report please visit: https://www.unpri.org/signatories/fidelity-international/1201.article
Source: PRI. Rating was assessed in 2020 by the PRI and was based on company data as at 31 December 2019. Range of ratings go from E to A+.
A more detailed assessment report is available upon request, please contact your local relationship manager
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Read our latest brochure for more detail about sustainable investing at Fidelity and recent case studies.
Visit our Learning Hub to learn about key concepts, why sustainable investing matters and ways you can consider it in your investment portfolio.
