We believe that by investing in companies which operate with high standards of corporate responsibility we can protect and enhance investment returns for our clients.
Through our rigorous bottom-up research process we gain an in-depth understanding of ESG issues at a company level before they escalate and potentially threaten the value of our clients’ investments.
Find out how Fidelity integrates sustainable investing into our investment approach.
Fidelity has introduced an ESG rating into our analyst rating system for the companies that we research. Find out how this creates an opportunity for meaningful corporate engagement and contributes to the long-term performance of our investments.
There are four important inputs into how we analyse ESG for each company that we research - our analysts, our specialist ESG team, external research and our portfolio managers who actively consider ESG in their investment decisions.
We are continually striving for enhanced ESG integration into our investment process4.
In 2018 we:
4 For further information on Fidelity's approach to ESG for Fidelity's managed investment schemes issued by FIL Responsible Entity (Australia) Limited, please refer to the relevant Product Disclosure Statements ("PDS") and the accompanying Additional Information ("AI").
We participated in the debate over the development of appropriate standards for responsible investment through our membership in these forums:
Fidelity is also a signatory to the UK Stewardship Code, the Japanese Stewardship Code, the Hong Kong Securities and Futures Commission Principles of Responsible Ownership and the Taiwan Stock Exchange’s Stewardship Principles for Institutional Investors.