Through our rigorous bottom-up research process we gain an in-depth understanding of Environmental, Social and Governance (ESG) issues at a company level before they escalate and potentially threaten the value of our clients’ investments.
ESG is part of our investment process
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.
An evolution of ESG at Fidelity
We are continually striving for enhanced ESG policies and integration into our investment process.
We pursued initiatives to further integrate ESG issues into research and portfolio monitoring with increased collaboration between ESG specialists and investment teams.
We have structured our engagement program to be more proactive and systematic in our engagement on environmental and social issues.
Through direct dialogue and collaborative initiatives, we called on carbon intensive sectors such as oil & gas and electric utilities to make concrete commitments to substantially reduce carbon emissions.
Contributing to global standards
We participate in the debate over the development of appropriate standards for responsible investment through our membership in various forums including:
- Asian Corporate Governance Association (ACGA)
- Corporate Governance Forum
- Global Real Estate Sustainability Benchmark (GRESB)
- International Corporate Governance Network (ICGN)
- The Investor Forums (in both Japan and the UK)
- UK Sustainable Investment and Finance Association (UKSIF)
- Dutch Association of Investors for Sustainable Development (VBDO)
In addition, we are signatories to the UK Stewardship Code and the Japanese Stewardship Code.