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 to sustainable investing, and as one of the largest asset managers in the world we aim to use our corporate access, committed relationships and continuous work with companies to create lasting value for all.
We have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2012 and are proud of our ratings across the categories assessed by PRI in 2023, below.
| Module | 2023 Fidelity Star score | 2023 Median |
|---|---|---|
| Policy Governance and Strategy | star on star on star on star on star off | star on star on star on star off star off |
| Indirect - Listed equity - Passive | star on star on star on star off star off | star on star on star on star off star off |
| Indirect - Listed equity - Active | star on star on star on star off star off | star on star on star on star off star off |
| Indirect - Fixed income - Active | star on star on star on star on star off | star on star on star on star off star off |
| Direct - Listed equity - Active quantitative | star on star on star on star on star on | star on star on star on star off star off |
| Direct - Listed Equity - Active fundamental | star on star on star on star on star on | star on star on star on star on star off |
| Direct - Real estate | star on star on star on star on star off | star on star on star on star off star off |
| Direct - Fixed Income - Sovereign, Supranational and Agency (SSA) | star on star on star on star on star on | star on star on star on star off star off |
| Direct - Fixed Income - Corporate | star on star on star on star on star on | star on star on star on star on star off |
| Direct - Fixed Income - Securitised | star on star on star on star on star on | star on star on star on star off star off |
| Direct - Fixed income - Private debt | star on star on star on star on star on | star on star on star on star on star off |
| Confidence building measures | star on star on star on star on star on | star on star on star on star on star off |
Source: Fidelity International, 2023. The assessment was made in 2023 by the PRI, based on company data as at 31 December 2022. Public RI report and Assessment Report
