Evaluating how effectively a company serves its stakeholders in the broadest sense is integral to our investment process. Building this proprietary sustainability ratings tool was a natural next step that matches our bottom-up fundamental research process and draws on our deep corporate access.
Marty Dropkin, Global Head of Research, Fixed Income, Fidelity International
The strength of our proprietary ratings lies in the integration of our equity and fixed income research at the issuer level with the ongoing engagement undertaken by our ESG team, portfolio managers and analysts. This gives us the opportunity to provide our clients with a truly forward-looking view of the multiple factors impacting a company’s ESG performance and future trajectory.
Ned Salter, Head of Equity, Fidelity International
Note to editors
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future. We invest £235.5bn globally on behalf of clients in 26 countries across Asia-Pacific, Europe, the Middle East, and South America. Our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for £81.7bn in assets under administration. Data as at 31 March 2019.Any opinions expressed are made at the time of writing and can be subject to change without notification.
