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LEADERS UNIVERSE SUSTAINABLE EQUITY

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About the Leaders Universe

As a leading ‘search platform’ for institutional asset owners and from our close partnership with Pensions & Investments, Global Fund Search has unique access and insight into the work and preferences of institutional selection teams around the globe. The knowledge we accumulate ultimately makes us able to systematically identify the leading asset managers, e.g. within sustainable investing.

Sustainable investing is one of the major themes that we see among our investor-clients today, and it is a theme that is likely to play an important role in institutional investing for many years to come. Therefore, we dedicate this section of our platform to the leading asset managers and products that we, and our investor-network, see in this space.

Sustainable Equity Leaders

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News story

20-05-2021

ESG News Update May 2021

May 2021 ESG NEWS IN COLLABORATION with   Here are the top news, stories, observations and other interesting things that we hear about in the ...

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05-03-2021

ESG News Update March 2021

March 2021 ESG NEWS IN COLLABORATION with   Here are the top news, stories, observations and other interesting things that we hear about in th...

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24-11-2020

ESG News Update December 2020

December 2020   Here are the top news, stories, observations and other interesting things that we hear about in the market, with relevance for...

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12-08-2020

ESG News Update August 2020

August 2020   Here are the top news, stories, observations and other interesting things that we hear about in the market, with relevance for s...

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02-06-2020

ESG News Update June 2020

June 2020   Here are the top news, stories, observations and other interesting things that we hear about in the market, with relevance for sel...

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03-03-2020

ESG News Update March 2020

March 2020   Here are the top news, stories, observations, white papers etc. that we hear about in the market and with relevance for selection...

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ESG NEWS IN COLLABORATION WITH
Nordsip Pensions Investments

White papers

Opportunities and Challenges In a Net-Zero Carbon World - One Year On
The Game has Changed - The New Road to Net Zero
Investing in Cybersecurity
The International Energy Agency (IEA) Net Zero Pathway
BMO GAM ESG Viewpoint - Climate Voting 2020
BMO GAM ESG Viewpoint - Artificial Intelligence
BMO GAM Net Zero Commitment
BMO GAM - Responsible Investment brochure
Wellington joins Net Zero Asset Managers Initiative
Water: Priced for imperfection
Sustainable Aviation Fuel is Ready for Take-off
Covid-19 index: when might life return to ‘normal’?
Climate change, net zero and the employment myth
Boston Common's Geeta Aiyer uses her shareholder platform to effect social change
Valuable Resources for Responsible Investors
Sustainable Cities
Responsible_Consumption and Production
Renewable Energy
Empowerment
The Rise of Micro mobility and Green Urban Spaces
Taking Action to Address Climate Change
Organizations That Are Shaping The Future Of ESG
Chief of Female-led Boutique on the ESG Tipping Point
Climate Change Expectations
Hidden Factors: Exploring Equity Market Behaviour In 2020
The Materiality of The S In ESG
Take ESG Ratings With A Grain Of Salt
Meat is not a vegetable
Hydrogen - Climate saviour? Source of hope for decarbonisation of the economy
ESG post coronavirus - twelve propositions
SI Opener: Health Care needs stronger ethics to combat opioid abuse
Climate Change Risk Management: There Is No Planet B
ESGenius: Getting ‘hydrogen ready’
Boosting Sea Legs
Investing in the Circular Economy
The Value of ESG - Building on a Strong Foundation
ESG Focus: Acceleration of electric mobility
Two Decades of Sustainable Equity Investing
How Top-Down Governance Analysis Adds Value
ESG Scores as a Measure of Quality
ESG Outlook: Five Key Trends Are Driving Momentum in 2020
ESG Focus: Carbon Emissions and Data Centers
Navigating the ESG labyrinth
The Waste Side Story - the other side of consumption
More than a decade of ESG integration
The Cost of ESG
Performance characteristics of ESG scores
Investing in an age of extreme weather events
ESG integration in practice
Fidelity Analyst Survey 2020 (ESG included)
From Alchemy to Gold - Quantifying the ESG impact for Sustainable Global Stars Equities
Sustainable Perspectives
Healthy Returns - Sustainable Investing in the Health Care Sector
Integrating ESG Factors into the Investment Process Moves the Needle Forward
The Importance of SDG Investing in Emerging Markets
Clearbridge - Enhancing Fundamental Analysis Through ESG Integration and Active Company Engagement
Clearbridge - The Future of Investing
Sustainable Thematic Returns in a Growth-challenged World

Spotlight

ESG philosophy

Fidelity International’s vision is to deliver innovative client solutions for a better future. Sustainable investing, which factors in Environmental, Social and Governance (ESG) performance, is therefore an integral part of approach as a company that focuses on long-term sustainable outcomes.

Fidelity has developed a proprietary sustainability rating leveraging our internal research and interactions with issuers. The proprietary sustainability rating is based on the following principles:

Focusing on material issues

The rating focuses on 5 to 10 material ESG issues for 99 different subsectors. The list of ESG issues has been selected by the Sustainable Investing Team and the analysts based on their relevance, materiality and forward-looking nature.

Leveraging internal research capabilities

Analysts have access to a variety of sources of information to evaluate the ESG risks and opportunities of issuers under their coverage. Equity and fixed income analysts work together to rate and provide a qualitative comment on each ESG issue.

When rating companies, analysts consider the following components:

  1. Awareness: Is the company aware of its material risks? Are commitments to address these risks institutionalized across its operations?
  2. Action: How well does the company implement its policies to address key risks/take advantage of opportunities?
  3. Results: How effective are the company’s policies and programs in practice? Has the company been subject to significant controversies?

Analysts then assign an overall A to E rating (C being understood as the sector average) for each rated name on a sector relative basis. Whilst an equally-weighted average of the issue-level ratings is automatically provided, analysts have the discretion to override the overall rating if they consider that one issue may be more prevalent for a company.

Providing a forward-looking assessment 

The rating is designed to generate a forward-looking and holistic assessment of ESG risks and opportunities. Analysts qualify the direction of change of companies’ ESG performance (positive, neutral or negative trajectory).

Incorporating engagement insights

Where the information is not available due to a lack of disclosure, analysts are encouraged to contact the company and ask questions about these issues to complete their assessments. Our analysts conduct about 15,000 company meetings a year and regularly use these meetings to gain information about companies’ ESG management.

Fidelity has developed an ‘ESG Rating App’ available to the investment team on our internal research system Insight. Analysts use the ESG Rating App to populate the ratings and record their commentaries. They can also flag companies they consider as good candidates for engagement. Names rated below C are automatically flagged for our Sustainable Investing Team to follow up with the company.

Visit www.fidelity.lu/sustainable-investing for more information including our ESG proprietary rating video.

Read more

Sustainable products
  • Fidelity Funds Sustainable Eurozone Equity
  • Fidelity Funds Sustainable Global Equity
  • Fidelity Funds Sustainable Water & Waste
Reports & Documents
White paper(s)
Fidelity Analyst Survey 2020 (ESG included)
The Waste Side Story - the other side of consumption
Boosting Sea Legs
ESGenius: Getting ‘hydrogen ready’

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