Fidelity Investments

Assessment year: 2018

Total score 
0 out of 5
Awareness, understanding and intent 
0 out of 5
Commodity 
0 out of 5
Scope 
0 out of 5
Implementation, monitoring and reporting 
0 out of 5

Assessment year: 2017

Total score 
0 out of 5
Awareness, understanding and intent 
0 out of 5
Commodity 
0 out of 5
Scope 
0 out of 5
Implementation, monitoring and reporting 
0 out of 5

Assessment year: 2016

Total score 
1 out of 5
Overall forest policy 
1 out of 5
Policy strength 
0 out of 5
Reporting and transparency 
0 out of 5
Financial institution type 
Asset manager
HQ 
United States

Collective commitments

Banking Environment Initiative member
No
New York Declaration on Forests signatory
No

150 Financial institutions

Investors and lenders need to adopt and implement environmental, social and governance (ESG) criteria that ensure their investments are not funding deforestation. For analysis of how the financial sector is performing click here.

This assessment has been carried out following the assessment methodology developed for the Forest 500 project.

Profile 

Fidelity Investments are a financial services company headquartered in the US offering investment and asset management services for individuals and institutions. Their services include annuities, workplace pensions, wealth management and institutional investment products. As of 2017, Fidelity has 2.4 trillion USD in global assets under management and 6.5 trillion USD of customer assets in total. Fidelity Investments are one of the top 10 shareholders in Forest 500 companies with over 56 billion USD worth of shares in companies in a variety of sectors exposed to forest risk commodities, including cosmetics, food, construction and agriculture.

Other financial institutions

Mizuhu Financial Group Inc.

Score
1 out of 5

Janus Henderson

Score
1 out of 5

Invesco

Score
1 out of 5

Standard Life Aberdeen

Score
1 out of 5

Schroders

Score
1 out of 5

Nomura

Score
1 out of 5

Disclaimer

This assessment has been carried out following the methodology developed for the Forest 500 project, available here. Please see our disclaimer applicable to all information contained within this site and our citation guidance for advice on how to cite data presented here or elsewhere on this site.

Please contact us with any concerns or feedback about this or other assessments included in the Forest 500.