Fidelity Investments

United States

$4.24T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$1.73T
-19%
5.6%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $1.73T

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Vistra Corp11.2%
Nextera Energy Inc8.0%
AES Corp6.1%
Duke Energy Corp5.9%
Southern Co5.7%
Exelon Corp4.4%
Entergy Corp4.3%
Dominion Energy Inc3.8%
NRG Energy Inc2.9%
PG&E Corp2.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co16.7%
Suzuki Motor Corp11.8%
Ford Motor Co11.7%
Toyota Motor Corp11.0%
Hyundai Motor Co6.8%
Stellantis NV5.4%
Kia Corp4.9%
Honda Motor Co Ltd4.4%
Tesla Inc3.5%
Volkswagen AG2.9%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
NACCO Industries Inc21.4%
Arch Resources Inc21.2%
Peabody Energy Corp15.5%
China Shenhua Energy Co Ltd15.3%
Glencore PLC10.8%
Coal India Ltd3.9%
CONSOL Energy Inc2.7%
Warrior Met Coal Inc2.3%
Yankuang Energy Group Co Ltd1.6%
Alpha Metallurgical Resources Inc1.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exxon Mobil Corp14.2%
EQT Corp6.9%
Antero Resources Corp6.2%
Chevron Corp5.7%
Conocophillips5.2%
Canadian Natural Resources Ltd4.8%
Occidental Petroleum Corp3.9%
Hess Corp3.5%
Southwestern Energy Co2.7%
Range Resources Corp2.7%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$365B
8.3%
-21%
United States
$93.8B
6.2%
-12%
United States
$66.9B
7.4%
-20%
United States
$50.9B
7.4%
-20%
United States
$41.6B
4.2%
4%
United States
$39.1B
10.6%
-13%
United States
$38.3B
6.9%
-3%
United States
$33.2B
9.8%
-20%
United States
$32.2B
3.0%
N/A
United States
$28.4B
10.6%
-15%
United States
$26.5B
6.9%
-20%
United States
$24.2B
2.2%
N/A
United States
$20.6B
4.5%
-17%
United States
$20.6B
4.8%
-30%
United States
$20.2B
6.8%
-12%
United States
$17.4B
6.4%
-8%
United States
$15.1B
7.3%
-14%
United States
$14.5B
12.9%
-19%
United States
$13.2B
3.0%
-14%
United States
$13.2B
7.5%
-20%
United States
$13.0B
15.2%
-13%
United States
$12.7B
4.8%
6%
United States
$11.6B
4.9%
7%
United States
$11.5B
3.6%
11%
United States
$11.2B
8.2%
-21%
United States
$10.5B
4.3%
-2%
United States
$9.97B
8.3%
-21%
United States
$9.51B
1.8%
N/A
United States
$9.41B
9.1%
-20%
United States
$9.29B
5.6%
-15%
United States
$8.93B
9.7%
-20%
United States
$8.8B
17.0%
-19%
United States
$8.79B
9.9%
-17%
United States
$8.64B
0%
N/A
United States
$8.29B
9.7%
-15%
United States
$8.13B
6.6%
-3%
United States
$8.03B
13.1%
-20%
United States
$7.75B
3.9%
-2%
United States
$7.55B
2.9%
N/A
United States
$6.98B
2.9%
N/A
United States
$6.95B
12.9%
-19%
United States
$6.88B
5.5%
-19%
United States
$6.77B
6.8%
-3%
United States
$6.63B
6.0%
-35%
United States
$6.3B
10.5%
-19%
United States
$6.14B
8.0%
-29%
United States
$5.88B
8.3%
-16%
United States
$5.63B
11.6%
-20%
United States
$5.61B
5.2%
-1%
United States
$5.6B
0%
N/A
United States
$5.6B
8.0%
-21%
United States
$5.58B
13.0%
-19%
United States
$5.48B
11.6%
-20%
United States
$5.38B
2.9%
N/A
United States
$5.24B
2.4%
N/A
United States
$5.18B
1.3%
N/A
United States
$5.14B
10.1%
-6%
United States
$5.13B
<1%
N/A
United States
$4.83B
0%
N/A
United States
$4.74B
7.5%
-17%
Canada
$4.13B
N/A
N/A
United States
$4.09B
4.8%
2%
United States
$3.74B
0%
N/A
United States
$3.67B
13.1%
-19%
United States
$3.41B
7.7%
-29%
United States
$3.38B
1.2%
N/A
United States
$3.28B
10.8%
-13%
United States
$3.15B
10.4%
-15%
United States
$3.11B
9.5%
-20%
United States
$2.98B
0%
N/A
United States
$2.93B
0%
N/A
United States
$2.93B
4.1%
8%
United States
$2.92B
8.2%
-21%
United States
$2.9B
12.8%
-19%
United States
$2.9B
16.9%
-19%
United States
$2.9B
7.7%
-18%
United States
$2.89B
2.9%
N/A
United States
$2.85B
70.4%
-4%
United States
$2.78B
0%
N/A
United States
$2.66B
7.9%
-16%
United States
$2.66B
12.1%
-33%
United States
$2.53B
5.0%
-33%
United States
$2.47B
0%
N/A
United States
$2.47B
0%
N/A
United States
$2.43B
5.3%
-17%
United States
$2.24B
3.4%
-12%
United States
$2.16B
1.2%
N/A
United States
$2.14B
3.8%
-5%
United States
$2.13B
83.2%
-25%
United States
$2.09B
3.5%
8%
United States
$2.09B
10.7%
-3%
United States
$1.99B
13.2%
-20%
United States
$1.93B
8.7%
-7%
United States
$1.88B
1.5%
N/A
United States
$1.86B
8.3%
-16%
United States
$1.83B
34.7%
-10%
United States
$1.82B
5.6%
-19%
United States
$1.69B
0%
N/A
United States
$1.69B
2.9%
N/A
United States
$1.64B
12.0%
-18%
United States
$1.59B
72.1%
-8%
United States
$1.59B
4.9%
-30%
United States
$1.56B
0%
N/A
United States
$1.54B
70.4%
-4%
United States
$1.54B
0%
N/A
United States
$1.54B
8.8%
-14%
Canada
$1.5B
N/A
N/A
United States
$1.49B
2.4%
N/A
United States
$1.48B
14.1%
-8%
Canada
$1.48B
N/A
N/A
United States
$1.46B
0%
N/A
United States
$1.46B
10.0%
-20%
United States
$1.46B
5.5%
-9%
United States
$1.4B
5.5%
-19%
United States
$1.4B
11.5%
-15%
United States
$1.36B
4.2%
-17%
United States
$1.36B
14.0%
-14%
United States
$1.35B
78.5%
-24%
United States
$1.31B
0%
N/A
Canada
$1.3B
N/A
N/A
United States
$1.25B
4.5%
3%
United States
$1.16B
0%
N/A
United States
$1.13B
10.4%
-19%
United States
$1.12B
1.9%
N/A
United States
$1.1B
2.0%
N/A
United States
$1.05B
12.9%
-19%
United States
$987M
4.7%
39%
United States
$965M
3.2%
-41%
United States
$927M
4.3%
-20%
United States
$908M
56.1%
-24%
United States
$903M
10.1%
-22%
United States
$900M
9.8%
-6%
United States
$855M
13.1%
-20%
United States
$834M
78.0%
-24%
United States
$815M
9.1%
-21%
United States
$769M
18.0%
-17%
United States
$756M
3.6%
-15%
United States
$743M
70.2%
-4%
United States
$725M
<1%
N/A
United States
$725M
15.0%
-13%
United States
$702M
12.1%
-19%
United States
$686M
9.9%
-15%
United States
$626M
9.3%
-18%
United States
$615M
5.4%
-15%
United States
$615M
2.9%
N/A
United States
$585M
5.9%
-17%
United States
$564M
0%
N/A
United States
$553M
8.1%
-23%
United States
$536M
0%
N/A
United States
$531M
2.0%
N/A
United States
$512M
13.3%
-20%
United States
$475M
4.7%
39%
United States
$465M
6.5%
-22%
United States
$458M
7.6%
-22%
United States
$456M
<1%
N/A
United States
$454M
4.7%
-13%
United States
$450M
6.8%
-1%
Canada
$438M
N/A
N/A
United States
$431M
9.7%
-17%
United States
$430M
0%
N/A
Canada
$403M
N/A
N/A
United States
$394M
9.4%
-20%
United States
$382M
5.7%
-16%
Canada
$382M
N/A
N/A
United States
$353M
2.9%
N/A
United States
$347M
0%
N/A
United States
$336M
5.8%
-17%
United States
$331M
23.3%
-13%
United States
$326M
10.4%
-13%
United States
$309M
6.8%
16%
United States
$302M
2.0%
N/A
United States
$284M
6.9%
-20%
Canada
$284M
N/A
N/A
United States
$284M
4.5%
-17%
United States
$276M
0%
N/A
United States
$275M
10.1%
-21%
United States
$264M
9.1%
-12%
United States
$256M
12.7%
-25%
United States
$239M
78.4%
-24%
United States
$225M
16.8%
-19%
Canada
$219M
N/A
N/A
United States
$214M
2.2%
N/A
United States
$203M
11.1%
-16%
United States
$185M
16.4%
-19%
United States
$185M
4.2%
-17%
United States
$161M
9.0%
-18%
United States
$157M
0%
N/A
United States
$153M
12.8%
-19%
United States
$136M
16.4%
-20%
United States
$134M
4.1%
8%
United States
$131M
4.5%
1%
United States
$130M
11.5%
-4%
Canada
$130M
N/A
N/A
United States
$124M
6.5%
-14%
Canada
$123M
18.7%
-12%
United States
$108M
0%
N/A
United States
$106M
33.7%
-45%
United States
$105M
2.0%
N/A
United States
$101M
<1%
N/A
United States
$99.7M
4.7%
-21%
United States
$95.8M
<1%
N/A
United States
$90.9M
8.0%
-18%
United States
$90.5M
10.3%
-13%
United States
$88.9M
6.6%
-20%
United States
$88.2M
<1%
N/A
United States
$87.9M
0%
N/A
Canada
$86.8M
N/A
N/A
Canada
$85.9M
N/A
N/A
Canada
$85.3M
N/A
N/A
United States
$82.0M
0%
N/A
United States
$67.3M
4.6%
4%
Canada
$65.4M
N/A
N/A
Canada
$59.9M
N/A
N/A
United States
$51.0M
28.5%
-15%
United States
$46.9M
0%
N/A
United States
$45.2M
16.3%
-20%
United States
$42.1M
0%
N/A
United States
$42.0M
2.2%
N/A
United States
$41.2M
66.0%
23%
United States
$41.0M
18.0%
-17%
Canada
$37.7M
N/A
N/A
United States
$35.0M
8.8%
-14%
United States
$32.2M
5.3%
-15%
Canada
$31.7M
N/A
N/A
United States
$29.1M
13.7%
-20%
Canada
$27.8M
N/A
N/A
United States
$25.0M
0%
N/A
United States
$23.0M
6.1%
-16%
United States
$21.6M
14.0%
-20%
United States
$21.1M
3.9%
89%
Canada
$20.7M
N/A
N/A
United States
$19.9M
7.9%
-21%
Canada
$18.4M
N/A
N/A
United States
$17.4M
3.1%
4%
United States
$16.4M
0%
N/A
Canada
$15.7M
3.2%
-15%
Canada
$14.5M
N/A
N/A
United States
$13.2M
0%
N/A
United States
$11.8M
3.4%
-22%
United States
$8.88M
7.0%
-17%
United States
$8.14M
2.3%
N/A
United States
$4.6M
4.2%
-12%

Stewardship

E+
Performance Band

5%
Voting Percentage

Detailed Evidence Used to Assess Fidelity Investments

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D-
Performance Band

46%
Organisation Score

40%
Relationship Score

Detailed Evidence Used to Assess Fidelity Investments

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Fidelity Investments - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
14%
 
14%
 
58%
 
58%
 
43%
 
43%
 
40%
 
40%
 
55%
 
55%