FidelityConnects

ESG and the investment process - Matt Egerton


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Many investors are exploring the growing number of ESG investment solutions available to them in the marketplace. The options can be overwhelming, and for those looking to include sustainable investments in their portfolios, greenwashing continues to be a major concern. To discuss the ins and outs of how he evaluates investment opportunities with an ESG lens, we’re joined by Matt Egerton, analyst and portfolio manager. Matt and host Pamela Ritchie discuss what the regulatory landscape in North America and beyond means for ESG, and also how companies disclose information. Matt also touches on what engagement and accountability look like within Fidelity’s sustainable investing approach and screening process. This includes using a new ESG rating system called Version Two, launched recently at the end of March. Matt notes there are over 3,000 issuers now rated by Fidelity’s analysts in that system.

Recorded on April 20, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_egerton_apr20.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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