Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Investor Presentation (2025)
21 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, 2025
Slide 1: ESG and sustainable investing
Lesson 14 ESG and sustainable investing © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 1
Slide 2: Minds on
Lesson 14 Minds on • What does it mean to be ethical? • What are ways that businesses can be ethical and unethical? © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 2
Slide 3: Four corners activity
Lesson 14 Four corners activity • Each corner of the room will represent a different opinion or stance (strongly agree, somewhat agree, somewhat disagree and strongly disagree). • After I read each statement, move to the corner of the room that best represents your view on the statement. • You will
Slide 4: Statements
Lesson 14 Statements 1. I only buy things from ethical businesses. 2. Companies should prioritize environmental sustainability even if it reduces profits. 3. The primary responsibility of a business is to make money, not solve societal and environmental issues. 4. Consumers should boycott businesses
Slide 5: ESG investing
Lesson 14 ESG investing ESG investing considers environmental, social and governance factors in the investment process. • Environmental factors: Environmental factors relate to a company’s impact on the natural environment and the sustainable use of natural resources. • Social factors: Social factor
Slide 6: What is a stakeholder?
Lesson 14 What is a stakeholder? • A stakeholder is any person, group or organization who may be affected by the activities of the business. • Who are the stakeholders of a business? © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 6
Slide 7: Stakeholders
Lesson 14 Stakeholders Who is affected by the actions of a business? © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 7
Slide 8: Corporate social responsibility
Lesson 14 Corporate social responsibility Corporations doing good Corporations not doing things bad things • Donating goods, services, or money • Becoming carbon neutral. to charities. • Safe working conditions and fair • Sponsoring teams, schools and wages. community initiatives. • Transparency and
Slide 9: Why do businesses practise social responsibility?
Lesson 14 Why do businesses practise social responsibility? © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 9
Slide 10: ESG investing
Lesson 14 ESG investing • ESG investing incorporates environmental, social and governance factors in the investment process. • Let’s brainstorm examples of • environmental factors: relate to the natural environment • social factors: relate to stakeholders • governance factors: relate to how a firm i
Slide 11: ESG criteria: Environmental
Lesson 14 ESG criteria: Environmental • Climate change mitigation: Investing in • Waste reduction: Backing companies that companies that actively work to reduce minimize waste generation and promote their carbon footprint and address climate recycling and sustainability in their change issues. opera
Slide 12: ESG criteria: Social
Lesson 14 ESG criteria: Social • Labour practices: Supporting companies • Human rights: Supporting organizations that maintain fair labour practices, safe that respect and uphold human rights working conditions and worker rights. standards. • Diversity and inclusion: Investing in • Social justice: I
Slide 13: ESG criteria: Governance
Lesson 14 ESG criteria: Governance • Ethical leadership: Supporting companies • Board diversity: Backing companies with with strong and ethical leadership, diverse and independent boards of directors. transparent decision-making and good • Business ethics: Investing in companies corporate governance
Slide 14: Examples of ESG funds offered by Fidelity
Lesson 14 Examples of ESG Fidelity funds Sustainable offered World ETF by Fidelity Fidelity Women’s Leadership • These mutual funds aim to (ETFW) Fund address climate change by • This exchange-traded fund (ETF) • This mutual fund focuses on investing in companies that are aims to provide investors w
Slide 15: Watch out for greenwashing!
Lesson 14 Watch out for greenwashing! • Greenwashing: Providing false information about environmental sustainability. • Companies may exaggerate positive aspects to hide negative practices. © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 15
Slide 16: Case study analysis
Lesson 14 Lesson 14 - Case study analysis 1. Choose from one of the three case studies on the following slide. 2. Create a diversified ethical investment portfolio by selecting ESG investments that align with the case subject’s personal ethical criteria. Rules: 3. You must invest in at least five se
Slide 17: Case Studies
Lesson 14 Case Studies © 2025 FIDELITY INVESTMENTS CANADA ULC 2387553-v2025328 17
Slide 18: Case Study 1: Yuna - Ethical priorities
Lesson 14 Case Study 1: Yuna - Ethical priorities Yuna is deeply passionate about environmental conservation and wants her investments to support companies with strong environmental practices. This is her primary focus- she wants to invest in companies that are carbon - neutral and low – waste - tha
Slide 19: Case Study 2: Chioma - Ethical priorities
Lesson 14 Case Study 2: Chioma - Ethical priorities While concerned about the environment, Chioma’s primary focus is on social justice issues such as human rights, diversity and equality. Chioma prioritizes investments in companies with fair labor practices, diversity in leadership and a commitment
Slide 20: Case Study 3: Michael - Ethical priorities
Lesson 14 Case Study 3: Michael - Ethical priorities Michael’s primary concern is investing in companies with transparent governance structures, ethical leadership and a commitment to shareholder rights. Michael believes in the importance of environmental stewardship but prioritizes investments that
Slide 21: Resources to guide your research
Lesson 14 Resources to guide your research • https://www.fidelity.ca/en/investments/sustainable-investing/ • https://www.fidelity.co.uk/investing-esg/sustainable-investmen t-finder/ • https://www.forbes.com/uk/advisor/investing/best-ethical-stoc ks-shares-isa/ • https://finance.yahoo.com/news/profit
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