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Fidelity Investments vs Invesco

On overall TruNorth grade, Invesco scores higher (Fidelity Investments: D, Invesco: C). Both graded from public records across nine values categories.

D
Fidelity Investments
44.2/100
C
Invesco
46.1/100

Political donations

Fidelity Investments

No public record found.

Invesco

FEC: $25K PAC donations; 62% to Republican, 38% to Democratic committees.

Environment

Fidelity Investments

Net Zero Asset Managers active member (signed 2021) under Glasgow Financial Alliance for Net Zero (GFANZ) umbrella.

Invesco

environmental violation: $73K in federal penalties (Violation Tracker).

Labor

Fidelity Investments

14 federal penalties totaling $54.1M since 2000 (Violation Tracker).

Invesco

45 federal penalties totaling $698.7M since 2000 (Violation Tracker).

DEI

Fidelity Investments

No public record found.

Invesco

No public record found.

Charity

Fidelity Investments

$100M reported corporate giving in 2024 (~0.30% of revenue) via Fidelity Charitable.

Invesco

Operates the Invesco Foundation: $520K in charitable contributions, gifts & grants paid (FY2023, IRS Form 990-PF).

Animal testing

Fidelity Investments

No public record found.

Invesco

No public record found.

Firearms

Fidelity Investments

No public record found.

Invesco

No public record found.

Privacy

Fidelity Investments

Terms-of-service privacy grade D (poor) via ToS;DR (tosdr.org), CC BY-SA 3.0 — transformed to TruNorth's scale.

Invesco

No public record found.

Executive pay

Fidelity Investments

No public record found.

Invesco

No public record found.

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