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Fidelity Investments vs State Street

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

C
Fidelity Investments
44.2/100
B
State Street
59.7/100

Political donations

Fidelity Investments

No public record found.

State Street

No FEC PAC contributions on record.

Environment

Fidelity Investments

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

State Street

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

Labor

Fidelity Investments

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

State Street

23 federal penalties totaling $1.2B since 2000 (Violation Tracker).

DEI

Fidelity Investments

No public record found.

State Street

HRC Corporate Equality Index 100/100 (2025) — top-tier LGBTQ+ workplace equality rating. Bloomberg Gender-Equality Index member (2024) — transparent on female leadership, equal pay, inclusive culture.

Charity

Fidelity Investments

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

State Street

$15M reported corporate giving in 2024 (~0.13% of revenue) via State Street Foundation. Operates the State Street Foundation Inc: $25.8M in charitable contributions, gifts & grants paid (FY2023, IRS Form 990-PF).

Animal testing

Fidelity Investments

No public record found.

State Street

No public record found.

Firearms

Fidelity Investments

No public record found.

State Street

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.

State Street

No public record found.

Executive pay

Fidelity Investments

No public record found.

State Street

CEO total compensation $16.7M (2024; other named executives averaged $6.4M) — SEC pay-versus-performance disclosure (Item 402(v) XBRL).

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