Fidelity's engagement with China's ZTO Express delivery company began in 2019. Analyst and portfolio manager Terence Tsai worked with ZTO to improve its ratings with third party agencies which were judging the company without recognising local business differentiation. That engagement led to  ZTO's first English language ESG report - an action that saw others in the highly competitive Chinese logistics industry follow suit - as well as an improved rating with one of the agencies.

In this video we hear from Terence about that initial engagement as well as from portfolio manger Lynda Zhou and ESG analyst Jingmin Hu as they visit the company's distribution hub in Shanghai. There they see first hand the immense scale of ZTO's operations and talk to senior executives about the company's latest efforts to improve its ESG credentials.

Read more on Fidelity's collaboration with ZTO here.

Terence Tsai

Terence Tsai

Analyst and Portfolio Manager

Lynda Zhou

Lynda Zhou

Portfolio Manager

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer

Neil Gough

Neil Gough

Asia Editor

Jingmin Hu

Jingmin Hu