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Strategies
Explore our research-driven approach to sustainable investing
Discover how our robust lineup of differentiated sustainable investments can help align your clients' portfolios with their goals.
The principles that guide our approach to sustainable investing
Our deep proprietary research and disciplined investing principles are the foundation of Fidelity's sustainable investing approach. Our principles are built on:
Investment performance
As with all our portfolios, we maintain a focus on seeking consistent investment performance.
Research
Our proprietary research focuses on financially material ESG factors.
Cross-asset class collaboration
Our differentiated investing process is supported by collaborative proprietary ESG research across asset classes.
Engagement
We engage with issuers as part of our ESG research and stewardship initiatives.
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The sustainable investing exclusion criteria avoids investments in issuers that are directly engaged in, and/or derive significant revenue from, certain industries. As of 2/1/22, these include: civilian semi-automatic firearms; tobacco production, or bonds issued against the proceeds of tobacco settlements; for-profit prisons; controversial weapons (e.g., cluster munitions manufacturers, land mines, biological/chemical weapons, blinding lasers, and incendiary weapons); and coal production and/or mining.
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