Research

2023-2024 Sustainable investing and stewardship update

The sustainable investing landscape has experienced remarkable change in recent years. We see stewardship as a critical tool for addressing material risks and opportunities to help generate long-term investment value.

Key Takeaways

Fidelity's proprietary fundamental and quantitative research functions propel our sustainable investing and stewardship capabilities.
Our research on financially material sustainability factors is guided by the same intellectual rigor and proprietary analysis that shapes all our active management capabilities.
We report on our robust research, engagement and proxy voting, as a steward of capital.

Access the paper and overview to learn about our perspectives on the following topics:

An update on sustainable investment research
Engagement
Proxy voting results
Investment ecosystem
Looking ahead to growing our stewardship and sustainable investment research expertise

Get the full white paper

2023 - 2024 Sustainable investing and stewardship update

Next steps to consider

Sustainable Investing Solutions

Sustainable Investing Strategies

Help your clients align their portfolios with their investment and sustainability goals.

Learn more

International Equity

International Equity

Discover new ideas for your clients’ portfolios with our full range of international equity funds.

Learn more

Domestic Equity

Target your clients’ investment needs with our broad lineup of domestic equity solutions.

Learn more

1146881.2

C2FAF92F596146B6A27E27EAC8B9C011

Past performance is no guarantee of future results.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.