Sustainable investing strategies
Help your clients align their portfolios with their investment and sustainability goals, with our robust lineup of sustainable investments, strategies, and more.
Sustainable investing involves the evaluation and analysis of environmental, social, and governance (ESG) factors as part of the investment research and decision-making process. Clients seeking to align their portfolios with their investment and sustainability goals can use these three factors to evaluate the companies they may want to invest in:
Efficiently steward environmental resources, including the risks and opportunities they pose to a company’s long-term success.
Prioritize the well-being of employees, suppliers, communities, and customers impacted by company business operations.
Emphasize the effective management of company strategy, structure, operations, and internal processes, as critical drivers of investment value.
We offer both active and passive broad sustainable- and thematic-focused investment options across asset classes. Taken together, our solutions may allow investors to create a diversified portfolio of robust, differentiated, sustainable investments.
- Broad Based
Fidelity Advisor Climate Action Fund
Fidelity Advisor Environmental Bond Fund
Fidelity Environment and Alternative Energy Fund
Fidelity Advisor Women's Leadership Fund
Fidelity Women's Leadership ETF*
Fidelity Water Sustainability Fund
Fidelity Advisor Healthy Future Fund
Fidelity Clean Energy ETF
Fidelity Advisor Sustainable U.S. Equity Fund
Fidelity Sustainable U.S. Equity ETF*
Fidelity Advisor Sustainable International Equity Fund
Fidelity Advisor Sustainable Emerging Markets Equity Fund
Fidelity Sustainable High Yield ETF
Fidelity Advisor Sustainable Core Plus Bond Fund
Fidelity Sustainable Core Plus Bond ETF
Fidelity Advisor Sustainable Intermediate Municipal Income Fund
Fidelity Advisor Sustainable Low Duration Bond Fund
Fidelity Sustainable Low Duration Bond ETF
Fidelity U.S. Sustainability Index Fund
Fidelity International Sustainability Index Fund
Fidelity Sustainability Bond Index Fund
Fidelity Advisor Sustainable Multi-Asset Fund
Fidelity Advisor Sustainable Target Date Income Fund
Fidelity Advisor Sustainable Target Date 2010 Fund
Fidelity Advisor Sustainable Target Date 2015 Fund
Fidelity Advisor Sustainable Target Date 2020 Fund
Fidelity Advisor Sustainable Target Date 2025 Fund
Fidelity Advisor Sustainable Target Date 2030 Fund
Fidelity Advisor Sustainable Target Date 2035 Fund
Fidelity Advisor Sustainable Target Date 2040 Fund
Fidelity Advisor Sustainable Target Date 2045 Fund
Fidelity Advisor Sustainable Target Date 2050 Fund
Fidelity Advisor Sustainable Target Date 2055 Fund
Fidelity Advisor Sustainable Target Date 2060 Fund
Fidelity Advisor Sustainable Target Date 2065 Fund
*These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF's shares. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF's portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The ETFs will publish on its website each day a "Tracking Basket" designed to help trading in shares of the ETFs. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between these ETFs and other ETFs may also have advantages. By keeping certain information about the ETFs secret, these ETFs may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance. Continue reading for additional information regarding the unique attributes and risks of these ETFs.
Additional information for Active Equity ETFs: The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. The Tracking Basket is designed to conceal any nonpublic information about the underlying portfolio and only uses the Fund's latest publicly disclosed holdings, representative ETFs, and the publicly known daily performance in its construction. You can gain access to the Tracking Basket and the Tracking Basket Weight overlap on Fidelity.com or i.Fidelity.com. Although the Tracking Basket is intended to provide investors with enough information to allow for an effective arbitrage mechanism that will keep the market price of the Fund at or close to the underlying NAV per share of the Fund, there is a risk (which may increase during periods of market disruption or volatility) that market prices will vary significantly from the underlying NAV of the Fund; ETFs trading on the basis of a published Tracking Basket may trade at a wider bid/ask spread than ETFs that publish their portfolios on a daily basis, especially during periods of market disruption or volatility, and, therefore, may cost investors more to trade, and although the Fund seeks to benefit from keeping its portfolio information secret, market participants may attempt to use the Tracking Basket to identify a Fund's trading strategy, which, if successful, could result in such market participants engaging in certain predatory trading practices that may have the potential to harm the Fund and its shareholders. Because shares are traded in the secondary market, a broker may charge a commission to execute a transaction in shares, and an investor may incur the cost of the spread between the price at which a dealer will buy shares and the price at which a dealer will sell shares.
Learn how Fidelity portfolio managers are incorporating sustainable investing into their investment process.
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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. At present, 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.
ESG specific investment strategies apply only to funds in which ESG criteria are supported by specific language in the respective fund prospectuses. Investing based on ESG factors may cause a strategy to forgo certain investment opportunities available to strategies that do not use such criteria. Because of the subjective nature of sustainable investing, there can be no guarantee that ESG criteria used by Fidelity will reflect the beliefs or values of any particular client. Additionally, Fidelity must rely upon ESG related information and data obtained through third-party reporting that may be incomplete or inaccurate, which could result in Fidelity imprecisely evaluating an issuer's practices with respect to ESG factors.
While environmental, social and corporate governance (ESG) factors are available to incorporate into our investment process across all Fidelity strategy offerings, ESG assessments represent one of many pieces of research available to the portfolio managers and the degree to which it impacts a strategy’s holdings may vary strategy by strategy based on the portfolio manager's discretion. Investing based on ESG factors may cause a strategy to forgo certain investment opportunities available to strategies that do not use such criteria. Because of the subjective nature of sustainable investing, there can be no guarantee that ESG criteria used by Fidelity will reflect the beliefs or values of any particular client.