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.

What is sustainable investing?

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.

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.


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.


We engage with issuers as part of our ESG research and stewardship initiatives.

*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 or 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.

2022-2023 Sustainable investing and stewardship update

Fidelity’s core principles sit at the heart of our investing and stewardship activities. Putting our clients’ long-term interests first and investing in companies that share our approach to creating value over the long-term guides everything we do.

Our perspectives on sustainable investing

Learn how Fidelity portfolio managers are incorporating sustainable investing into their investment process.

Investing for a Sustainable Future with Green Bonds
Learn more about environmental debt securities from Portfolio Manager John Houston.
Thematic investing

Explore the ways thematic investing can help clients enhance their portfolios and align their investments with what matters to them.

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