STRATEGIES

Sustainable Investing

Sustainable investing gives investors the opportunity to find long-term potential for their money, while investing alongside their values for a positive global impact.

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What Is Sustainable Investing?

Sustainable investing is the evaluation of environmental, social, and governance (ESG) factors in the investment decision-making process in order to influence positive change and long-term outcomes.

Environmental Themes

Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices

Social Themes

Social themes, such as investing in companies committed to a diverse and inclusive workplace

Governance Themes

Governance themes, such as investing in companies committed to diverse board composition, strong oversight, and shareholder-friendly practices

Fidelity Perspectives on Sustainable Investing

Videos
Additional Resources

Getting Started with Sustainable Investing

With interest in sustainable investing strategies surging, advisors can learn to embrace the momentum within the context of today's wealth management landscape. Our guides can help advisors foster meaningful client experiences, deliver greater value and communicate authentic points of view:

TOOLS

Discover ESG Pro®

Fidelity ESG Pro empowers financial advisors across all trading platforms to grow and evolve their sustainable investing offering by bringing together a team of data-driven analysts with a digital suite of intuitive tools. Stand out from the competition and attract the next generation of investors by connecting with clients and prospects on the sustainable investing issues they care most about.

Visit ESG Pro®

We are committed to investment sustainability

Fidelity takes its role as steward of our customers' money very seriously. We believe integrating ESG considerations improves our ability to identify uniquely valuable investment opportunities. ESG research is integral to all funds that align with those investment objectives.

Research and integration

Our ESG framework addresses systemic risks that investors may not consider when evaluating quantitative earnings models.

Product development

Our ESG investing team is committed to deep analysis and developing a wide range of sustainable products.

Knowledge and education

Our investment teams use tools like proprietary ESG data sets and bottom-up analysis to assess a company's sustainability profile.

Active stewardship

We regularly measure company opportunities and risks by engaging in management team meetings and proxy voting.

Fidelity Stewardship Report

Investment Sustainability and Impact

We understand the importance of transparency to our investors. The stewardship principles outlined in our report reflect the values, processes, and commitments that we undertake as we manage the assets of our customers. With more than $4.2 trillion in assets under management,1 Fidelity's depth and breadth of research coverage mean we can thoroughly assess a company's economic and investment potential.

Download the Fidelity investment sustainability report

Our stewardship principles

Transparency is important to our investors. With over $4.2 trillion in assets under management,1 Fidelity's depth and breadth of research means we fully and thoroughly assess each company's investment potential. The principles outlined in our stewardship report reflect the values, processes, and commitments we adhere to while managing our customers' assets.

Proxy voting

Proxy voting is a tool that helps ensure companies maintain best practices for sustainability. As responsible investment stewards, Fidelity seeks to provide clear guidance on proxy voting for ESG factors.

Fidelity’s Sustainable Investing Funds

Thematic
Active
Name Symbol
Fidelity Advisor Climate Action Fund

Invests in companies that are removing, reducing, or mitigating the effects of climate change.

FCAUX
Fidelity Advisor Environmental Bond Fund

Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

FEBFX
Fidelity Environmental and Alternative Energy Fund

Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

FSLEX
Fidelity Advisor Women's Leadership Fund

Invests in companies that prioritize and advance women's leadership and development.

FWMNX
Fidelity Women's Leadership ETF*

An actively managed ETF that invests in companies that prioritize and advance women's leadership.

FDWM
Fidelity Water Sustainability Fund

Invests in companies helping to deliver safe, reliable, and easily accessible water.

FLOWX
Fidelity Advisor Healthy Future Fund

Invests in health and wellness companies that improve life expectancy, enhance people's lives, and decrease negative environmental impacts.

FAPMX
Passive
Fidelity Clean Energy ETF

Invests in companies that distribute, produce, or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable sources.

FRNW
Broad Sustainable
Active
Name Symbol
Fidelity Advisor Sustainable U.S. Equity Fund

Provides exposure to current and future sustainable leaders through evaluating a company's ESG profile.

FSEQX
Fidelity Sustainable U.S. Equity ETF*

An actively managed ETF that provides exposure to current and future sustainable leaders through evaluating a company's ESG profile.

FSST
Fidelity Advisor Sustainable International Equity Fund

Provides exposure to developed market companies focused on robust ESG practices.

FSQIX
Fidelity Advisor Sustainable Emerging Markets Equity Fund

Provides exposure to emerging market companies with an attractive ESG profile to provide value while minimizing risk.

FSZIX
Fidelity Sustainable High Yield ETF

An actively managed fixed income ETF that seeks to provide a high level of income through core exposure to high yield bonds with high ESG ratings.

FSYD
Fidelity Advisor Sustainable Core Plus Bond Fund

Provides exposure to debt securities of all types believed to have positive ESG benefits.

FIALX
Fidelity Sustainable Core Plus Bond ETF

Provides exposure to debt securities of all types believed to have positive ESG benefits.

FSBD
Fidelity Advisor Sustainable Intermediate Municipal Income Fund

Provides exposure to investment-grade municipal debt securities believed to have positive ESG benefits.

FASUX
Fidelity Advisor Sustainable Low Duration Bond Fund

Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

FAPDX
Fidelity Sustainable Low Duration Bond ETF

Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

FSLD
Passive
Fidelity U.S. Sustainability Index Fund

Tracks a benchmark that targets companies with high ESG ratings, while maintaining broad market exposure.

FITLX
Fidelity International Sustainability Index Fund

Tracks an international stock benchmark that targets companies with high ESG ratings, while maintaining broad market exposure.

FNIDX
Fidelity Sustainability Bond Index Fund

Tracks a benchmark of investment-grade government, corporate, and asset-backed securities from issuers with strong sustainability profiles.

FNDSX
Blend
Fidelity Advisor Sustainable Multi Asset Fund

Combines Fidelity's expertise in asset allocation, stock selection and ESG integration to deliver an all-in-one diversified portfolio focused on long-term growth through exposure to sustainable securities.

FYMIX

Thematic Investing

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

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Questions? Contact Us

Whether you are an individual or an investment professional, we are always readily available to answer your questions and service your investment needs.

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