Strategies
Sustainable investing
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 sustainability factors (or 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:
Environmental
Efficiently steward environmental resources, including the risks and opportunities they pose to a company’s long-term success.
Social
Prioritize the well-being of employees, suppliers, communities, and customers impacted by company business operations.
Governance
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.
Research
Our proprietary research focuses on financially material sustainability factors.
Cross-asset class collaboration
Our differentiated investing process is supported by collaborative proprietary sustainable investment research across asset classes.
Engagement
We engage with issuers as part of our sustainable investment research and stewardship initiatives.
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.
- Thematic
- Broad Based
ACTIVE
Fidelity Advisor Climate Action Fund
Fidelity Advisor Environmental Bond Fund
Fidelity Environment and Alternative Energy Fund
Fidelity Advisor Women's Leadership Fund
Fidelity Water Sustainability Fund
Fidelity Advisor Healthy Future Fund
PASSIVE
Fidelity Clean Energy ETF
ACTIVE
Fidelity Advisor Sustainable U.S. Equity Fund
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 Advisor Sustainable Intermediate Municipal Income Fund
Fidelity Advisor Sustainable Low Duration Bond Fund
PASSIVE
Fidelity U.S. Sustainability Index Fund
Fidelity International Sustainability Index Fund
Fidelity Sustainability Bond Index Fund
MULTI-ASSET
Fidelity Advisor Sustainable Multi-Asset Fund
Fidelity Advisor Sustainable Target Date Retirement 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
Fidelity Advisor Sustainable Target Date 2070 Fund
Fidelity remains committed to building our expertise in sustainable investment research and stewardship. We are excited to share our latest progress and priorities.
Learn how Fidelity portfolio managers are incorporating sustainable investing into their investment process.
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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.