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Sustainable Investing
Evaluation and analysis of environmental, social, and governance (ESG) factors that impact a company's sustainability and long-term value.
What is Sustainable Investing?
Sustainable investing provides a way to invest in strategies using a disciplined evaluation of one or all of these considerations:
- Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices
- Social themes, such as investing in companies committed to a diverse and inclusive workplace
- Governance themes, such as investing in companies committed to diverse board composition, strong oversight, and shareholder friendly practices.
Investors are increasingly looking to influence social, environmental, and governance outcomes through sustainable investing solutions. Fidelity sees this growing investor interest in sustainable solutions as a way to provide investors with the opportunity to invest in alignment with their specific values and interests or incorporate these factors into the investing decision-making process.
Sustainable Investing with Impact Video
Why Nicole Connolly believes factors like sustainability and diversity can be long-term performance drivers.
Learn More About Fidelity and ESG Investing
Many Investing Approaches Under One Umbrella
Fidelity views sustainable investing as an umbrella term, covering several approaches, which include:
- Negative/Exclusionary Screening, screening out companies based on a set of values
- ESG Integration, analyzing corporate policies, statements, and reports with an eye toward mitigating risks and/or uncovering investment opportunities
- Thematic/Impact Investing, investing in companies with the intent of generating social and environmental impact alongside financial gain
Sustainable investing was once associated with excluding or screening investments based on certain criteria. Today, sustainable investing is about more than just excluding options based on your values. Cast a wider net for companies that manage risk and create business opportunities through this lens and you may find opportunities that could help you meet your long-term financial goals.
Sustainable Investing Resources
Fidelity’s Sustainable Investing Funds
| ESG Integration | |||||
|---|---|---|---|---|---|
| Name | Symbol | ||||
| Fidelity U.S. Sustainability Index Fund | FITLX | ||||
| Fidelity International Sustainability Index Fund | FNIDX | ||||
| Fidelity Sustainability Bond Index Fund | FNDSX | ||||
| Active Thematic | |||||
|---|---|---|---|---|---|
| Name | Symbol | ||||
| Fidelity Environmental and Alternative Energy Fund * | FSLEX | ||||
| Fidelity Advisor Women's Leadership Fund | FWMNX | ||||
| Fidelity Water Sustainability Fund | FLOWX | ||||
- * Prior to 5/1/21, Fidelity Environment and Alternative Energy Fund was named Fidelity Select Environment and Alternative Energy Portfolio.
- Investing involves risk, including risk of loss. You may gain or lose money over time. See individual fund pages for fund-specific risks.
- The information provided is general and educational in nature. It is not intended to be, and should not be considered, legal advice or legal opinion.