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STRATEGIES
Sustainable Investing
For clients who are seeking to align their portfolios with their investment and sustainability goals, Fidelity offers a robust lineup of differentiated sustainable investments.
Contact usWhat Is Sustainable Investing?
Sustainable investing is the evaluation of environmental, social, and governance (ESG) factors in the investment decision-making process.
Environmental
Environmental factors, such as investing in companies that are responding to consumer demand for sustainable practices
Social
Social factors, such as investing in companies committed to a diverse and inclusive workplace
Governance
Governance factors, 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®
- Investment strategies that exclude investments based on industry or other ESG factors will reduce the universe of investment solutions available. This may have a positive or negative effect on investment performance. While ESG Pro is designed to help advisors understand and act on the ESG values and expressed preferences of their clients, this may not be possible in all situations due to inherent limitations on available data and investment options.
- Data for ESG Pro® is sourced from third-party sources believed to be reliable but not guaranteed. This data does not necessarily represent that of Fidelity or any other entity in the Fidelity organization. All information is current as of original distribution by third party sources and are subject to change at any time.
- ESG Pro is an investment advisory service of Fidelity Institutional Wealth Adviser LLC, a registered investment adviser, and an affiliate of FMR LLC.
The principles that guide our approach to sustainable investing.
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
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’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.
Learn more
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.
Contact us- * Active Equity ETFs. 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. For additional information regarding the unique attributes and risks of these ETFs, see below.
- 1. Fidelity Investments, as of 6/30/2021.
- 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.
- † Prior to 2/9/22, Fidelity Sustainable U.S. Equity Fund and Fidelity U.S. Equity ETF were named Fidelity Sustainability U.S. Equity Fund and Fidelity Sustainability U.S. Equity ETF.
- 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.