Institutional Model

Research

2023-2024 Sustainable investing and stewardship update

The sustainable investing landscape has experienced remarkable change in recent years. We see stewardship as a critical tool for addressing material risks and opportunities to help generate long-term investment value.

Key Takeaways

Fidelity's proprietary fundamental and quantitative research functions propel our sustainable investing and stewardship capabilities.
Our research on financially material sustainability factors is guided by the same intellectual rigor and proprietary analysis that shapes all our active management capabilities.
We report on our robust research, engagement and proxy voting, as a steward of capital.

Access the paper and overview to learn about our perspectives on the following topics:

An update on sustainable investment research
Engagement
Proxy voting results
Investment ecosystem
Looking ahead to growing our stewardship and sustainable investment research expertise

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2023 - 2024 Sustainable investing and stewardship update

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Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.