2024–2025 Sustainable investing and stewardship update
Advancing sustainable investing through rigorous research, active stewardship, and long-term value creation
We put our clients’ interests at the heart of everything we do. That means investing in issuers who share our long-term vision for value creation. This philosophy guides both the investment decisions and stewardship approach of Fidelity Management & Research Company LLC (FMR). We're deepening our commitment by offering clients meaningful choices across asset classes, investment styles, and strategies. Through active engagement on financially material issues—and with the support of our fundamental research, sustainable investment research, stewardship, and proxy teams—we’re equipped to meet our fiduciary responsibilities with both rigor and insight.
- The Fidelity sustainable investing and stewardship framework offers a holistic assessment of financially material factors supported by complementary fundamental and quantitative assessments that can enhance our understanding of the economic prospects and long-term viability of the businesses we invest in.
- Financial materiality and client choice are the cornerstones of our sustainable investing.
- Using data driven insights, we employ our consistent approach with proxy voting and engagement.
- An update on sustainable investment research
- Engagement
- Proxy voting results
- Investment ecosystem
- Looking ahead to enhancing research capabilities in support of our investment strategies
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Sustainable Investing Solutions
Align investment objectives and sustainability goals with robust portfolio solutions, grounded in proprietary research.
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Asset Class Overview
Explore strategies and custom solutions across asset classes, designed to help you face your most complex challenges head on.
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