Sustainable investing solutions and ESG insights
The future of investing is changing—and Fidelity is on the forefront of that change. Discover how our sustainable strategies can help firms meet evolving client goals.
Our deep proprietary knowledge and disciplined investing principles are the foundation of Fidelity’s sustainable investing approach, and are built on:
As with all our portfolios, we maintain a focus on seeking consistent investment performance.
Our proprietary research focuses on financially material ESG factors.
Cross-asset class collaboration
Our differentiated investing process is supported by collaborative proprietary ESG research across asset classes.
We engage with issuers as part of our ESG research and stewardship initiatives.
Fidelity manages portfolios with the goal of providing the greatest possible long-term return to our investors, consistent with the investment guidelines and objectives of each strategy. We believe financially material environmental, social, and governance (ESG) factors can impact market risks and returns, influencing the long-term performance of the securities in which we invest.
This statement outlines Fidelity’s general approach to ESG topics, across asset classes, through research and stewardship.
We see stewardship as a critical tool for addressing material risks and opportunities in portfolios to help generate long-term value creation for our customers. Fidelity has a set of stewardship principles to guide its efforts, including proxy voting.
Discover Fidelity’s sustainable strategies
For plans looking for ways to align their investment objectives with sustainability goals, we offer portfolio solutions grounded in robust proprietary ESG research and disciplined investing principles.
FIAM Sustainable U.S. Equity Leaders
Strategy seeks to provide long-term growth of capital through a portfolio of U.S. equities that has a high ESG rating on an aggregate basis.
FIAM Sustainable International Equity Leaders
Strategy seeks to provide long-term growth of capital through a portfolio of non-U.S. developed and emerging-market equities that has a high ESG rating on an aggregate basis.
Download the full Strategic Allocator's Guide to Productivity and Profits to learn more about the powerful forces reshaping strategic asset allocation.
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The sustainable investing exclusion criteria avoids investments in issuers that are directly engaged in, and/or derive significant revenue from, certain industries. As of 2/1/22, these include civilian semi-automatic firearms; tobacco production, or bonds issued against the proceeds of tobacco settlements; for-profit prisons; controversial weapons (e.g., cluster munitions manufacturers, land mines, biological/chemical weapons, blinding lasers, and incendiary weapons); and coal production and/or mining.