Sustainable investing solutions and insights
The future of investing is changing—and Fidelity strives to be 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:
Investment performance
As with all our portfolios, we maintain a focus on seeking consistent investment performance.
Research
Our proprietary research focuses on financially material sustainability factors.
Cross-asset class collaboration
Our differentiated investing process is supported by collaborative proprietary sustainable investment research across asset classes.
Engagement
We engage with issuers as part of our sustainable investment research and stewardship initiatives.
Advancing sustainable investing through rigorous research, active stewardship, and long-term value creation.
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.
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Sustainable Investing
Discover how Fidelity's sustainable investing strategies help firms meet ever evolving client goals and progress with the future of investing.
While environmental, social and corporate governance (ESG) factors are available to incorporate into our investment process across all Fidelity strategy offerings, ESG assessments represent one of many pieces of research available to the portfolio managers and the degree to which it impacts a strategy’s holdings may vary strategy by strategy based on the portfolio manager's discretion. Investing based on ESG factors may cause a strategy to forgo certain investment opportunities available to strategies that do not use such criteria. Because of the subjective nature of sustainable investing, there can be no guarantee that ESG criteria used by Fidelity will reflect the beliefs or values of any particular client.