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Sustainable investing solutions and ESG 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.
The principles behind Fidelity's sustainable investing approach
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 ESG factors.
Cross-asset class collaboration
Our differentiated investing process is supported by collaborative proprietary ESG research across asset classes.
Engagement
We engage with issuers as part of our ESG research and stewardship initiatives.
SPOTLIGHT
2022-2023 Sustainable investing and stewardship update
Fidelity’s core principles sit at the heart of our investing and stewardship activities. Putting our clients’ long-term interests first and investing in companies that share our approach to creating value over the long-term guides everything we do.
Fidelity Investments stewardship principles
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.
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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.
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Explore our latest research & insights
View allRead market commentary and proprietary investment insights you can’t find anywhere else.
PERSPECTIVE
What portfolios may miss by divesting from fossil fuels
An actively managed approach could provide investors exposure to best-in-class companies while supporting the climate transition.
SPOTLIGHT
Forensic governance: Detective work focused on corporate risk can help protect shareholder value
Forensic accounting plays a vital role in assessing governance quality – a key consideration for global investors.
Related resources
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Let’s talk about sustainable investing solutions for your clients.
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.
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