Sustainable investing with Fidelity
For customers focused on sustainability, Fidelity provides a diverse set of funds backed by decades of research and investment expertise. Our active broad-based sustainable investing strategies consider financially material environmental, social, and governance factors as part of the investment process*, while our sustainable thematic offering provides access to sustainability-linked investment trends:
- Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices
- Social themes, such as investing in companies that focus on more equitable relationships among their customers, employees, suppliers, and the communities they operate in
- Governance themes, such as investing in companies that exhibit accountable and transparent governance with diverse and independent boards
Sustainability-themed funds delivered greater exposure to environmental and social areas, including climate action, resource security, healthy ecosystems, human development, and basic needs, compared with peers, according to Morningstar research.1
According to Fidelity's Asset Allocation Research Team, decarbonization efforts may represent a technological transformation with parallels to the steam engine or IT boom. While some sectors may face initial costs, it could ultimately boost productivity and profits, benefiting the overall economy and market in the long run.2
Fidelity's thematic sustainable investing funds
Learn about our sustainable investing funds and the types of companies and markets they invest in.
Mutual funds
Sustainable Integration
Incorporates ESG factors explicitly into investment decisions to help better identify risks and opportunities
Fidelity® Sustainable International Equity Fund (FSYRX) NEW
Provides exposure to developed market companies focused on robust ESG practices while seeking to maintain long-term growth.
Fidelity® Sustainable Emerging Markets Equity Fund (FSYJX) NEW
Provides exposure to emerging market companies with an attractive ESG profile to provide value while minimizing risk.
Fidelity® Sustainable Multi-Asset Fund (FYMRX) NEW
Combines Fidelity’s expertise in asset allocation, stock selection and ESG integration to deliver an all-in-one diversified portfolio focused on long-term growth through exposure to sustainable securities.
Fidelity® Sustainable U.S. Equity Fund (FSEBX) NEW
Provides exposure to current and future sustainable leaders through evaluating a company's ESG profile.
Fidelity® U.S. Sustainability Index Fund (FITLX)
Tracks a benchmark that targets companies with high ESG ratings, while maintaining broad market exposure.
Fidelity® International Sustainability Index Fund (FNIDX)
Tracks an international stock benchmark that targets companies with high ESG ratings, while maintaining broad market exposure.
Fidelity® Sustainability Bond Index Fund (FNDSX)
Tracks a benchmark of investment-grade government, corporate, and asset-backed securities from issuers with strong sustainability profiles.
Thought leadership
Fidelity's Julia Pei Discusses Her Approach To Sustainable Investing | Robert Eccles
Julia Pei, portfolio manager of the Fidelity Environment and Alternative Energy Fund (FSLEX) and equity research analyst, was interviewed by sustainability thought leader, Robert Eccles, where she shared her approach on climate investment opportunities related to the green transition.
Next steps
Search for and compare all mutual funds available through Fidelity based on Morningstar Sustainable Attributes criteria.
Search for ETFs with strategies that may meet your sustainable investing goals, such as strong employee relations, efficient use of natural resources, or gender diversity.
Search for stocks based on MCSI ESG criteria, such as accounting and governance risk score, environmental score, social score, governance score, or overall ESG rating.
