Make an impact with ESG investing

Sustainable investing allows you to make meaningful investments, while still helping you to reach your financial goals.

What is socially responsible and sustainable/ESG Investing?

Socially responsible investing and sustainable/ESG (Environment, Social, and Corporate Governance) investing are terms that are often used interchangeably. While they are both forms of investing that evaluates investments based on their societal impact, their approaches are somewhat different. Socially responsible investing focuses on the exclusion of specific industries, while sustainable investing takes into account factors considered important to the overall sustainability of a business:

  • Environmental issues – Climate change, carbon emissions, air/water pollution, energy efficiency
  • Social issues – Labor standards, supply chain management, health and safety, gender diversity
  • Governance issues – Board and executive compensation, lobbying, business ethics, political contributions

Why consider ESG investing?

While ESG investing used to carry the stigma that its investors needed to make certain concessions in order to participate, research shows you don't necessarily have to sacrifice performance or price when choosing investments that make a positive impact.

A meaningful approach
A meaningful approach
ESG funds allow you to invest in the stocks or bonds of companies whose values are aligned with what's important to you.

Comparable performance
Comparable performance
Sustainable investing is on par with the performance of comparable traditional investments.1 In fact, 54% of ESG funds were in the top 2 performance quartiles in 2017.2

Investing opportunities
Competitively-priced options
Not only are expense ratios for ESG funds similar to those of traditional mutual funds,3 there are hundreds of mutual funds and exchange traded funds available industry-wide.

Fidelity's ESG funds

We offer competitively priced choices for sustainable investments, including dedicated index funds in every major asset class.

Fidelity® US Sustainability Index Fund (FITLX)
A domestic equity index fund tracking a benchmark that targets the highest ESG-rated companies, designed for investors seeking exposure to companies with strong sustainability profiles.

Fidelity® International Sustainability Index Fund (FNIDX)
An international equity index fund tracking a benchmark that targets the highest ESG-rated companies, designed for investors seeking exposure to companies with strong sustainability profiles.

Fidelity® Select Environment & Alternative Energy Portfolio (FSLEX)
A sector fund investing in companies with a business focus on alternative and renewable energy and other environmental support services.

Fidelity® Sustainability Bond Index Fund (FNDSX)
A bond index fund tracking a benchmark comprised of investment grade government, corporate and asset-backed securities; designed for investors seeking income and exposure to issuers with strong sustainability profiles.

The Fidelity® Women's Leadership Fund (FWOMX)
A domestic equity fund with a large-cap core exposure investing in companies that include a woman as part of the senior-management team, a board composed of at least one-third women, and/or, in the fund manager's opinion, policies that attract, retain, and promote women.

Thought leadership

Demand for social impact investing surges
See what our experts say about the increased popularity of sustainable investing.

Additional resources

ESG-focused ETFs
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.

ESG-focused stocks
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.

Mutual funds
Search for and compare all mutual funds available through Fidelity.