Fidelity sustainable investing

Your money. Your values. Working together.

What is sustainable investing?

Sustainable investing lets you align your investment choices with your personal values. You’ll have confidence knowing that the companies you invest in focus on their environmental or social impact, or how they govern themselves internally. ESG factors can be critical to an investment’s long-term success.

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Environmental

Companies that respond to consumer demand for sustainable practices

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Social

Companies committed to a diverse and inclusive workplace

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Governance

Companies committed to diverse board makeup, strong oversight, and shareholder-friendly policies

Fidelity's approach

Fidelity takes its role as steward of our customers’ money very seriously. We believe integrating ESG considerations improves our ability to identify uniquely valuable investment opportunities. ESG research is integral to all funds that align with those investment objectives.1

ESG investing pillars

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Research and integration

Our ESG framework addresses systemic risks that investors may not consider when evaluating quantitative earnings models.

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Product development

Our ESG investing team is committed to deep analysis and developing a wide range of sustainable products.

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Knowledge and education

Our investment teams uses tools like proprietary ESG data sets and bottom-up analysis to assess a company's sustainability profile.

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Active stewardship

We regularly measure company opportunities and risks by engaging in management team meetings and proxy voting.

Our stewardship principles

Transparency is important to our investors. With over $4.2 trillion in assets under management,2 Fidelity’s depth and breadth of research means we fully and thoroughly assess each company’s investment potential. The principles outlined in our stewardship report reflect the values, processes, and commitments we adhere to while managing our customers’ assets.


Proxy voting

Proxy voting is a tool that helps ensure companies maintain best practices for sustainability. As responsible investment stewards, Fidelity seeks to provide clear guidance on proxy voting for ESG factors.



Learn more about our stewardship principles and proxy voting

  • Thematic Sustainable Funds

    Choose from funds that focus on a specific environmental, social or governance theme.

    Mutual funds

    FCAEX

    Fidelity® Climate Action Fund

    NEW

    Invests in companies that are removing, reducing, or mitigating the effects of climate change.

    FFEBX

    Fidelity® Environmental Bond Fund

    NEW

    Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

    FWOMX

    Fidelity® Women's Leadership Fund

    Invests in companies that prioritize and advance women’s leadership and development.

    FLOWX

    Fidelity® Water Sustainability Fund

    NEW

    Invests in companies helping to deliver safe, reliable, and easily accessible water.

    FSLEX

    Fidelity® Environment & Alternative Energy Fund

    Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

    ETFs

    FRNW

    Fidelity® Clean Energy ETF

    NEW

    Invests in companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable resources.

    FDWM

    Fidelity® Women's Leadership ETF*

    NEW

    An actively managed ETF that invests in companies that prioritize and advance women's leadership.



    Learn more about thematic investing



    *These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF’s holdings, it is not the ETF’s actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs’ performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.

  • Broad Sustainable Funds

    Choose from funds that include all three ESG themes.

    Mutual funds

    FSEBX

    Fidelity® Sustainability U.S. Equity Fund

    NEW

    Provides insight to current and future sustainable leaders through evaluating a company's ESG profile.

    FITLX

    Fidelity® U.S. Sustainability Index Fund

    Tracks a domestic stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

    FNDSX

    Fidelity® Sustainability Bond Index Fund

    Tracks a benchmark of investment-grade government, corporate, and asset-backed securities from issuers with strong sustainability profiles.

    FNIDX

    Fidelity® International Sustainability Index Fund

    Tracks an international stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

    ETFs

    FSST

    Fidelity® Sustainability U.S. Equity ETF*

    NEW

    An actively managed ETF that provides insight to the current and future sustainable leaders through evaluating a company’s ESG profile.



    *These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF’s holdings, it is not the ETF’s actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs’ performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.

Need more research?

Take a look at our sustainability screener and get indepth research on our products.


Research all sustainable funds

Learn more

Investing based on your principles

Thinking about investing using environmental, social, and governance factors?

ESG ratings: Look closer

Ratings may help you sort through the ESG field. But they are not all the same

Diversity builds strength

Businesses with a diverse workforce and leadership may have an advantage

Research sustainable investments




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