What is sustainable investing?
Sustainable investing, also known as responsible or ESG investing, is an approach to investing that incorporates environmental, social and governance (ESG) factors in the investment process.
What are ESG factors?
ESG factors are important drivers of change in the world and often impact the environment in which companies operate, thereby creating both risks and opportunities.
Environmental factors consider how a company performs as a steward of the natural environment.
Social factors consider how a company manages relationships with its employees, suppliers, customers, and the communities in which it operates.
Governance factors consider the quality and reasonableness of a company’s leadership, executive pay, audits and internal controls, and shareholder rights.
|Mutual fund||ESG Integration
Our commitment to sustainable investing
For over 70 years, Fidelity1 has been committed to helping investors achieve their financial goals. An essential part of this commitment has been our focus on meeting and exceeding client expectations. Investors are increasingly seeking to meet their financial goals while contributing to positive social and environmental outcomes. As stewards of our clients’ capital, we endeavour to satisfy these aspirations.
The Fidelity advantage
|Research and analysis
We employ a holistic investment approach that incorporates in-depth, bottom-up analysis of both financial and material ESG factors to better understand the companies we invest in.
Our portfolio managers and analysts regularly engage companies in dialogue on a wide variety of issues, including material environmental, social and governance issues.
Our proxy voting guidelines include provisions for ESG issues, and our proxy voting and ESG teams evaluate ESG-related proposals to assess their effect on long-term shareholder value.