Sustainable investing

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.

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Environmental

Environmental factors consider how a company performs as a steward of the natural environment.

Social

Social factors consider how a company manages relationships with its employees, suppliers, customers, and the communities in which it operates.

Governance

Governance factors consider the quality and reasonableness of a company’s leadership, executive pay, audits and internal controls, and shareholder rights.

Examples:
  • Climate change
  • Greenhouse gas emissions
  • Resource depletion, including water
  • Waste and pollution
  • Deforestation
  • Energy efficiency
Examples:
  • Working conditions
  • Labour management
  • Product safety and quality
  • Health and demographic risk
  • Conflict regions
  • Employee relations and diversity
Examples:
  • Executive pay
  • Bribery and corruption
  • Political lobbying and donations
  • Board diversity and structure
  • Tax strategy
  • Business ethics

Investment solutions

 Fund Investment
Vehicle
ESG Strategies Management
Style
Geographic
Focus
Fidelity Sustainable
World ETF
ETF
Mutual fund
Best-in-class screening
Exclusionary screening
Quantitative Global
Fidelity Women’s
Leadership Fund
Mutual fund ESG Integration
Thematic Investing
Active Ownership
Actively Managed U.S.

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

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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.
Engagement
Our portfolio managers and analysts regularly engage companies in dialogue on a wide variety of issues, including material environmental, social and governance issues.
Proxy voting
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.

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A change of view

Portfolio Manager Jeremy Podger revisits the arguments around Environmental, Social and Governance (ESG) investing principles and explains his distinct shift in view.

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Evolution not revolution

ESG investing seems all the rage, but what does this focus on environmental, social and governance criteria actually mean for investors?

Andrew Marchese, portfolio manager Andrew Marchese, portfolio manager
Principles for Responsible Investment announcement

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