Commitment to sustainable investing

Our approach

We understand that every investment decision we make has consequences for client portfolios and society as a whole.

Engagement is at the heart of our approach and as one of the largest asset managers in the world, we use our corporate access, committed relationships and continuous work with companies to create lasting value for all.

Read our 2020 report

Three pillars underpin our approach to sustainable investing

Sustainability is in our DNA

A+ rating by PRI

SMSF Awards - Highly commended
We have been a signatory to the Principles for Responsible Investment (PRI) since 2012.
We are proud of our ratings. In 2020 we scored A+ in all categories assessed by PRI. 
PRI Fidelity score 
Module 2020 Fidelity score 2020 median 2019 Fidelity score 2019 median
Strategy & governance A+ A A+ A
Listed equity – incorporation A+ A A+ B
Listed equity – active ownership A+ B A+ B
Fixed income – corporate non-financial A+ B A+ B
Fixed income – SSA A+ B A+ B
Fixed income – corporate financial A+ B A+ B
Fixed income – securitised A+ B A+ C

To access the PRI transparency report please visit: https://www.unpri.org/signatories/fidelity-international/1201.article 
Source: PRI. Rating was assessed in 2020 by the PRI and was based on company data as at 31 December 2019. Range of ratings go from E to A+. 
A more detailed assessment report is available upon request, please contact your local relationship manager

Related insights

2022 Outlook: Sustainability

2022 Outlook: Sustainability

The drivers of the water and waste investment theme will persist for many years to come. We expect to see an accelerating recognition of sustainable water and waste practices, as consumers, governments, and corporates shift to more sustainable solutions to save our planet.

COP 26: the implications

COP 26: the implications

The outcomes of COP 26 will provide an ever-increasing recognition of the urgency to respond to the climate crisis, but what are the implications for investors?

Fidelity x Equity Mates: Investing in sustainable resources

Fidelity x Equity Mates: Investing in sustainable resources

We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Dive in as Portfolio Manager Velislava Dimitrova takes Bryce and Alec on a journey to better understand this fascinating theme.

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Learn more about sustainable investing

Read our latest brochure for more detail about sustainable investing at Fidelity and recent case studies.

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Visit our Learning Hub to learn about key concepts, why sustainable investing matters and ways you can consider it in your investment portfolio.

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