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

Engagement is at the heart of our approach to sustainability. We firmly believe as active stewards of our investors’ capitals that we should be making a positive impact on those companies in which we invest.

Our rigorous bottom-up research process means we understand ESG issues at a company level and believe that companies focused on these issues are more resilient and are more likely to perform better over the long-term. Watch our video to learn why.

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

2021: Three sustainable investing themes

2021: Three sustainable investing themes

Sustainable investing identifies themes that will grow in importance based on our needs as human beings. We need a stable climate to survive and, to achieve that and thrive, we need a more balanced society. That means narrowing social divides where possible, including ensuring equitable access to the internet as the world shifts online. Jenn-Hui Tan discusses how Fidelity plans to engage with three of these crucial themes in 2021.

Democratic sweep could transform ESG regulation in the US

Democratic sweep could transform ESG regulation in the US

The gap between how the US and Europe regulate sustainable investing is considerable. Even as Europe introduces new rules to prevent ‘greenwashing’, US laws have placed limits on pension funds’ sustainable investments.However, new political leadership could prompt a reversal of US regulatory policy, creating an extra incentive for US investors and companies to integrate sustainability into their business models. 

Due diligence on Wirecard revealed that the sums didn't add up

Due diligence on Wirecard revealed that the sums didn't add up

Wirecard’s stock price has tanked and executives including its CEO have been arrested after it emerged that the German payment processor’s financial statements were inaccurate and some €1.9 billion in cash was unaccounted for. But for investors focused on sustainability and governance, including Fidelity, the warning signs of financial misreporting were there for some time.

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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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