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 to sustainable investing, and as one of the largest asset managers in the world we aim to use our corporate access, committed relationships and continuous work with companies to create lasting value for all.

Read our 2022 report

Our approach to sustainable investing

Sustainability is in our DNA

Rating by PRI

We have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2012 and are proud of our ratings across the categories assessed by PRI in 2023, below.

Module 2023 Fidelity Star score 2023 Median
Policy Governance and Strategy star on star on star on star on star off star on star on star on star off star off
Indirect - Listed equity - Passive star on star on star on star off star off star on star on star on star off star off
Indirect - Listed equity - Active star on star on star on star off star off star on star on star on star off star off
Indirect - Fixed income - Active star on star on star on star on star off star on star on star on star off star off
Direct - Listed equity - Active quantitative star on star on star on star on star on star on star on star on star off star off
Direct - Listed Equity - Active fundamental star on star on star on star on star on star on star on star on star on star off
Direct - Real estate star on star on star on star on star off star on star on star on star off star off
Direct - Fixed Income - Sovereign, Supranational and Agency (SSA) star on star on star on star on star on star on star on star on star off star off
Direct - Fixed Income - Corporate star on star on star on star on star on star on star on star on star on star off
Direct - Fixed Income - Securitised star on star on star on star on star on star on star on star on star off star off
Direct - Fixed income - Private debt star on star on star on star on star on star on star on star on star on star off
Confidence building measures star on star on star on star on star on star on star on star on star on star off

Source: Fidelity International, 2023. The assessment was made in 2023 by the PRI, based on company data as at 31 December 2022. Public RI report and Assessment Report