Welcome to Fidelity Australia
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Our annual Sustainability & Stewardship Report highlights our 2025 progress across our investments and operations and includes case studies showing how we engage with companies and use our voting rights to support long-term value for our clients.
The Fidelity International Climate and Nature related Disclosures Report.
This report is intended to be aligned with the recommendations of the Task Force on Climate related Financial Disclosures (TCFD), and the UK FCA's Sustainability Disclosure Requirements (SDR) for entity reporting. It also includes partial voluntary alignment relating to our early adopter status for the Taskforce on Nature related Financial Disclosures (TNFD).
This Sustainability Report outlines our progress in calendar year 2025 by including future areas of focus for our corporate sustainability strategy and under the three main levers of Fidelity's sustainable investing approach: integration, stewardship, and solutions.
Sustainable investing has faced tough headwinds in the past year. Heightened politicisation of the term “ESG”, high interest rates and normalisation after a period of post-pandemic exuberance have weighed on sentiment. Whether the concept of ESG survives in its current form remains to be seen. But the principles that lie behind it – like those of basic risk management – form the bedrock of long-term investing.
The economic and market risks presented by climate change are likely still being underestimated by investors, partly due to challenges modelling their impacts. We have therefore adopted a framework that harnesses the Network for Greening the Financial System’s climate scenarios and our own proprietary Capital Market Assumptions model to assess the effects of climate risks on structural investment returns across asset classes.
Addressing nature loss is a complex challenge. Therefore, we have carefully considered our approach to integrating nature into our investment and stewardship processes, in line with our fiduciary duty to safeguard and enhance the assets that we manage.
We provide an introduction to sustainable investing concepts including a glossary that helps build a common understanding of some of the more frequently used terms.
This report outlines our approach to proxy voting and corporate engagement, providing key insights into how we voted across our funds invested in Australian companies during 2021.
Fidelity’s fiduciary role is to safeguard and enhance the funds that we manage for the benefit of our investors. In this report, we explore our own proprietary ESG tools that is designed to enable the integration of sustainability into our fundamental investment research.