We’ve created our own sustainable ratings system to provide a forward-looking assessment and fuller coverage of a company’s ESG performance.
Watch our latest video to learn how this creates an opportunity for meaningful engagement and contributes to the long-term performance of our investments.
Using insights from around 16,000 company meetings each year, along with industry analysis, competitor analysis and external ratings, our analysts determine an ESG rating for companies we cover relative to their peer group.
We provide an assessment on whether a company’s ESG performance is improving deteriorating or stable. This helps inform our investment decisions, identify future opportunities and address key risks to address in our engagement.
Our ESG analysis does not rely solely on public disclosures and our ratings can only be used by the Fidelity investment team.
Read our latest brochure for more detail about sustainable investing at Fidelity and recent case studies.
Visit our Learning Hub to learn about key concepts, why sustainable investing matters and ways you can consider it in your investment portfolio.