We believe that by investing in companies which operate with high standards of corporate responsibility we can protect and enhance investment returns for our clients.

Through our rigorous bottom-up research process we gain an in-depth understanding of ESG issues at a company level before they escalate and potentially threaten the value of our clients’ investments. 

Our commitment

Our approach to Sustainable Investing

Find out how Fidelity integrates sustainable investing into our investment approach.


Inside Fidelity’s proprietary sustainability ratings

Fidelity has introduced an ESG rating into our analyst rating system for the companies that we research. Find out how this creates an opportunity for meaningful corporate engagement and contributes to the long-term performance of our investments.

ESG is part of our investment process

There are four important inputs into how we analyse ESG for each company that we research - our analysts, our specialist ESG team, external research and our portfolio managers who actively consider ESG in their investment decisions.

Related insights

An evolution of ESG at Fidelity

We are continually striving for enhanced ESG integration into our investment process4.

In 2018 we:

We pursued its initiatives to further integrate ESG issues into research and portfolio monitoring with increased collaboration between ESG specialists and investment teams.
We have structured our engagement program to be more proactive and systematic in our engagement on environmental and social issues.
Through direct dialogue and collaborative initiatives, we called on carbon intensive sectors such as oil & gas and electric utilities to make concrete commitments to substantially reduce carbon emissions.
We began including ESG and carbon data as part of our portfolio managers’ quarterly reviews, to continue to raise awareness from and engagement with portfolio managers on these issues.

4 For further information on Fidelity's approach to ESG for Fidelity's managed investment schemes issued by FIL Responsible Entity (Australia) Limited, please refer to the relevant Product Disclosure Statements ("PDS") and the accompanying Additional Information ("AI").

Contributing to global standards

We participated in the debate over the development of appropriate standards for responsible investment through our membership in these forums:

  • Asia Securities Industry and Financial Markets Association (ASIFMA)
  • Asian Corporate Governance Association (ACGA)
  • Hong Kong Investment Funds Association (HKIFA)
  • International Corporate Governance Network (ICGN)
  • The Association of British Insurers the Corporate Governance Forum, Investment Association and UK Sustainable Investment and Finance Association in the UK
  • VBDO (Dutch Association of Investors for Sustainable Development)

Fidelity is also a signatory to the UK Stewardship Code, the Japanese Stewardship Code, the Hong Kong Securities and Futures Commission Principles of Responsible Ownership and the Taiwan Stock Exchange’s Stewardship Principles for Institutional Investors.


Asset stewardship code

More reasons why Fidelity

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