OverviewHow does ESG investing work?
Are your clients worried about climate change and how their money is invested? We explain the difference between negative and positive screening.
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Sustainable investing and all things ESG
Insights, guides and fund information to aid your client discussions
What is sustainable investment?
Sustainable investing describes strategies that invest on the basis of fulfilling and/or delivering on specific sustainability outcomes. There are many terms used to describe sustainable investing, such as responsible, socially responsible, green, ethical and impact investing. Whatever term you may use, there is no denying that investing with a conscience – where Environmental, Social and Governance (ESG) factors are important considerations – is no longer a niche area. Many more clients are now taking an active interest in just how their money is invested.
Fidelity Sustainable Investing Report 2023
Despite the huge challenges that beset economies in 2022, sustainable investing continues to evolve at pace, and Fidelity’s approach is evolving with it. Our latest sustainable investing report outlines how we're helping to create a more sustainable world.
Read the full reportNextWealth Sustainable Investing Tracking Study
This latest instalment explores the changing perceptions of sustainable investing and the processes advice firms have in place in order to recommend sustainable funds and solutions. This wave also looks at some new areas, such as client attitudes in light of the conflict in Ukraine.
Read the report in fullTools and support
Here you will find useful resources and tools on the basics of sustainable investing, how ESG considerations can be built into the advice process and the ESG fund options available through our platform. We also feature a wide range of fund partner insights on this rapidly growing area of investment.
Introducing Fidelity’s Sustainable Investment Finder
Julia Dreblow, Head of SRI Services, covers how our tool helps advisers match sustainable investments to the issues clients really care about. She explains why the tool is especially helpful in terms of introducing the topic into client conversations.
7-min watch
Do your clients understand ESG investing?
In this client-friendly guide, we aim to decode the concept and some of the complexity around sustainable investing, to help you and your clients have better discussions around ESG.
Discover what sustainable fund options are available
We offer over a wide range of sustainable funds from different fund groups. Our tool is designed to make the process matching sustainable funds to client preferences much easier.
Sustainable Investment Finder
Our short guide explains how to use our tool to quickly identify potential solutions for any given client. Search for funds through selecting filters that reflect what matters most to your client.
Adviser guide to sustainable investing
Which factors do fund managers take into account when investing responsibly? What different investment approaches are there and do managers adhere to certain standards?
Sustainable investing glossary
A common issue cited with sustainable investing is a lack of clarity over the language used. Our glossary defines some of the more frequently used terms in this field of investment.
Sustainable investing and the advice process
Clients increasingly want to match their money with their morals. Taking account of their ESG preferences within the factfinding process is therefore good practice.
New to Fidelity Adviser Solutions?
Find out what we offer to help you build profitable and sustainable financial businesses.
Important Information - Please note that the value of investments and the income from them can go down as well as up so your client may get back less than they invest.