Sustainability at Fidelity

At Fidelity, we use the term ‘sustainable investing’ to encompass ESG issues and related topics in this continually evolving area as we believe that Sustainable Investing better articulates what we aspire to as asset managers and stewards of our clients’ capital, which is to aim to enhance returns and promote responsible capital allocation. Fidelity believes that high standards of corporate responsibility will generally make good business sense and have the potential to protect and enhance investment returns.

ESG stands for Environmental, Social and Governance. Analysing these factors can be a key way to assess the sustainability and social impact of an investment in a company or a business.

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to achieving these goals.

Our sustainable investing approach is built on three components, integration, stewardship and solutions, and aims to meet our clients’ financial and non-financial objectives, as well as an evolving regulatory environment across global markets.

Find out more about our approach and access policies and reports on our Sustainability at Fidelity site and read Fidelity's UK Stewardship Code Submission.

We expect all the fund managers we work with to outline how they engage with companies on ESG issues. As well as this, we ask them to measure the effectiveness of their strategy for engaging with companies in terms of how it benefits investors. We also encourage fund management companies to become signatories of the Principles for Responsible Investing (PRI) and the UK Stewardship Code.