Sustainable investing at Fidelity

Explore strategies informed by deep sustainable investment research to uncover new opportunities for your portfolio.


What is sustainable investing?

Sustainable investing offers another way to evaluate companies. Our active sustainable investment portfolios focus on key factors that our research shows drive financial results. This includes assessing financially-material environmental, social, and governance factors.

Chart shows examples of ESG factors considered as part of the investment decision-making process through sustainable investing: Environmental (emissions, waste, water, climate), Social (product safety, workforce management), Governance (ethics).

Environmental

Evaluate how efficiently companies manage their environmental resources and the potential risks and opportunities this poses for long-term success.


Social

Assess how companies prioritize the well-being of their employees, suppliers, customers, and the communities in which they operate.



Governance

Examine how effectively companies manage their oversight structure, strategy, operations, and internal processes over the long term.



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2023—2024 sustainable investing and stewardship update


Fidelity is committed to building our expertise in sustainable investment research and stewardship. We're excited to share our latest progress and priorities.


Learn more about sustainable investing

Her approach to sustainable investing

See what portfolio manager Julia Pei has to say about climate investment opportunities related to the green transition.


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2022—2023 sustainable investing report

Discover how our core principles guided our 2022—23 sustainable investing and stewardship efforts.


Read more (PDF)

Investing in ideas

Want to invest according to your personal beliefs and values? Thematic investing helps investors put their money where their beliefs are.


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Fidelity offers multiple ways for you to invest sustainably

For sustainability-focused customers, Fidelity offers diverse funds backed by decades of research and investment expertise. Our active, broad-based sustainable investments seek out companies, issuers, or securities with strong environmental, social, and governance (ESG) profiles, while our thematic offering provides access to sustainability-linked investment trends.

Filter sustainable investment options

Fidelity® Sustainable Target Date Funds

Invests primarily in a diversified mix of sustainable assets that adjust over time based on an investor's target retirement date, providing a lifetime investment option in a single fund.

FAPHX
Fidelity® Healthy Future Fund

Invests in companies working to improve life expectancy, enhance people's lives, and decrease negative environmental impacts.

FCAEX
Fidelity® Climate Action Fund

Invests in companies that are working to remove, reduce or mitigate the effects of climate change.

FFEBX
Fidelity® Environmental Bond Fund

Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

FWOMX
Fidelity® Women's Leadership Fund

Invests in companies that prioritize and advance women’s leadership and development.

FLOWX
Fidelity® Water Sustainability Fund

Invests in companies helping to deliver safe, reliable, and easily accessible water.

FSLEX
Fidelity® Environment & Alternative Energy Fund

Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

FRNW
Fidelity® Clean Energy ETF

Invests in companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable resources.

FDWM
Fidelity® Women's Leadership ETF*

An actively managed ETF that invests in companies that prioritize and advance women's leadership.

FIAEX
Fidelity® Sustainable Core Plus Bond Fund

Provides exposure to debt securities of all types believed to have positive ESG benefits.

FAPGX
Fidelity® Sustainable Low Duration Bond Fund

Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

FSIKX
Fidelity® Sustainable Intermediate Municipal Income Fund

Provides exposure to investment-grade municipal debt securities believed to have positive ESG benefits.

FSYRX
Fidelity® Sustainable International Equity Fund

Provides exposure to developed market companies focused on robust ESG practices while seeking to maintain long-term growth.

FSYJX
Fidelity® Sustainable Emerging Markets Equity Fund

Provides exposure to emerging market companies with an attractive ESG profile to provide value while minimizing risk.

FYMRX
Fidelity® Sustainable Multi-Asset Fund

Combines Fidelity’s expertise in asset allocation, stock selection and ESG integration to deliver an all-in-one diversified portfolio focused on long-term growth through exposure to sustainable securities.

FSEBX
Fidelity® Sustainable U.S. Equity Fund

Provides insight to current and future sustainable leaders through evaluating a company's ESG profile.

FITLX
Fidelity® U.S. Sustainability Index Fund

Tracks a domestic stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

FNDSX
Fidelity® Sustainability Bond Index Fund

Tracks a benchmark of investment-grade government, corporate, and asset-backed securities from issuers with strong sustainability profiles.

FNIDX
Fidelity® International Sustainability Index Fund

Tracks an international stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

FSBD
Fidelity® Sustainable Core Plus Bond ETF

Provides exposure to debt securities of all types believed to have positive ESG benefits.

FSLD
Fidelity® Sustainable Low Duration Bond ETF

Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

FSYD
Fidelity® Sustainable High Yield ETF

An actively managed fixed income ETF that seeks to provide a high level of income through core exposure to high yield bonds with high ESG ratings.

FSST
Fidelity® Sustainable U.S. Equity ETF*

An actively managed ETF that provides insight to the current and future sustainable leaders through evaluating a company's ESG profile.

*These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF's portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs' performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.

Work with a Fidelity advisor

As a Fidelity® Wealth Management client, you can work with an advisor2 who can help to build a personalized plan around your full financial picture, and help to choose an investment solution designed to support your vision for the future.

Sustainable Personalized Portfolios account

Professionally managed multi-asset class portfolios with built-in, tax-smart strategies,3 seeking to maximize returns for a given level of risk while prioritizing sustainable investments.4


  • Environmental
  • Social
  • Governance

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Fidelity® Strategic Disciplines Environmental Focus Strategy

A separately managed account (SMA) that seeks to build a portfolio with reduced exposure to companies that have less favorable environmental ratings while approximating the risk characteristics and pre-tax returns of the Fidelity® U.S. Large Cap Index, while looking to boost after tax returns in taxable accounts.5


  • Environmental

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Digital investment management and advice

Once you work with Fidelity online to choose an investment strategy, you can explore our online planning resources to get clear next steps and track your progress.

Sustainable woman on phone rooftop

Fidelity Managed FidFolios® Environmental Focus Strategy

A diversified portfolio of stocks that invests in some of the largest US companies while seeking to reduce environmental footprint and enhance after-tax returns through the use of tax-smart investing techniques.3, 5


  • Environmental

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Fund strategy

Fund type

Asset class

Management approach

No results match your selection. Try choosing fewer options.

How to get started investing sustainably

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Open and fund your brokerage account

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Research our sustainable funds

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Choose a fund and select buy

Get in touch

Contact us to get help.