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The Federation of European Independent Financial Advisers
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PRODUCT INFORMATION


SUSTAINABLE INVESTING AT FIDELITY

Sustainable investing at Fidelity (overview document)

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Client support tool: The case for sustainable investing
Sustainable investing is here to stay and its role in shaping our futures has become more urgent as a result of Covid-19. Aligning investments with personal values and looking longer-term are key principles investors need to incorporate into their portfolios.

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Our approach to sustainable investing
We have developed an approach to sustainable investing that is built on three complementary elements, drawing together; our integrated sustainability analysis, corporate engagement and collaboration with policymakers, industry groups and non-governmental organisations across the globe.

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Fidelity proprietary ratings system
Our commitment to assessing companies on sustainable investment issues took a huge step forward in 2019 with the launch of our proprietary Sustainability Ratings system.

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FIDELITY SUSTAINABLE WATER & WASTE FUND

Water and Waste Exposure Tool

The Fidelity Sustainable Water & Waste Fund offers an opportunity to invest in a powerful and diverse global story through a unique combination of the water and waste management sectors. To help investors understand the tangible outcome their investment could have on these themes, we have developed a Water and Waste Exposure Tool. This tool aims to provide a snapshot view of the indirect exposure of an investment, calculated from the companies we have invested in.

Podcast: The future of green investing

Portfolio managers Velislava Dimitrova and Kris Atkinson together with Anna Stupnytska, Global Macro Economist, discuss how climate change will affect economies and investing in the months and years to come.

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