Through our rigorous bottom-up research process we gain an in-depth understanding of Environmental, Social and Governance (ESG) issues at a company level before they escalate and potentially threaten the value of our clients’ 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 policies and integration into our investment process.

In 2017:



Further progress was made in promoting Fidelity’s long-term incentive plans share retention guidelines with most UK companies now having a minimum share retention period of 5 years for shares granted to top executives.

Climate Change


Fidelity became a named supporter of the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD).

ESG Integration


Analysts are explicitly required to comment on ESG issues when a company has a poor ESG rating or when it has faced a severe controversy.

Contributing to global standards

We participate in the debate over the development of appropriate standards for responsible investment through our membership in various forums including:

  •  Asian Corporate Governance Association (ACGA)
  •  Corporate Governance Forum
  •  Global Real Estate Sustainability Benchmark (GRESB)
  •  International Corporate Governance Network (ICGN)
  •  The Investor Forums (in both Japan and the UK)
  •  UK Sustainable Investment and Finance Association (UKSIF)
  •  Dutch Association of Investors for Sustainable Development (VBDO)

In addition, we are signatories to the UK Stewardship Code and the Japanese Stewardship Code.

Want to know more?


What is responsible investing?
What does ESG stand for?
What were Fidelity’s main activities in ESG over 2017?
Who are the PRI?
What are the PRI’s six Principles?
What is active ownership?
What external ESG-related bodies does Fidelity participate in?
How does Fidelity integrate ESG factors into their investment decision?
Does Fidelity have an Exclusion List and if so what does it cover?
How many companies are on the Exclusion List?
How often is the Exclusion List reviewed?
What is your policy on carbon emissions?
Does Fidelity offer funds specifically tailored for ESG? (for CE & UK only )
Can Fidelity offer an ESG solution to institutional clients?