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Getting started with sustainable investing
With interest in sustainable investing strategies surging, advisors can learn to embrace the momentum within the context of today's wealth management landscape. Our guides can help advisors:
Foster meaningful client experiences
Deliver greater value
Communicate authentic points of view
Sustainable Investing Resources
These resources define and clarify sustainable investing for advisors, present the evolving opportunities and challenges, and provide insights for firms looking to tell their ESG story in a way that resonates with clients.
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Additional Resources
- Investing based on environmental, social, and corporate governance ("ESG") factors may cause a strategy to forgo certain investment opportunities available to strategies that do not use such criteria. Because of the subjective nature of ESG investing, there can be no guarantee that ESG criteria used by Fidelity in its ESG strategies will reflect the beliefs or values of any particular client. Additionally, Fidelity must rely upon ESG-related information and data obtained through thirdparty reporting that may be incomplete or inaccurate, which could result in Fidelity imprecisely evaluating an issuer's practices with respect to ESG factors.
- Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk. These materials are provided for informational purposes only and should not be used or construed as a recommendation of any security, sector, or investment strategy.