Research

2023-2024 Sustainable investing and stewardship update

The sustainable investing landscape has experienced remarkable change in recent years. We see stewardship as a critical tool for addressing material risks and opportunities to help generate long-term investment value.

Key Takeaways
  • Fidelity's proprietary fundamental and quantitative research functions propel our sustainable investing and stewardship capabilities.
  • Our research on financially material sustainability factors is guided by the same intellectual rigor and proprietary analysis that shapes all our active management capabilities.
  • We report on our robust research, engagement and proxy voting, as a steward of capital.
Access the paper and overview to learn about our perspectives on the following topics:
  • An update on sustainable investment research
  • Engagement
  • Proxy voting results
  • Investment ecosystem
  • Looking ahead to growing our stewardship and sustainable investment research expertise
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2023 - 2024 Sustainable investing and stewardship update