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Fidelity Real Estate

Active approach to sustainability underpinned by disciplined targets, transparent measurement and strong governance

We see investment performance and sustainability considerations as being inexorably linked. In order to deliver attractive risk-adjusted returns, sustainability must be embedded in our investment approach. The majority of investors and occupiers alike make long-term commitments to buildings and it is thus essential that we research, analyse and integrate sustainability considerations through the entire life-cycle of ownership, from acquisition, ongoing management, refurbishment, development and ultimately disposal.

Our principles

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Integration

Deliver risk-adjusted investment performance by integrating and documenting sustainability considerations at each stage of the investment process.

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Best-Practice

Implement sustainable practices through innovation and apply best practices across our real estate portfolios.

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Stewardship

Act responsibly as a steward for the natural environment by addressing environmental impacts whilst also enhancing operational efficiency and values.

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Social Impact

Recognise social impact and have consideration for the local communities in which our properties are located.

Different ways to implement sustainable property investing

Acquisitions

  • Detailed sustainability due diligence of property & occupier

  • EPC1 considerations

  • Environmental ratings to assess risks & develop asset plans to mitigate environmental factors (e.g. BREEAM2, DGNB3)

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Active management

  • ESG initiatives built into annual business plans to improve properties’ sustainability performance
  • Engage with occupiers to improve energy efficiency, water consumption & waste recycling
  • Use of external benchmark (GRESB4) to measure progress

Development & Refurbishment

  • Incorporate sustainability aspects measures in design & refurbishment
  • Consider flexibility of property fit out over whole life cycle
  • Integrate sustainable transport features
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1 Energy Performance Certificate
2 Building Research Establishment Environmental Assessment Method
3 German Sustainable Building Council (Deutsche Gesellschaft für Nachhaltiges Bauen)
Global Real Estate Sustainability Benchmark

An active and holistic approach

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Fidelity Real Estate Sustainable Property Investing Policy

Fidelity Real Estate applies an active approach to sustainable property investing aiming to achieve measurable 'ESG' progress in our property portfolios

Download PDF

Sustainability at Fidelity

Every investment decision has potential long-term financial and societal consequences. Fidelity as a firm is committed to using its position to steer companies towards the right business decisions on

Access the latest ESG thinking here:

From investment perspectives to expert opinions - take a deep dive into our latest ESG related publications.

Our latest insights

Impact just got real

‘Impact investing’ is fast becoming a big focus for real estate investors, bu…


Neil Cable

Neil Cable

Head of European Real Estate

How big a threat is the ‘brown discount’?

Reducing emissions in line with the Paris Agreement will require most existin…


Kim Politzer

Kim Politzer

Director of Research, European Real Estate

How Real Estate helps navigate the income challenge in a rapidly ch…

We are seeing significant structural changes in the way occupiers use their b…


Kim Politzer

Kim Politzer

Director of Research, European Real Estate

Get in touch

Contact the Fidelity Real Estate Team directly:

Adrian Benedict
Head of Real Estate Solutions
E: FILRealEstateInvestmentSolutions@fil.com

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Contact your local sales team

Are you a professional investor and would like to know more     about Real Estate and our investment strategies?

See our contact details here

Risk warnings

  • This material is for Investment Professionals only and should not be relied upon by private investors.
  • The value of investments and the income from them can go down as well as up and investors may not get back the amount invested. 
  • The strategies invest directly in property and land, which can be difficult to sell, so an investor may not be able to sell /cash in this investment when they want to. The value of property is generally a matter of a valuer's opinion rather than fact.
  • These strategies are subject to sustainability risk, which, if it occurs, it could cause an actual or a potential material negative impact on the value of the investments made by the Funds. 
  • Investors should note that the views expressed may no longer be current and may have already been acted upon. Reference to specific investments should not be construed as a recommendation, but is included for the purposes of illustration only.
  • The strategies do not offer any guarantee or protection with respect to return, capital preservation, stable net asset value or volatility.

This information must not be reproduced or circulated without prior permission.

Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client. 

Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required.

Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited. 

No statements or representations made on this website are legally binding on Fidelity or the recipient.

FIL Limited assets and resources as at 31/12/2020 - data is unaudited. Research professionals include both analysts and associates.

Issued by: FIL Pensions Management (authorised and regulated by the Financial Conduct Authority) / FIL (Luxembourg) S.A., authorised and supervised by the CSSF (Commission de Surveillance du Secteur Financier) / FIL Investment Switzerland AG / FIL Gestion, authorised and supervised by the AMF (Autorité des Marchés Financiers) N°GP03-004, 21 Avenue Kléber, 75016 Paris.  For German Wholesale clients issued by FIL Investments Services GmbH, Kastanienhöhe 1, 61476 Kronberg im Taunus. For German Institutional clients issued by FIL (Luxembourg) S.A., 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg. For German Pension clients issued by FIL Finance Services GmbH,  Kastanienhöhe 1, 61476 Kronberg im Taunus.

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