Race to net zero
Seeing the world in an investment portfolio
To help investors decarbonise their portfolios while mitigating climate risks in the real economy, we explore the options available, the related risk-return advantages, and how to navigate the challenges along the way.
Race to net zero: Decarbonising a private credit portfolio
It is just as crucial to decarbonise investments in private markets as it is in public markets to align financial goals with environmental responsibility. What are some of the practicalities to consider?
From the top down: Capital market assumptions in the climate crisis
Climate change can influence key macroeconomic and financial variables, affecting capital market assumptions and returns. We model the effects of these variables under six climate scenarios and analysed them across regions and asset classes.
Race to net zero: Decarbonising a fixed income portfolio
Fixed income offers investors more opportunities to address the climate crisis that can complement the progress they are making in equities. In fixed come, however, they need to consider the risk-return complexity characterised by the asset class.
This is a marketing communication. This information must not be reproduced or circulated without prior permission. This information is intended for professional clients only and not a suitable basis for the general public or private investors.
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. It is your responsibility to ensure that any service, security, investment, fund or product outlined is available in your jurisdiction before any approach is made to Fidelity International.
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.
This material may contain materials from third parties which are supplied by companies that are not affiliated with any Fidelity entity (Third-Party Content). Fidelity has not been involved in the preparation, adoption or editing of such third-party materials and does not explicitly or implicitly endorse or approve such content. Fidelity International is not responsible for any errors or omissions relating to specific information provided by third parties.
Investments should be made on the basis of the current sales prospectus and the Key Information Document (KID). These documents as well as the current annual and semi-annual reports are available free of charge from www.fidelity.de/fondsuebersicht, www.fidelityinternational.com or can be requested free of charge from FIL Investment Services GmbH, Postfach 20 02 37, 60606 Frankfurt am Main (professional investors and trade partners) and FIL Finance Services GmbH, Postfach 200237, 60606 Frankfurt/Main (pension clients) or via www.fidelity.de.
For German Wholesale clients issued by FIL Investment 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.
Investors/ potential investors can obtain information on their respective rights regarding complaints and litigation in English here: Complaints handling policy (fidelity.lu) and in German here: Beschwerdemanagement (fidelity.de).
The information above includes disclosure requirements of the fund’s management company according to Regulation (EU) 2019/1156.
Unless stated differently, information dated as of October 2023.