FidelityConnects

360° view of ESG investing - Hugo Lavallée and David Way

June 23, 2021

Today, social change is all around us. For investors, this has created a new opportunity for outperformance while also positively affecting change. Portfolio Managers Hugo Lavallée and David Way discuss taking advantage of long-term trends while incorporating Environmental, Social, and Corporate Governance (ESG) factors. Hugo manages the Fidelity Climate Leadership Fund, and David manages the Fidelity Long/Short Alternative Fund. Both Hugo and David explain the E, the S, and G factors individually and how a changing society creates new opportunities. David notes that he is focusing on the S factor from a long and a short perspective. He shares some of the ways the team determines which companies meet the ESG criteria. He says it poses questions across the most pertinent issues affecting individual industries. Hugo adds Fidelity has an edge on the crowded marketplace because it takes time to engage in different issues. 
Recorded on June 16, 2021