Fidelity Investments:
Mutual Fund Company, Discount Broker, & So Much More

Recently Released!!!
Date Published: September 2011
500 Slides

Fidelity Investments was founded as the Fidelity Fund in 1930 and is based in Boston, MA. The firm operates in 25 countries, has 37,000 employees, 24.0 million customers, $3.3 trillion assets under administration. Fidelity Investments processes454,000 daily average revenue trades, generates $11.5 billion revenues, earns $2.5 billion operating income, and is led by its CEO Ned Johnson. Its web sites include www.fidelity.com, www.fidelity-international.com, www.fidelityinvestor.com, www.insurance.com, www.fidelityinsuranceagency.com, www.fidelitycharitableservices.com, www.wrapengines.com, www.401k.com, www.nationalfinancial.com, www.fidelityprime.com, www.ria.fidelity.com, www.fiws.fidelity.com, www.advisorchannel.com, www.fidelityhybridone.com, & www.fidelitycapitalmarkets.com.

Fidelity Investments' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Fidelity Management & Research Phase
  • Peter Lynch Domination Phase
  • Rapid Growth Phase
  • Continued Growth & Executive Restructuring Phase
Its profile includes the key statistics of the firm, including offices, employees, customers, assets under administration, assets under management, revenues, operating income, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Fidelity Personal & Workplace Investing
  • Fidelity Institutional Products Group
  • Fidelity Management & Research
  • Fidelity Shared Services
And its profile concludes with the highlights of its organizational structure & ownership.

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