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Fidelity

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Information about Fidelity
Education

Published on February 4, 2009

Author: DowD

Source: slideshare.net

Description

Fidelity Investments - Top 100 Companies Powerpoint
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DYLAN DOW, 3 RD BLOCK

History of Fidelity Investments How did fidelity Investments Start? 1943-1972: Edward C. Johnson 2 nd took over the Fidelity Fund, and in 1946 he created the Fidelity Management and Research Company to be an investment advisor to the Fidelity Fund. 1973-2000: Edward C. Johnson 3 rd took over Fidelity. He wanted Fidelity to remain privately owned to remain free of the short-term market. 21 st Century: Fidelity reached its $1 trillion milestone in assets. Why are they successful? They are successful for many reasons. They have a strong work force and a great management of their money and time. They also chose to remain a private business, thus keeping them from some of the market downfalls.

How did fidelity Investments Start?

1943-1972: Edward C. Johnson 2 nd took over the Fidelity Fund, and in 1946 he created the Fidelity Management and Research Company to be an investment advisor to the Fidelity Fund.

1973-2000: Edward C. Johnson 3 rd took over Fidelity. He wanted Fidelity to remain privately owned to remain free of the short-term market.

21 st Century: Fidelity reached its $1 trillion milestone in assets.

Why are they successful?

They are successful for many reasons. They have a strong work force and a great management of their money and time. They also chose to remain a private business, thus keeping them from some of the market downfalls.

Mutual Funds 401k College Planning None of these have a price per say as they all depend on how much money (investments) you want to put into them. They also have other products such as trading and IRA’s. Products and “Prices”

Mutual Funds

401k

College Planning

None of these have a price per say as they all depend on how much money (investments) you want to put into them. They also have other products such as trading and IRA’s.

About Fidelity Headquarters located in Boston, Massachusetts. They have 41,200 employees (2007) Started in 1946

Headquarters located in Boston, Massachusetts.

They have 41,200 employees (2007)

Started in 1946

More Information! Current CEO: Edward C. Johnson 3 rd Revenue: $12.87 Billion USD (2006) Fidelity is private and does not have Public stocks

Current CEO: Edward C. Johnson 3 rd

Revenue: $12.87 Billion USD (2006)

Fidelity is private and does not have

Public stocks

Major Competitors DWS Investments Vanguard Investments

DWS Investments

Vanguard Investments

Why they are successful They are a privately owned company, meaning they get more benefits than public companies. They have a large, dedicated, and well thought out work force. They manage their clients well in their retirement funds, etc.

They are a privately owned company, meaning they get more benefits than public companies.

They have a large, dedicated, and well thought out work force.

They manage their clients well in their retirement funds, etc.

Logos & Slogans Slogans: Smart Move Advertisement Methods: Videos Podcasts Blogs

Slogans:

Smart Move

Advertisement Methods:

Videos

Podcasts

Blogs

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