Fidelity
8
DYLAN DOW, 3 RD BLOCK
description
Fidelity Investments - Top 100 Companies Powerpoint
Transcript of Fidelity
DYLAN DOW, 3RD BLOCK
History of Fidelity Investments
How did fidelity Investments Start? 1943-1972: Edward C. Johnson 2nd 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 3rd took over Fidelity. He wanted Fidelity to remain privately owned to remain free of the short-term market.
21st 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 Funds401kCollege 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”
About Fidelity
Headquarters located in Boston, Massachusetts.
They have 41,200 employees (2007)Started in 1946
More Information!
Current CEO: Edward C. Johnson 3rd
Revenue: $12.87 Billion USD (2006)Fidelity is private and does not havePublic stocks
Major Competitors
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.
Logos & Slogans
Slogans: Smart Move
Advertisement Methods: Videos Podcasts Blogs
