April 18, 2014 10:00 PM ET

Capital Markets

Company Overview of Fidelity Investments

Company Overview

FMR LLC, doing business as Fidelity Investments is a privately owned investment manager. The firm also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. For its equity investments, it invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. For its fixed income investments, the firm invests in money market instruments, high yield securities, ...

82 Devonshire Street

Boston, MA 02109-3605

United States

Founded in 1946

Phone:

617-563-7000

Fax:

617-476-6150

Key Executives for Fidelity Investments

Chairman and Chief Executive Officer
Age: 83
Head of Distribution Channels
Age: 52
President of Asset Management
Age: 53
Managing Director and Senior Marketing Investment Strategist
Head of Defined Contribution Business Development and Executive Director
Compensation as of Fiscal Year 2013.

Fidelity Investments Key Developments

Fidelity Investments Appoints Nancy D Prior as President of its Fixed Income Division

Fidelity Investments has appointed Nancy D Prior as president of the company's fixed income division. In this role, Prior will oversee Fidelity's global fixed income division, which includes the company's Bond and Money Market divisions. She will report to Charlie Morrison, president of Fidelity's asset management organization. Prior most recently served as president of money markets and short duration bonds. She succeeds Morrison, who was appointed president of asset management in February 2014.

Fidelity Investments Introduces Suite of Innovative Tools and Technologies to Help Drive Better Retirement Outcomes

Fidelity Investments announced the first phase of a comprehensive suite of innovative tools and technologies developed to help thousands of American employers and millions of employees make better retirement planning decisions and ultimately try to help them achieve better retirement outcomes. Fidelity's new technologies enable employers to measure the effectiveness of their workplace savings plans and analyze savings behavior among their employees, as well as help employees make decisions when it comes to their retirement savings choices. Two of the new capabilities will provide employers with deep insights on employee behavior within their workplace savings plan. This will help employers to measure the effectiveness of their plan, provide peer benchmarks and analyze employees' savings and investing behaviors. In addition, these products will help employers identify which employee segments may not be taking action to prepare for retirement.

Fidelity Investments Names Charles Morrison as President of Asset Management

Fidelity Investments announced the appointment of Charles Morrison as president of the company's Asset Management organization. In his new role, Morrison, will oversee Fidelity's investment divisions that collectively manage $1.9 trillion in retail and institutional assets on behalf of individual investors, intermediaries, and institutions worldwide. He will report to Abigail P. Johnson, president of Fidelity Financial Services. Morrison most recently served as president of the company's more than $750 billion Fixed Income division. He succeeds Ronald P. O'Hanley, who recently announced his plans to leave the firm.

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