December 28, 2014 12:36 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

Chief Executive Officer and Member of the Board of Directors
Age: 53
President of Asset Management
Age: 54
Managing Director and Senior Marketing Investment Strategist
Head of Defined Contribution Business Development and Executive Director
Director of Trading Operations
Compensation as of Fiscal Year 2014.

Fidelity Investments Key Developments

Fidelity Investments Opens New Dublin Office

Fidelity Investments celebrated the opening of its second Dublin office. Earlier this 2014, Fidelity began to fill its newest office in Citywest, One Waterside- a space that boasts modern architecture and innovative work spaces - with employees working in technology and business operations roles. The firm plans to hire up to 200 new employees for a diverse set of roles that will continue to enable support for its global operations.

Fidelity Institutional Announces New Collaboration with LearnVest

Fidelity Institutional announced a new collaboration with LearnVest(TM), as well as additional resources to help advisors explore options to digitize their practices. New Fidelity research confirms the need for advisors to begin integrating digital strategies: 55% plan to target emerging and mass affluent investors (1) in the next five years, (2) a segment of investors who are comfortable transacting online and craving more clarity and simplicity in their finances. This is a shift for many advisors, considering that seven in 10 firms report that investors over the age of 49 or with more than $1 million in assets drive their current strategy.

MetLife, Inc. and Fidelity Investments Introduce New Investment Solution: Variable Annuity with Principal Protection Guarantee

MetLife, Inc. and Fidelity Investments announced the introduction of a new deferred variable annuity product that provides investors both growth potential and protection against loss if held for a minimum of 10 years. The MetLife Accumulation Annuity stands out in the marketplace because it offers investors a principal protection guarantee backed by MetLife, coupled with Fidelity's money management expertise. The product is distributed exclusively through Fidelity. The product invests in a diversified portfolio, offering investors the potential to benefit from market growth, while at the same time providing protection for investors against down market cycles. Through the product's Preservation and Growth feature, the investor is guaranteed the return of their initial investment, adjusted proportionally for any withdrawals, at the end of a 10-year period. At the same time, on every contract anniversary, investors have the opportunity to reset the guaranteed amount to a new, higher amount if the account value has increased, extending the 10-year period from that date.

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