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March 31, 2015 9:19 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

USG Corporation Turns to Tools from Fidelity to Build its Employees’ Futures

USG Corporation has selected Fidelity Investments to serve as the company’s 401(k) plan administrator. The relationship began in the fourth quarter of 2014 and has assets under administration of approximately $745 million. When USG employees call Fidelity, they speak with representatives who are dedicated to supporting the unique needs of workplace participants. That experience means questions are quickly resolved, and because representatives have a comprehensive view into USG’s retirement plan, the conversation is tailored and focused to ensure participants are making the most of their 401(k) plan. Conversations always use straightforward language to help people feel more confident they’re on the road to a better retirement savings outcome.

University of Notre Dame and Vanderbilt University and Medical Center Selects Fidelity Investments as Its Workplace Retirement Savings Provider

Fidelity Investments announced it has been chosen as the exclusive retirement savings provider by University of Notre Dame and Vanderbilt University and Medical Center. In addition, Fidelity has been selected to provide investment and record keeping services for a voluntary retirement plan through the Arizona Board of Regents, the governing board for Arizona’s public universities. Fidelity is offering a comprehensive suite of guidance, education and financial services to more than 80,000 employees across these universities to help their employees maximize their retirement benefits. Following a multi-vendor retirement plan provider consolidation, Fidelity is now the exclusive retirement services provider to University of Notre Dame, extending a relationship that started in 1992, which now includes more than $1.3 billion in retirement assets.

Fidelity Investments Expands Commission-Freei Passive Sector ETFs with Launch of Real Estate ETF

Fidelity Investments announced it expanded its passive sector ETF product lineup with the launch of Fidelity MSCI Real Estate Index ETF (FREL). Available to individual investors and financial advisors, FREL is a passively-managed, market-cap weighted real estate ETF. Fidelity, who has been managing index funds for over 25 years, now offers 16 Fidelity index mutual funds and 12 passively managed Fidelity ETFs totaling $177 billion assets under management. FREL, which will commence trading on the New York Stock Exchange today, February 5, 2015, at 9:30 a.m. Eastern Time, is competitively priced with a total expense ratio of 0.12%, matching Fidelity’s existing passive sector ETF lineup. The sector ETFs offer among the lowest expense ratios in the industry and are available commission freei to investors and advisors online through one of Fidelity’s brokerage platforms.

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