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February 10, 2016 10:31 PM ET

Capital Markets

Company Overview of Fidelity Investments

Company Overview

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 provides its services to individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity Investments was founded in 1946 and is based in Boston, Massachusetts.

82 Devonshire Street

Boston, MA 02109-3605

United States

Founded in 1946





Key Executives for Fidelity Investments

Chairman, President, Chief Executive Officer and Member of the Board of Directors
Age: 54
President of Asset Management
Age: 55
Senior Vice President and Deputy General Counsel
Age: 49
Managing Director and Senior Marketing Investment Strategist
Head of Defined Contribution Business Development and Executive Director
Compensation as of Fiscal Year 2015.

Fidelity Investments Key Developments

Fidelity Investments Launches Fidelity Health Marketplace

Fidelity Investments announced the launch of Fidelity Health MarketplaceSM, which offers one-stop access to health and wellness benefits to small and midsized businesses and their employees. Fidelity Health Marketplace offers employers the ability to choose from an extensive network of national and regional medical, dental, vision, and life benefits in addition to tax-savings options and access to wellness tools and programs. Several customers in Massachusetts and New York are already using the marketplace. Fidelity Health Marketplace offers full-service support beginning with assisting clients in determining the right plans to offer their employee base. The marketplace includes a decision support tool to help employees select benefits while also creating an integrated experience with Fidelity NetBenefits®, offering employees access to all of their health and financial benefits, including the Fidelity HSA®. The platform uses hCentive’s WebInsureTM Benefits private exchange technology platform, which offers an integrated enrollment experience and pre-configured connections to a network of insurance carriers and a range of health and other ancillary benefits.

Fidelity Investments Announces Fidelity® Roth IRA for Kids

Fidelity Investments announced the Fidelity® Roth IRA for Kids, helping adults give the children in their lives a jumpstart on retirement savings. Through this product, an equivalent or portion of the minor’s qualifying income—lesser of $5,500 (IRS limit) or yearly earnings – can be set aside. For example, if a minor earns $1,000, then a maximum of $1,000 can be contributed to the account. While retirement may feel far off in the future and even hard to imagine, placing a little money in an IRA at an early age can make a big impact down the road and can give a child a head start on retirement savings. The Fidelity Roth IRA for Kids offers access to a wide array of investment options with no account minimum or maintenance fees. An adult custodian such as a parent, grandparent, aunt, uncle or family friend maintains control of the account until the child reaches the required age at which time the custodian transfers the account to the individual. Time is on their side: Teens have a long timeline to retirement for their investments to grow. An early starter who saved the maximum Roth IRA contribution each year from age 15 to 70 would have nearly doubled the retirement account balance of a diligent worker who saved the maximum starting at age 25. Lower Income, Tax Benefits: Since teenagers’ earnings typically fall within the lowest income tax bracket, a Roth’s tax structure is particularly advantageous. While they may pay minimal taxes at the upfront, the money invested within a Roth IRA will then grow tax-free. Penalty-Free Withdrawals for College or Buying Their First Home: If necessary, the child can withdraw the funds penalty-free for a first-time home purchase (up to $10,000) or qualified higher educational expenses—two of the biggest savings goals in a young person’s life.

Fidelity Investments Presents at FIA/SIFMA Asset Management Derivatives Forum 2016, Feb-04-2016 11:00 AM

Fidelity Investments Presents at FIA/SIFMA Asset Management Derivatives Forum 2016, Feb-04-2016 11:00 AM. Venue: Montage Laguna Beach, Laguna Beach, California, United States. Speakers: Christine Ayotte-Brennan, Vice President, Associate General Counsel.

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