What Is Fidelity Investments?

Introduction

Fidelity Investments is a financial services company that was founded in 1946. It is one of the largest asset managers in the world, with over $3.3 trillion in assets under management. The company provides a wide range of financial products and services, including mutual funds, exchange-traded funds (ETFs), retirement services, and brokerage services.

History of Fidelity Investments

Fidelity Investments was founded in 1946 by Edward C. Johnson II. At the time, the company was known as Fidelity Management & Research (FMR). The company began as an investment research firm, but quickly expanded into mutual fund management. In 1977, Fidelity launched its first index fund, which was the first of its kind in the industry. In the years that followed, Fidelity continued to expand its product offerings and became one of the leading providers of retirement services in the United States.

Products and Services

Fidelity Investments offers a wide range of financial products and services to its clients. Some of the most popular offerings include mutual funds, ETFs, retirement services, and brokerage services. Fidelity offers over 300 mutual funds, which cover a wide range of asset classes and investment styles. The company also offers over 100 ETFs, which provide investors with exposure to various markets and sectors. Fidelity is also a leading provider of retirement services, offering a range of products and services designed to help clients save for retirement. These products and services include individual retirement accounts (IRAs), employer-sponsored retirement plans, and annuities. In addition to its investment products and services, Fidelity also offers a range of financial planning tools and resources. These tools and resources can help clients plan for their financial futures and make informed investment decisions.

Client Base

Fidelity Investments serves a wide range of clients, including individual investors, institutional investors, and financial advisors. The company’s products and services are designed to meet the needs of clients at all stages of their financial lives, from young investors just starting out to retirees looking to preserve their wealth.

Investment Philosophy

Fidelity Investments is known for its active management style, which involves making frequent adjustments to its portfolios in an effort to outperform the market. The company’s investment philosophy is based on the belief that active management can add value over the long term. Fidelity’s investment teams use a combination of quantitative and qualitative analysis to identify investment opportunities and make investment decisions.

Performance

Fidelity Investments has a strong track record of performance across its product offerings. The company’s mutual funds and ETFs have consistently outperformed their benchmarks over the long term. Fidelity’s retirement services have also been recognized for their strong performance and innovative features.

Conclusion

Fidelity Investments is a leading provider of financial products and services, with a long history of innovation and excellence. The company’s investment philosophy and active management style have helped it to consistently outperform its benchmarks and deliver strong returns to its clients.

People Also Ask

Q: What makes Fidelity Investments different from other financial services companies? A: Fidelity Investments is known for its active management style and its commitment to innovation. The company’s investment teams use a combination of quantitative and qualitative analysis to identify investment opportunities and make investment decisions. Q: What types of clients does Fidelity Investments serve? A: Fidelity Investments serves a wide range of clients, including individual investors, institutional investors, and financial advisors. The company’s products and services are designed to meet the needs of clients at all stages of their financial lives. Q: How has Fidelity Investments performed over the long term? A: Fidelity Investments has a strong track record of performance across its product offerings. The company’s mutual funds and ETFs have consistently outperformed their benchmarks over the long term. Fidelity’s retirement services have also been recognized for their strong performance and innovative features.