Fidelity Company

Fidelity On its website, Fidelity does not talk about a mission statement or a vision statement as such, but it does provide some description of the business. The mission was elaborated by James Burton, President of Fidelity's retail brokerage, in 2010 as "offering investment-grade tools and independent research that can help investors conduct these critical investing steps in a more efficient and thorough way" (Business Wire, 2010). The internal description of the business also shed light on Fidelity's mission and vision.

For example "our fundamental mission is to help customers and clients to achieve their financial objectives." While the latter does not constitute an official mission statement, that is probably a good thing, since it simply describes the business in generic terms. Burton's description is more valuable, since it offers some hints about how the company will meet client needs with terms like "investment-grade" and "efficient and thorough" to describe the type of facilitating that the company does for clients.

The company also has a pledge to clients that provides valuable insight: "Our pledge is to always put your interests first in everything we do" (Fidelity, 2014). This is valuable because it shows that the company does want to underline its service by putting the customer first. Section 2. Fidelity offers a wide range of investment products and services. On its website, it describes the different businesses that it is in.

These are asset management for both individual and institutional investors; personal investing; workplace investing, for example for retirement plans; institutional services like clearing, custody and brokerage services aimed at the institutional market; and charitable services, which seek to make charitable giving simple and effective (Fidelity, 2014). So the company has a core set of businesses in which is engages, and organizes these businesses internally mainly on the basis of customer type. Fidelity provides a full range of brokerage services, but its main proprietary product is its mutual funds.

These are often the basis for its other investment products, for example asset management will often feature Fidelity funds. The company offers 564 different mutual funds, 437 of which are equity funds, 62 fixed income, 25 high income, and 40 different money market funds as well. 311 mutual funds are available to retail customers, and 424 funds are available to institutional clients. The company has $1.7 trillion under management in its mutual funds out of a total of $1.956 trillion in managed assets.

There are a total of $4.7 trillion assets under management in total, including administered assets, which makes Fidelity one of the largest investment companies in the world. Section 3. One of the key successes that Fidelity has in its best practices is to put the interests of the customer first. Customers appreciate that, and you bring in more business this way. The assets under management at Fidelity are a pretty good example of this best practice in action. The company's teams are generally motivated by money.

Many people within the organization have at.