Company presentation for Fidelity Investments

1. Dylan Curvey (dcurvey)

2. Sample Products: What does Fidelity do?
 Financial Advice/Consulting
 Standard Checking + Savings Accounts
 Professionally Managed Investment Accounts
 Retirement Plans (E.g. 401k, IRA)

3. Fidelity’s History
1946
Fidelity Management
& Research Co.
founded by
Edward C. Johnson II
1974
Fidelity is the
first to sell
funds over
the phone
1995
First mutual
fund
company to
launch web
site
2010
Fidelity
launches
their mobile
app
2014
First investing
app for smart
watches is
created

4.  Research + testing facility
 Startup incubator
1998 –

5. Competitors
Fidelity
Investments
Vanguard
Fund
Charles
Schwab
Retail Stores
Standard Bank
Accounts
Professionally
Managed
Accounts
Retirement
Plans
Assets
Managed $6.22 trillion $4.2 trillion $2.5 trillion

6. Financials
 Privately held
 $6.22 trillion Assets Under Management as of June 2017
 Up from $5.67 trillion in Dec. 2016
 As the market goes, so goes Fidelity
Dow Jones NASDAQ

7. Secret Sauce
 Innovative
 Tech-focused
 Available to customer

8. Prediction: Success
 Remain a leader in investment industry
 Continue to grow in banking market
 Experiment with new technologies

9. References
 https://www.fidelitylabs.com/about/
 https://jobs.fidelity.com/about-fidelity/history.html
 http://fortune.com/2017/10/06/fidelity-bitcoin-ethereum/
 https://www.reuters.com/article/us-mutualfunds/fidelity-vanguard-debate-
market-share-idUSTRE57Q4S920090827
 https://www.advisoryhq.com/articles/vanguard-vs-fidelity-comparison/
 https://investor.vanguard.com/investing/
 https://www.fidelity.com/about-fidelity/fidelity-by-numbers/overview
 https://www.fidelity.com/about-fidelity/fidelity-by-numbers/corporate-statistics
 https://www.nytimes.com/2017/04/14/business/mutfund/vanguard-mutual-index-
funds-growth.html
 https://www.forbes.com/sites/greatspeculations/2015/01/02/charles-schwabs-
year-in-review-asset-management-interest-revenues-trading-in-focus/