Fidelity Investments: Understanding Their Mission Statement

As a financial services company, Fidelity Investments has a clear mission: to strengthen the financial well-being of its clients. With a rich 75-year history, the company has stayed true to its founding values, helping people invest and plan for their future. This includes supporting businesses in delivering benefits to employees and providing institutions and advisors with investment and technology solutions. With a diverse range of customers, from individuals to businesses and advisors, Fidelity offers a comprehensive suite of financial products and services, from investment management to retirement planning.

Fidelity Investments' commitment to its customers

Fidelity Investments is committed to putting its customers first and strengthening their financial well-being. With a rich 75-year history, the company has maintained its focus on helping its clients invest and plan for their future. This includes supporting companies in delivering benefits to their employees and providing institutions and independent advisors with investment and technology solutions.

Fidelity Investments offers a diverse range of products and services, including mutual funds, brokerage services, and life insurance. The company caters to a wide demographic of clients, including individuals, businesses, and wealth management firms. It also provides financial planning, advice, and educational resources to help investors, especially young and first-time investors, achieve their financial goals.

The company's commitment to its customers is evident in its dedication to innovation and staying ahead of the curve. Fidelity Investments constantly challenges the status quo, harnessing new technologies to enhance the customer experience and meet evolving financial needs. This includes developing new products and services, such as the Fidelity ZERO Funds, the industry's first zero-expense ratio self-indexed mutual funds, and the Student Debt Program to help employees pay off student loans faster.

Fidelity Investments also prioritizes accessibility and aims to make financial expertise broadly accessible. The company offers straightforward pricing with no account fees, no minimums to open a retail brokerage account, and commission-free trades. Additionally, it provides dynamic and integrated benefit programs for employees, including retirement savings, health and welfare services, and student loan repayment programs.

The company's core values further emphasize its commitment to its customers. These values include responsibility, making sound judgments for the long-term benefit of clients; integrity, acting in good faith and taking pride in delivering the best for customers; and compassion, treating every moment as an opportunity to improve the lives of its customers.

The company's diverse customer base

Fidelity Investments' mission is to strengthen the financial well-being of its clients. The company's diverse customer base includes 23 million individuals, 20,000 businesses, and 10,000 advisors.

Fidelity provides financial planning, advice, and educational resources to help investors, including young and first-time investors, make their goals a reality. The company offers straightforward pricing with no account fees, no minimums to open a retail brokerage account, and commission-free trades.

Fidelity also works closely with employers to create dynamic, integrated benefit programs for their employees, including retirement savings, health and welfare, stock plan services, emergency savings, charitable giving, and student loan repayment programs.

In addition, Fidelity helps wealth management firms and institutions navigate the changing industry landscape and meet their clients' evolving financial needs. The company provides investment and technology products, solutions, clearing and custody services, and institutional trading products to thousands of firms.

Fidelity's diverse customer base also includes independent advisors, who benefit from Fidelity's innovative technology and investment solutions. The company's commitment to accessibility and effectiveness in financial expertise is evident in its range of customers, from individuals investing their life savings to businesses managing employee benefits and advisors investing their clients' money.

Investment management

Fidelity's investment management services include a mix of exchange-traded funds (ETFs) and mutual funds across different regions, sectors, and asset classes. The company also offers diverse investment solutions such as managed portfolios, alternatives, and tax-efficient investments. In addition, Fidelity provides educational resources to help investors, including young and first-time investors, make their investment goals a reality.

Fidelity's investment management division combines extensive research capabilities with a collaborative approach to offer customers a range of products and solutions across asset classes. The company's asset management team offers mutual funds, exchange-traded funds (ETFs), bonds, collective investment trusts (CITs), managed accounts, separately managed accounts (SMAs), and more.

Fidelity is committed to making financial expertise broadly accessible and effective in helping people live the lives they want. The company's investment management services are designed to help customers invest and plan for their future, supporting them through every stage of their financial journey.

Fidelity's investment management services are also available to institutions and independent advisors. The company provides investment and technology solutions to help these professionals invest their clients' money effectively, navigate the changing industry landscape, and meet their clients' evolving financial needs.

Retirement planning

Investment Options

Fidelity Investments offers a wide range of investment options to help individuals save for retirement, including mutual funds, exchange-traded funds (ETFs), and managed portfolios. They also provide tax-efficient investments and sustainable investment options for those who want to align their investments with their values. With their diverse investment solutions, individuals can find the right options to build their retirement savings.

Financial Planning and Education

Fidelity Investments is committed to helping individuals make informed financial decisions by providing comprehensive financial planning and educational resources. They offer tools and calculators to help individuals plan their savings for retirement and estimate how much they need to retire comfortably. Additionally, they provide educational content, webcasts, and podcasts to help individuals understand the basics of investing and make smarter financial decisions.

Retirement Calculators and Tools

Fidelity Investments has interactive tools, such as the Retirement Calculator, to help individuals determine if they are on track to meet their retirement goals. This tool allows individuals to discover how much they need to save and whether they are heading in the right direction. They also offer the Tax-Smart Calculator to help individuals understand the tax implications of their retirement savings and make informed decisions.

Retirement Income Advantage

Fidelity's Retirement Income Advantage is a comprehensive service designed to assist investors in planning and managing their finances throughout retirement. This service provides guidance and solutions to ensure that individuals have a steady income stream during their golden years.

Workplace Retirement Plans

Fidelity Investments works closely with employers to create dynamic and integrated benefit programs for their employees, including retirement savings plans. They help businesses of all sizes navigate the complex world of retirement planning and ensure their employees have access to the resources they need to prepare for the future.

By utilizing the investment options, financial planning resources, and retirement tools offered by Fidelity Investments, individuals can take control of their retirement planning and work towards achieving their financial goals. It's important to start planning early and seek professional guidance when needed to ensure a secure and comfortable retirement.

Fidelity's associates

Fidelity offers its associates a range of benefits and opportunities for career development and growth. The company values responsibility, integrity, compassion, and expertise in its associates, and these values guide their work.

Fidelity welcomes associates from diverse backgrounds and with different perspectives, as this helps them innovate and make a difference for their customers and communities. The company is committed to strengthening diversity and inclusivity within their workforce and has established five focus areas to achieve this:

• Increasing diversity at all levels of the company
• Ensuring inclusion by removing barriers
• Creating new opportunities and value for customers and communities
• Transparency about diversity and inclusion progress
• Clear roles and accountability for all associates to work together and maintain a safe and inclusive workplace

Fidelity has various employee-run networks, such as Employee Resource Groups (ERGs) and Special Interest Groups (SIGs), which bring people together based on shared passions, backgrounds, and hopes for change. These groups include AIM (Asian Inclusivity & Multiculturalism), Aspire (for Latinx and Black associates), Enable (for employees of all abilities), Fidelity Veteran Employees (FiVE), Impact (for environmental sustainability efforts), and Fidelity Pride (for the LGBTQ+ community).

Fidelity also offers internship and co-op opportunities for college students, providing them with valuable experience and the chance to build their resumes.

In addition to career opportunities, associates can take advantage of flexible benefits that support them through every stage of their careers and personal lives. Associates do not need a finance background to succeed at Fidelity, as the company offers a wide range of learning and growth opportunities.

Frequently asked questions