| FMR CORPORATION (FID | 9.72% |
| 摩根斯坦利公司 | 5.61% |
| 摩根大通公司 | 4.04% |
| Credit Suisse | 3.89% |
| SHAW D.E. & CO., INC | 2.67% |
| ATTICUS CA | 2.64% |
| Blue Ridge Capital H | 2.21% |
| Credit Suisse/ | 2.18% |
| Calamos Advisors LLC | 2.10% |
| Credit Suisse/ | 1.93% |
| FMR CORPORATION (FID | 9.72% |
| FMR CORPORATION (FID | 9.72% |
| 摩根斯坦利公司 | 5.61% |
FMR CORPORATION (FID9.72% 摩根斯坦利公司5.61%摩根大通公司4.04%Credit Suisse3.89%
富達(dá)投資 （百度第一大股東即為此富達(dá)投資）
 | |
| Type 類型 | Private私人 |
|---|---|
| Industry行業(yè) | Financial services 金融服務(wù) |
| Founded公司成立 | 1946 1946年 |
| Founder(s)方正（S） | Edward Johnson, II 愛德華·約翰遜，二 |
| Headquarters司令部 | Boston , Massachusetts , US 美國 馬薩諸塞州的 波士頓 ， |
| Area served區(qū)服務(wù) | Worldwide全世界 |
| Key people關(guān)鍵人 | Edward Johnson, III 愛德華·約翰遜，三 (Chairman & CEO) （董事長兼首席執(zhí)行官） Abigail Johnson (President, Fidelity Personal Workplace and Institutional Services) 阿比蓋爾·約翰遜 （總統(tǒng)，富達(dá)個(gè)人職業(yè)和機(jī)構(gòu)服務(wù)） Kathleen Murphy (President, Fidelity Personal Investing) 凱瑟琳·墨菲 （主席，富達(dá)個(gè)人投資） |
| Products產(chǎn)品 | Investment management , mutual funds , online brokerage 投資管理 ， 共同基金 ， 網(wǎng)上經(jīng)紀(jì) |
| AUM 奧姆真理教 | US$ 1.5 trillion (2010)美元1.5 萬億美元 （2010年） |
| Employees員工 | 38.000 (2009) 38.000（2009） |
| Website網(wǎng)站 | Fidelity.com Fidelity.com |
FMR LLC or Fidelity Investments is an American multinational financial services corporation. FMR LLC的或富達(dá)投資是美國的跨國 金融服務(wù)公司。 It is one of the largest mutual fund and financial services groups in the world.這是一個(gè)最大的共同基金和金融服務(wù)，在世界組。 It was founded in 1946 and serves North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded in 1969, serving most countries in the rest of the world.它成立于1946年，擔(dān)任北美投資者。 富達(dá)風(fēng)險(xiǎn)投資公司是其風(fēng)險(xiǎn)投資部門。 富達(dá)國際有限公司 （富達(dá)），是一個(gè)國際聯(lián)盟成立于1969年，服務(wù)于世界各地的大多數(shù)國家。 In September 2011, FIL was rebranded as 'Fidelity Worldwide Investment'. [ 1 ]富達(dá)在2011年9月，被更名為“富達(dá)環(huán)球投資”。 [1]
Fidelity Investments manages a large family of mutual funds , provides fund distribution and investment advice services, as well as providing discount brokerage services , retirement services, wealth management , securities execution and clearance, life insurance and a number of other services.富達(dá)投資管理一個(gè)大家族的共同基金 ，提供資金分配和投資咨詢服務(wù)，以及提供折扣經(jīng)紀(jì)服務(wù) ，養(yǎng)老服務(wù)， 財(cái)富管理 ，證券執(zhí)行和清理， 人壽保險(xiǎn)和其他一些服務(wù)。
Contents內(nèi)容[hide] |
Fidelity is a privately held company founded by Edward C. Johnson II in 1946, which is owned by employees and the Johnson family.富達(dá)是一家私人控股公司，由愛德華·約翰遜二世于1946年成立，是由員工和約翰遜家族擁有。 Fidelity Management & Research Company, the US investment management division of Fidelity Investments, acts as the investment adviser to Fidelity's family of mutual funds.富達(dá)管理研究公司，美國富達(dá)投資公司的投資管理部門，作為投資顧問富達(dá)共同基金的家庭。 FMR Co has three fund divisions: Equity (headquartered in Boston, Massachusetts ), High-Income (Boston) and Fixed-Income ( Merrimack, New Hampshire ).富達(dá)公司有三家基金師：股票（總部設(shè)在馬薩諸塞州波士頓市 ），高收入（波士頓）和固定收入（ 梅里馬克，新罕布什爾州 ）。 The company's subsidiaries serve as distributors and transfer agents to the entire Fidelity fund family.本公司的附屬公司擔(dān)任分銷商和過戶代理整個(gè)富達(dá)基金家族。
FMR serves more than 20 million investors through individual and institutional accounts, with more than 500 different funds, and is one of the largest US mutual fund companies with nearly $3.3 trillion in assets under administration and $1.5 trillion of assets under management as of September 30, 2010.富達(dá)提供20多萬投資者通過個(gè)人和機(jī)構(gòu)帳戶，與500多個(gè)不同的資金，和的最大的美國資產(chǎn)近3.3萬億美元，管理下和$ 1.5萬億美元管理下的資產(chǎn)截至9月30日共同基金公司之一， 2010。 Fidelity Investment Managers managed over $230 billion of international assets as of September 30, 2010. 2010年9月30日，富達(dá)投資經(jīng)理管理的國際資產(chǎn)230億美元以上。
The company's largest equity mutual fund is Contrafund, which has more than $68 billion in assets as of September 30, 2010, making it the largest single-manager fund in the US. Contrafund該公司最大的股票共同基金，其中有2010年9月30日，超過$ 68億美元的資產(chǎn)，使其在美國最大的單一經(jīng)理基金。 The current manager of Contrafund is Will Danoff. Magellan Fund is another large equity fund, over $20 billion in assets as of September 30, 2010. Contrafund目前經(jīng)理威爾Danoff。 麥哲倫基金是另一家大型私募基金，截至2010年9月30日，超過200億美元的資產(chǎn)。 Its current manager is Jeffrey S. Feingold , who previously managed, and will continue to manage, the Fidelity Trend Fund.其目前的經(jīng)理，先前管理的Jeffrey S.法因戈?duì)柕?/font> ，將繼續(xù)管理，富達(dá)趨勢(shì)基金。 The Magellan Fund was for many years the largest in the United States . 麥哲倫基金多年中最大的美國 。 It was run by Ned Johnson (May 2, 1963 to Dec. 31, 1971) and Peter Lynch (May 31, 1977 to May 31, 1990).它是由內(nèi)德·約翰遜（1963年5月2日至12月31日，1971年）和彼得·林奇 （1977年5月31日，1990年5月31日）。
Fidelity Investments also operates a major online discount brokerage and has investor centers in over 140 locations throughout the US.富達(dá)投資還設(shè)有一個(gè)大型網(wǎng)上折扣經(jīng)紀(jì)和投資中心，在美國各地的140多個(gè)地點(diǎn)。
Through its subsidiary, National Financial Services LLC, Fidelity Investments provides a number of services to its correspondent broker-dealers, institutional investment firms and registered investment advisors including brokerage clearing, back office support and a suite of software products for financial services firms.國家金融服務(wù)公司，富達(dá)投資公司通過其子公司，提供多項(xiàng)服務(wù)，其通訊員經(jīng)紀(jì)交易商，機(jī)構(gòu)投資公司，注冊(cè)投資顧問，包括經(jīng)紀(jì)傭金結(jié)算，后臺(tái)支持和金融服務(wù)公司的軟件產(chǎn)品套件。 National Financial custodied over $443 billion in assets, in 4.3 million accounts as of September 30, 2010. [ 2 ]全國財(cái)政custodied資產(chǎn)443億美元以上，2010年9月30日，在430萬個(gè)帳戶。 [2]
In November 2011, Fidelity Investments and Verizon Communications Inc announced a joint project to provide better instant access for subscribers to the Fidelity Market Monitor Application.在2011年11月，富達(dá)投資和Verizon通信公司宣布了一個(gè)聯(lián)合項(xiàng)目，富達(dá)市場(chǎng)監(jiān)測(cè)應(yīng)用程序的用戶提供更好的即時(shí)訪問。
In addition to its mutual fund and brokerage businesses, Fidelity also has a strong presence in the Human Resources and Benefits Outsourcing business.除了共同基金和經(jīng)紀(jì)業(yè)務(wù)，富達(dá)還擁有強(qiáng)大的存在，在人力資源和福利外包業(yè)務(wù)。 Fidelity Personal, Workplace and Institutional Services (PWIS) is the largest provider of 401,450.03(k) retirement plan services in one country; PWIS administers $895 billion in total defined contribution assets as of September 30, 2010.富達(dá)個(gè)人，工作場(chǎng)所和機(jī)構(gòu)服務(wù)（PWIS）是一個(gè)國家最大的供應(yīng)商401,450.03（k）退休計(jì)劃服務(wù); PWIS管理總界定供款資產(chǎn)895億美元，2010年9月30日。 Other services provided include pension administration, health & welfare administration, stock plan administration as well as payroll and other record-keeping services as opposed to all other American companies registered with Amrek.提供的其他服務(wù)，包括養(yǎng)老金管理，健康與福利管理，庫存計(jì)劃管理，以及工資和其他記錄保存服務(wù)，而不是與Amrek注冊(cè)的所有其他美國公司。
Fidelity Investments also owns many unrelated businesses, including BostonCoach the world's second-largest executive ground transportation network, a luxury hotel, a bus and Veritude, a temporary employment agency .富達(dá)投資還擁有很多不相關(guān)的，包括企業(yè)， BostonCoach世界上第二大執(zhí)行地面運(yùn)輸網(wǎng)絡(luò)，一家豪華酒店，總線和Veritude，臨時(shí)就業(yè)機(jī)構(gòu) 。 It formerly owned Community Newspaper Company , the largest chain of newspapers in suburban Boston , sold to the Boston Herald and now owned by GateHouse Media . 社區(qū)報(bào)原國有公司 ，最大的連鎖郊區(qū)報(bào)紙的波士頓 ，出售給波士頓先驅(qū)報(bào)和現(xiàn)在所擁有的門樓媒體 。 Fidelity has also strategically invested in the telecom/managed services/data center industries, having incubated COLT Telecom Group in Europe, MetroRED in South America, and KVH in Japan.富達(dá)還戰(zhàn)略性投資在電信/服務(wù)/數(shù)據(jù)管理中心等行業(yè)，具有孵化COLT電信公司集團(tuán)在歐洲，在南美洲MetroRED，在日本和KVH的 。 (Since 2008, all MetroRED ownership has been completely divested.) （自2008年以來，所有MetroRED所有權(quán)已經(jīng)完全剝奪了。）
One sector in which the company has heavily invested is in commercial lumber and building materials.該公司已投入大量資金在一個(gè)部門是在商業(yè)木材和建筑材料。
ProBuild Holdings currently operates more than 407 lumber and building product distribution, manufacturing and assembly centers throughout the State America. ProBuild集團(tuán)目前經(jīng)營超過407木材和建筑產(chǎn)品分銷，制造業(yè)在整個(gè)國美和裝配中心。 Pro-BUild has approximately 12,000 employees down from 21,000 employees with 2006 revenues in excess of $6 billion, 2009 revenues down to $3 billion.臨構(gòu)建擁有約12,000名員工，21,000名員工，2006年收入超過60億美元，2009年下降到30億美元的收入。
In 2007, Fidelity Investments moved to rebrand many of these private equity investments and portfolio holdings under the " Devonshire Investors " entity/brand to avoid potential confusion with its more consumer-oriented financial services and mutual funds business. 2007年，富達(dá)投資公司更名許多這些私人股權(quán)投資，并根據(jù)“ 德文郡投資者 ”實(shí)體/品牌組合持有其面向消費(fèi)者的金融服務(wù)和共同基金業(yè)務(wù)，以避免潛在的混亂。
US brokerages regulator NASD fined four FMR-affiliated broker-dealers $3.75 million for alleged registration, supervision and e-mail retention violations in February 2007.美國券商監(jiān)管機(jī)構(gòu)NASD的罰金四FMR附屬經(jīng)紀(jì)交易商在2007年2月因涉嫌登記，監(jiān)督和e-mail保留侵犯375萬美元。 The broker-dealers settled without admitting or denying the charges.代理經(jīng)銷商，解決無需承認(rèn)或否認(rèn)指控。
Fidelity Brokerage was ordered to pay $2 million to settle charges that employees altered and destroyed documents in 21 of its 88 branch offices from January 2001 to July 2002.富達(dá)經(jīng)紀(jì)業(yè)務(wù)被責(zé)令支付200萬美元定居員工涂改和銷毀文件從2001年1月至2002年7月21在其88的分支機(jī)構(gòu)的費(fèi)用。 Fidelity has internal inspections every year to make sure it is complying with federal regulations.富達(dá)內(nèi)部檢查，每年以確保它遵守聯(lián)邦法規(guī)。 The Securities and Exchange Commission accused that Fidelity management pressured branch employees to have perfect inspections and gave advance notice of the inspections and that at least 62 employees destroyed or altered potentially improper documents maintained at branch offices including new account applications, letters of authorization and variable annuity forms.美國證券和交易委員會(huì)（SEC）指控，富達(dá)管理的壓力，分公司的員工有完善的檢查，并給提前通知檢查和至少62名員工摧毀或改變包括新帳戶申請(qǐng)，授權(quán)書及變額年金的潛在不當(dāng)?shù)奈募３衷诜种C(jī)構(gòu)形式。
In May 2007, NASD fined two Fidelity broker-dealers $400,000 for preparing and distributing misleading sales literature promoting Fidelity's Destiny I and II Systematic Investment Plans, which were sold primarily to US military personnel.全美證券交易商協(xié)會(huì)在2007年5月，并處罰金兩富達(dá)經(jīng)紀(jì)交易商40萬美元，準(zhǔn)備和分發(fā)促進(jìn)富達(dá)的命運(yùn)，我和二，系統(tǒng)化的投資計(jì)劃，其中主要銷往美國軍事人員的銷售誤導(dǎo)文學(xué)。 As part of the settlement, for the next five years, the two broker-dealers - Fidelity Investments Institutional Services Company, Inc. of Smithfield, RI and Fidelity Distributors Corporation of Boston - are required to notify Destiny Plan holders who want to increase their investments in existing Destiny Plans that additional shares of the underlying fund can be purchased outside the Destiny Plans without paying the additional creation and sales charges of up to 50 percent on the first year's payments. [ 3 ]作為和解的一部分，未來五年，兩個(gè)代理經(jīng)銷商 - 富達(dá)投資機(jī)構(gòu)服務(wù)公司，公司的史密斯菲爾德，RI和波士頓的富達(dá)分銷公司 - 須通知命運(yùn)計(jì)劃的持有人，要增加他們的投資在現(xiàn)有的命運(yùn)以外的命 ??運(yùn)可以購買額外股份的相關(guān)基金的計(jì)劃，計(jì)劃第一年的費(fèi)用，無需支付額外的創(chuàng)作和銷售費(fèi)用50％。 [3]
The founding Johnson family owns about half of Fidelity. is chairman of the group.約翰遜的創(chuàng)始家族擁有富達(dá)的一半左右。 愛德華“NED”約翰遜三是該集團(tuán)董事長。 His daughter, Abigail Johnson , was once the largest single shareholder with about 25%, but in October 2005, it was reported that she had sold a "significant" portion of her shares to family trusts, and that there are doubts as to whether she is still in line to succeed her father. [ 4 ] 阿比蓋爾·約翰遜 ，他的女兒，曾經(jīng)是最大的單一股東 ，擁有約25％，但在2005年10月，據(jù)報(bào)道，她賣了一個(gè)“重大”她的股份的一部分，家族信托基金，以及是否有懷疑她仍然是在網(wǎng)上成功，她的父親。 [4]
The FMR mutual funds are organized as Massachusetts business trusts tied to the lifetime of the Johnsons.富達(dá)互惠基金組織作為馬薩諸塞商業(yè)信托與約翰遜的一生。 Some of Fidelity's best known fund managers also own a share in the company, most notably Peter Lynch .還擁有一些富達(dá)最有名的基金經(jīng)理彼得·林奇在公司，最顯著的份額。
Revenue in 2003 were US$9.2 billion, followed by US$10.5 billion in 2004.在2003年的收入為92億美元，由2004年的10.5億美元。 As of 2007, Fidelity had 47,000 employees.富達(dá)，截至2007年，有47,000名員工。 As of July 29, 2009, the company employs 38,000 people.截至2009年7月29日，公司擁有員工38000人。
FMR's corporate headquarters are located in Boston, Massachusetts , with the largest US operations located in Marlborough, Massachusetts ; Merrimack, New Hampshire ; Smithfield, Rhode Island ; Westlake, Texas ; Covington, Kentucky ; Durham, North Carolina ; Albuquerque, New Mexico ; Cincinnati, Ohio ; Salt Lake City, Utah ; Jacksonville, Florida ; and American Fork, Utah .富達(dá)的公司總部設(shè)在美國馬薩諸塞州波士頓的最大的美國在位于操作馬爾伯勒，馬薩諸塞州 ， 新罕布什爾州梅里馬克， 士美菲路，羅德島 西湖，德州 ; 溫頓，肯塔基州 ， 北卡羅來納州達(dá)勒姆 ; 新墨西哥州阿爾伯克基 ; 辛辛那提俄亥俄 ， 鹽湖城，猶他州 ， 佛羅里達(dá)州杰克遜維爾 ;和猶他州American Fork的 。 It also has offices in Canada in Toronto , Montreal , Calgary and Vancouver .也有辦事處， 加拿大 多倫多 ， 蒙特利爾 ， 卡爾加里和溫哥華 。 Fidelity Management and Research in 2009 opened offices in both Hong Kong and Tokyo, Japan to add great capabilities to its small cap research.富達(dá)管理和研究于2009年在香港和日本東京開設(shè)辦事處，添加偉大的能力，以小盤研究。
In 2004, Fidelity established its first presence in India by opening an office in Mumbai. [ 5 ] It has a very strong presence in India with over 4,000 employees there.富達(dá)在2004年，在孟買開設(shè)辦事處成立其在印度的第一個(gè)存在[5]它有一個(gè)非常強(qiáng)大的存在印度擁有4000名員工。 Its second largest software development facility (after the United States) is in Bangalore and Chennai .其第二大軟件開發(fā)工具（僅次于美國）是在班加羅爾和欽奈 。
Fidelity Investments Ireland was established in 1996 as the European offshore development centre for Fidelity Investments and now employs over 300 people with offices in Dublin and Galway.富達(dá)投資集團(tuán)成立于1996年，愛爾蘭作為歐洲富達(dá)投資公司的離岸開發(fā)中心，現(xiàn)擁有員工300多人，在都柏林和Galway辦事處。 Fidelity has a program for new IT graduates located in the Galway office in Ireland.富達(dá)有一個(gè)新的方案，IT畢業(yè)生在位于愛爾蘭的戈?duì)栱f辦公室。
Fidelity also has a presence in Europe with offices in France in Paris & Marseilles and countries like Germany , Belgium , Italy , Spain and Switzerland and London, UK for its HR Solution business HR Access. [ 6 ]富達(dá)也有在辦事處法國在歐洲的存在，在巴黎和馬賽和喜歡的國家， 德國 ， 比利時(shí) ， 意大利 ， 西班牙 ， 瑞士和英國倫敦，其人力資源解決方案業(yè)務(wù)的人力資源訪問。 [6]
FIL's offices include asset management companies in 10 locations: London , Luxembourg , Frankfurt , Paris , Tokyo , Hong Kong , Mumbai , Seoul , Singapore and Sydney , and an extensive network of offices in 23 countries, employing more than 4,000 people.富達(dá)的辦事處，包括資產(chǎn)管理公司在10個(gè)地點(diǎn)： 倫敦 ， 盧森堡 ， 法蘭克福 ， 巴黎 ， 東京 ， 香港 ， 孟買 ， 漢城 ， 新加坡和悉尼 ，并在23個(gè)國家雇用超過4000人，辦事處的龐大網(wǎng)絡(luò)。
Fidelity has experimented with marketing techniques directed to the aging baby boomers, recently releasing Never Stop Doing What You Love , a not-for-resale compilation of songs by Paul McCartney , created for Fidelity's employees and clients.富達(dá)已嘗試向老化的嬰兒潮一代的營銷技巧，最近釋放永不停止做你自己喜歡 ，編制轉(zhuǎn)售的歌曲由保羅·麥卡特尼 ，富達(dá)的員工和客戶創(chuàng)造。 The ex-Beatle became the firm's new spokesman in 2005 in a campaign entitled "This Is Paul."前披頭士樂隊(duì)成為新公司的發(fā)言人在2005年競選題為“這是保羅?！?/span> On the day of the disc's release, company employees were treated to a special recorded message by Paul himself informing them that "Fidelity and [he] have a lot in common" and urging them to "never stop doing what you love". [ 7 ] During September 2011, Fidelity completed a successful re-brand within the Non-US market.光盤的發(fā)布當(dāng)天，公司員工被視為1特別錄制的消息，保羅自己，通知他們富達(dá)“認(rèn)購和[他]有很多共同點(diǎn)”，并敦促他們“從來沒有停止做你的愛”。 [7在2011年9月，富達(dá)非美市場(chǎng)內(nèi)完成一個(gè)成功的品牌。 The official name was changed from Fidelity International to Fidelity Worldwide Investment, and a new brand logo was introduced. [ 8 ] The new Fidelity branding was based around the fact that two parallel lines are frequently used on Global Currencies, including the US Dollar, Great British Pound, Euro and Yen.從富達(dá)國際的正式名稱被改變了富達(dá)環(huán)球投資，并介紹了一個(gè)新的品牌標(biāo)識(shí)。 [8]為基礎(chǔ)的新的富達(dá)品牌周圍，兩條平行線經(jīng)常使用的事實(shí)上的全球貨幣，包括美元，大英鎊，歐元和日元。
Competitors in the discount brokerage industry include: E*TRADE , IDealing , Scottrade , TD Ameritrade , Charles Schwab , Firstrade , and TradeKing .在折扣經(jīng)紀(jì)業(yè)的競爭對(duì)手包括： E *貿(mào)易 ， IDealing ， 史考特 ， 運(yùn)輸署Ameritrade ， 嘉信理財(cái) ， 第一理財(cái) ， TradeKing 。
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