海外基金发展史系列 之家族投资集团—富达

发布网友 发布时间：2024-10-10 22:04

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热心网友 时间：2024-10-14 11:27

Fidelity, a global financial services powerhouse based in Boston, Massachusetts, managed an impressive $2.5 trillion in assets as of March 2018, ranking among the largest asset management firms. The company's operations span a wide range, including brokerage, mutual funds, investment advice, pension services, wealth management, stock trading, clearing, and life insurance.

At the core of Fidelity's business are its mutual fund and brokerage divisions. The company's flagship, Fidelity Contrafund, is the largest non-index mutual fund in the US, managing over $107 billion. Fidelity Magellan, previously led by CEO and President Ned Johnson, also holds a significant position. As of 2018, Fidelity's managed assets reached $2.81 trillion, reflecting the family-owned nature of the company, with the Johnson family holding a controlling stake since its inception.

Abby Johnson, the current CEO, took the helm in 2014, following her father's retirement. With a 24.5% stake and $20 billion net worth, she oversees a vast empire of over 45,000 employees. Fidelity operates under a strong family leadership, with all subsidiary CEOs reporting to Abby.

Founded in 1930 amidst the aftermath of the stock market crash, Fidelity has evolved significantly. Under the guidance of Edward C. Johnson II, the company started small, managing $30 million. The Johnson family expanded the business throughout the 20th century, launching multiple funds and services, such as the Magellan Fund and 401(k) retirement plans. During动荡 periods, like the 1970s, Fidelity adapted, introcing innovative procts like the Daily Income Trust and offering investment consulting services. In recent years, the company ventured into cryptocurrency-related services and retirement income planning solutions.

While exact financial data may be limited e to the family-owned structure, Fidelity's flagship funds have demonstrated strong performance, as seen in their annual reports. Their Fidelity Ventures risk investment arm, although closed in 2010, led to the creation of Volition Capital. The company's commitment to innovation and adaptability has been a key to its enring success.