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  • Fidelity Investments

    Founded in 1946, Fidelity Investments is an international provider of financial services and investment resources that helps individuals, employers, institutions and intermediaries meet their financial objectives.

    Once known primarily as a mutual fund company, Fidelity has adapted and evolved over the years to meet the changing needs of its customers. Today, that evolution is reflected in our menu of products and services. In addition to more than 300 Fidelity mutual funds, we also offer discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, life insurance and much, much more.

    What hasn't changed over the years is our commitment to continuous improvement, state-of-the-art technology and peerless customer service. Fidelity is responsible for many innovations that are standards in the industry today. We reinvest a substantial portion of our revenues each year back into technology to deliver new products and services to investors. And we are consistently recognized by industry surveys and publications for providing some of the highest levels of customer support.

    Fidelity Business Services(Dalian) Limited

    Since 1987 Fidelity Investments has a strong history of doing business in China starting with establishing a presence in Hong Kong.

    In August 2007 Fidelity's Asian & European businesses established a systems development and operations center in Dalian to service the Asia Pacific region.

    Building upon this success, in August 2011 Fidelity established the wholly-owned foreign entity, Fidelity Business Services (Dalian) Ltd., to serve as a global delivery center supporting the firm's North American businesses. With over 500 people in Dalian and growing, the Technology team supports multiple Fidelity businesses including Personal and Workplace investing and the Strategic Investment Products and Data divisions.

    What We Do

    Technology plays a role in every aspect of our business and provides Fidelity with a competitive advantage when it comes to providing exemplary customer service and operational efficiency.

    Fidelity Dalian provides a diverse range of technology projects that touch almost every aspect of all of Fidelity's global businesses. The Dalian team is critical to our future as a key global delivery center along with delivery centers in India and Ireland Fidelity has formed a base of engineering discipline and innovation through a global IT community.

    Fidelity Dalian projects focus on mobile computing, online training and reporting system development, retirement services initiatives, content/UI development, and test harness development. The team is skilled in platforms/programming such as Java, Objective C, C++, .Net, HTML, Data and feed movement and are recognized across the firm as a center of excellence for reverse engineering and technology conversion efforts.

    1943-1972: The Mister Johnson Years

    In 1943, Edward C. Johnson 2nd took over the Fidelity Fund, founded in 1930. In 1946, he founded Fidelity Management & Research Company (FMR Co.) to act as investment advisor to the Fund. Mister Johnson (as he was known in the industry) led the company for nearly 30 years. He had a unique approach to investing that incorporated a passion for technical research and a belief that through active investment management, he could outperform the markets.

    Mister Johnson's focus on long-term investment strategies, his belief in integrity, and his conviction that employees should take intelligent risks all helped to establish Fidelity's reputation as a forward-thinking and innovative company.

    1973-2000: Innovation, Diversification, and New Frontiers

    In 1972, Edward C. Johnson 3rd, who had joined the company as an analyst in 1957, took over the helm of Fidelity. Under his leadership, Fidelity diversified its business with new, industry-leading products and services, and adopted technology to provide world-class customer service.

    From the 1970s through the 1990s, Fidelity continued to grow rapidly, as did its reputation as a company investors could trust. Mr. Johnson believed that Fidelity should continue to be privately owned so the company, unlike many of its competitors, could have some protection from short-term market and business pressures. This flexibility allowed Fidelity to invest over time in the infrastructure and technology that, in part, allowed for the growth of the company's retirement and outsourcing business.

    The 21st Century

    In the new century, Fidelity reached a milestone $1 trillion in assets under management. But that's just the beginning. We'll continue to grow by hiring the best people, staying loyal to our past and values, and finding new and better ways to deliver the services our customers value.

    These values were instrumental in building Fidelity's proud past, and they will be the foundation of our promising future.

    The customer is always first
    Our customers have to be able to trust us with complete faith to manage and help secure their financial futures. Our business is based on developing long-term relationships built on this trust. The way to build those relationships is by doing the right thing for our customers every single time. This is not only the right thing to do ethics-wise; it's the right thing to do business-wise. It was our founding principle six decades ago, and it rings as true today.


    Respect for employees and respect for each other
    We must always be a company of good, decent people who treat each other as they would want to be treated. Just as we are dedicated to building long-term relationships with our customers, we are a company built on relationships with each other - relationships within groups, across departments and business units, and increasingly across time zones, geographies, and cultures. Respecting these relationships is at the very core of how we must behave as people and as an organisation.


    Integrity and honesty above all
    Acting with integrity and honesty goes to the very essence of everything we do for our customers, and also to our respect for each other. Cutting a corner; not adhering strictly to the laws, regulations and ethics that govern our company; or not giving your best effort, tarnishes the company and, therefore, each of us. At the end of the day, integrity and honesty are what our company's name means, and that should mean everything to us.


    A hunger for innovation and improvement
    Fidelity has always been at its best when it's looking forward, innovating, and trying new things. While we're always looking for the next big idea, the countless little things we can do each day to improve a product, a service, or a process, - kaizen, in other words - is at least as important. At Fidelity, ideas come from everywhere, not just from the top. So every bit as essential to coming up with a way to improve what we do is listening to those making the suggestions.


    Winning and competitiveness
    Winners by just about any measure, we've become the successful company we are today by adhering to our values. Size, profitability, growth - characteristics of our company for decades - are all important underpinnings for continued success.

    Supported by private ownership and the long-term thinking that private ownership makes possible, sticking to the values that go back to our founding in 1946 will keep us at the top of our industry.


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