Fidelity - Publications - Faculty & Research

July 2010
Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott

The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details

Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States

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November 1983
Case

Fidelity Group

By: Dwight B. Crane

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28 Nov 2018
News

Elevating Women at Fidelity

In the wake of sexual harassment allegations at Fidelity, Abby Johnson (MBA 1988) has stepped up a concerted effort to promote women within the 72-year-old firm, according to Bloomberg. "A year ago Fidelity came under media scrutiny after... View Details

July 2008 (Revised October 2008)
Case

Fidelity Investments' Charitable Gift Fund (A)

By: Robert C. Pozen

Deborah Pege, an attorney at Fidelity Investments, needs to decide whether Fidelity should attempt to patent business processes involved with its new charitable gift fund. The case explores the conditions that must be satisfied in order to receive a patent and raises... View Details

Keywords: Investment Funds; Patents; Business Processes; Value

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March 2018 (Revised February 2019)
Case

The Fidelity Growth Company Fund

By: Sara L. Fleiss and Samuel G. Hanson

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13 Jan 2017
News

Fidelity funds high on hot startups

May 1994 (Revised December 1994)
Case

Fidelity Investments: Spartan Florida Municipal Fund

By: Andre F. Perold and Sanjay Bhatnagar

Keywords: Investment Funds; Financial Services Industry; Florida

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December 1998
Case

Retail Financial Services in 1998: Fidelity Investments

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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November 1987
Case

Fidelity Security Insurance Co.

By: David F. Hawkins

Keywords: Insurance Industry

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July 2010 (Revised October 2010)
Teaching Note

Fidelity Retires in Canada (TN)

By: Robert C. Pozen and Edward Warren Scott

Teaching Note for 311023. View Details

Keywords: Canada

Citation

28 Aug 2012
News

Fidelity Investments puts her in charge

Keywords: Funds, Trusts, and Other Financial Vehicles; Finance

December 2018 (Revised January 2019)
Teaching Note

The Fidelity Growth Company Fund

By: Samuel Hanson

Teaching Note for HBS No. 218-090. View Details

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17 Nov 2016
News

Fidelity invests in worker delight

05 Dec 2014
News

Putting Her Stamp on Fidelity

Keywords: career advancement; family busiensses; Finance; leadership; Finance

February 1996 (Revised May 1996)
Teaching Note

Fidelity Investments: Spartan Florida Municipal Fund (TN)

By: Andre F. Perold and Wai Lee

Keywords: City; Investment Funds; Florida

Citation

July 2008 (Revised August 2008)
Supplement

Fidelity Investments' Charitable Gift Fund (B)

By: Robert C. Pozen

The (B) case informs students of Fidelity's decision about pursuing a business process patent for its charitable gift fund and describes subsequent litigation and lawsuits filed by other companies over business process patent issues. View Details

Keywords: Investment Funds; Patents; Lawsuits and Litigation; Business Processes

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