Key things to know about IPOs
This course is designed to help you make a well-informed decision about investing in initial public offerings (IPOs) and determine if it may be an appropriate strategy to align with your investment goals.
When you complete this course, you will:
- Define initial public offering and understand why companies may decide to go public, as well as the steps a company takes leading up to its IPO
- Be familiar with the contributing factors that determine how shares are allocated, including key details you can readily determine using a deal’s preliminary prospectus
- Know how to navigate on Fidelity.com to submit, change or delete an indication of interest in an offering
|1.||The path to an IPO||Video||
Learn more about what it means to go public and what the process is like.
|2.||Investing in IPOs and other equity new issue offerings||Article||
Find out more about how trading IPOs is different from ordinary stock trading.
|3.||Understanding the IPO share allocation process||Article||
You don't know in advance if you'll receive an allocation of IPO shares; explore more about the factors that determine how shares are allocated.
You don't know in advance if you'll receive an allocation of IPO shares; explore more about the... More
|4.||IPO share allocation: 5 questions you can answer using the preliminary prospectus||Infographic||
The Red Herring provides valuable information and can help you answer 5 key questions to better understand how IPO shares are allocated.
The Red Herring provides valuable information and can help you answer 5 key questions to better... More
|5.||Submitting an indication of interest||Video||
See the process to submit an indication of interest online with Fidelity.com and how to stay informed through the process.
See the process to submit an indication of interest online with Fidelity.com and how to stay... More
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There are risks associated with investing in a public offering, including unproven management, and established companies that may have substantial debt. As such, they may not be appropriate for every investor. Customers should read the offering prospectus carefully, and make their own determination of whether an investment in the offering is consistent with their investment objectives, financial situation, and risk tolerance.