MFS INVESTMENT MANAGEMENT

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Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It provides its services to investment companies, pension and profit sharing plans, corporations, pooled investment vehicles, state and municipal government entities, high net worth individuals, trusts, Taft-Hartley plans, institutions, public pension plans, corporate pension plans, bank trust clients, insurance compa... nies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. It benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. The firm benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. It employs a combination of fundamental and quantitative analysis with a bottom-up stock picking and a disciplined investment approach. The firm conducts in-house research to make its investments. It was founded in 1969 and is based in Boston, Massachusetts with additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company operates as a subsidiary of Sun Life Financial, Inc.

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MFS INVESTMENT MANAGEMENT

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Industry:
Education Higher Education Venture Capital

Founded:
1924-01-01

Status:
Active

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Current Advisors List

laurie-thomsen_image

Laurie Thomsen Member of the Board of Directors @ MFS Investment Management
Board_member

Current Employees Featured

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Barnaby Weiner
Barnaby Weiner Portfolio Manager @ MFS Investment Management
Portfolio Manager

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Brent Farmer
Brent Farmer Director of Corporate Risk and Compliance @ MFS Investment Management
Director of Corporate Risk and Compliance

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Greg Komen
Greg Komen CEO/President/Owner @ MFS Investment Management
CEO/President/Owner
1999-01-01

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Ashton L. Carr
Ashton L. Carr Founder @ MFS Investment Management
Founder
1924-01-01

barnaby-weiner_image

Barnaby Weiner
Barnaby Weiner Head of Sustainability and Stewardship @ MFS Investment Management
Head of Sustainability and Stewardship
1998-03-01

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Matt Sweeney
Matt Sweeney Vice President @ MFS Investment Management
Vice President
2000-05-01

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Matt Sweeney
Matt Sweeney Director of Investment Operations @ MFS Investment Management
Director of Investment Operations
2011-01-01

Founder


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Ashton L. Carr

Investments List

Date Company Article Money raised
2022-01-26 FloatPays MFS Investment Management investment in Seed Round - FloatPays 4 M USD
2021-08-02 CCC Information Services MFS Investment Management investment in Post-IPO Equity - CCC Information Services 150 M USD
2018-06-19 HCT Group MFS Investment Management investment in Debt Financing - HCT Group 17.8 M GBP
2015-01-20 Luminex Trading & Analytics MFS Investment Management investment in Venture Round - Luminex Trading & Analytics N/A

Newest Events participated

tide-spark-2022_event_image Participated in TIDE SPARK 2022 on 2022-07-06 as sponsor

More informations about "MFS Investment Management"

Corporate Fact Sheet - MFS

Note to Europe (ex UK and Switzerland) readers: Issued in Europe by MFS Investment Management (Lux) S.à r.l. (MFS Lux) โ€“ authorized under Luxembourg law as a management โ€ฆSee details»

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That commitment started in 1924, when MFS launched the first US open-end mutual fund to give millions of everyday investors access to the markets. It continued through our growth to a full โ€ฆSee details»

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MFS - Asset Management Company - Morningstar

Although many investment firms espouse a long-term orientation, MFS' long-run mindset is evident throughout the organization and sets it apart. Its research team, which is populated by โ€ฆSee details»

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Feb 19, 2025 MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three โ€ฆSee details»

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MFS Investment Management has offices in nine countries, responsible for everything from research to operations. Market research and insight is gathered through these global networks โ€ฆSee details»

MFS Investment Management - Crunchbase

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It provides its services to investment โ€ฆSee details»

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MFS Investment Management serves investors in more than 30 countries through offices in nine major financial centres โ€“ Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, โ€ฆSee details»

MFS Investment Management - LinkedIn

MFS Investment Management | 89,526 followers on LinkedIn. In 1924, MFS launched the USโ€™ first open-end mutual fund. One hundred years later, as a full-service global investment manager serving ...See details»

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Core with More - Advisor's Edge

MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. ... 133 fixed income โ€ฆSee details»

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MFS Investment Management's (MFS) international core equity strategy invests in foreign investments in the form of American Depository Receipts (ADRs), exchange-traded funds โ€ฆSee details»

Our Purpose - MFS

That commitment started in 1924, when MFS launched the first US open-end mutual fund to give millions of everyday investors access to the markets. It continued through our growth to a full โ€ฆSee details»

MFS Investment Management hiring Regulatory Associate - LinkedIn

Mar 17, 2025 MFS Investment Management Boston, MA 1 week ago 41 applicants See who MFS Investment Management has hired for this role ... Solid interpersonal, organizational, โ€ฆSee details»

MFS Subsidiaries, Affiliated Companies and Brands - Glassdoor

Organization Structure. Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed accounts, and โ€ฆSee details»

MFS Investment Management Review - ComparisonAdviser

Mar 5, 2025 To open a separate account with MFS, an organization must have at least $50 million in investable assets. In its Form ADV, the firm notes, however, ... Is MFS Investment โ€ฆSee details»

MFS Investment Management hiring Relationship Director - LinkedIn

This button displays the currently selected search type. When expanded it provides a list of search options that will switch the search inputs to match the current selection.See details»

EMEA Equity Trader | London UK

MFS Investment Management London, United Kingdom . Apply now Save . Posted 15 minutes ago Permanent Competitive . EMEA Equity Trader. ... Strong organizational and decision โ€ฆSee details»

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