Massachusetts Financial Services Company

Massachusetts Financial Services Company

Massachusetts Financial Services Company

Overview
Date Founded

1982

Headquarters

111 Huntington Avenue,Boston, MA 02199-7610

Type of Company

Private

Employees (Worldwide)

1,100

Industries

Investment Services & Portfolio Management

Company Description

MFS Investment Management utilizes various investment techniques to implement its investment strategies, including, but not limited to, long and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter derivatives or other methods to seek to achieve performance. They employ a variety of methods to evaluate securities, including fundamental and quantitative analysis. MFS Investment Management offers fundamental, active and research-driven equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets. Fixed income strategy offers total return focused and credit oriented approach. Multi-Asset strategy is goal-oriented, diversified and disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection. MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns. MFS Blended Research is an approach to active equity management that combines the firm's fundamental research expertise with highly systematic quantitative research.

Contact Data
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Executives & Employees

Director & Chief Executive Officer

Executive Chairman

Chief Financial Officer

Chief Investment Officer

Fund Advisor

Executive Vice President, General Counsel & Secretary

Senior Vice President & Chief Compliance Officer

Chief Investment Officer-Global Fixed Income

President of MFS, Head of Global Distribution

Chief Investment Officer, Global Equity

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Recent Transactions
Details Hidden

Sun Life Financial, Inc. purchases MFS Investment Management Canada Ltd.

Details Hidden

Massachusetts Financial Services Company, Sun Life Financial, Inc. purchase Columbia Management Advisors /Fund Mgmt Business from Bank of America Corp.

Advisors & Consultants
Auditor

Deloitte & Touche LLP engages in the provision of auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. Its services include international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. Deloitte & Touche was founded on March 7, 1995 and is headquartered in New York, NY.

Legal Advisor

Of Counsel at Gibson, Dunn & Crutcher LLP

Clients

The purpose of the YMCA retirement fund is to support YMCAs by providing pension and welfare benefit programs to empower YMCA employees to achieve economic security during their working and retirement years, thereby resulting in loyalty to the YMCA movement.

STRS Ohio pension fund assets are allocated to short-term liquidity reserves (commercial paper, short-term investment funds and repurchase agreements); fixed-income securities (US Government and US Government Agency obligations, corporate bonds, high yield/emerging market and MBS/ABS); domestic common and preferred stock; international equities; real estate (US properties and REITs); and alternative investments (private equity and opportunistic/diversified investments). About 70% of STRS Ohio's investment assets are managed internally by about 100 investment department professionals. These associates oversee diversified portfolios of equity (common and preferred stock), fixed-income, international, real estate investments and alternative. The mix of investments is designed to provide high, long-term yields while minimizing exposure to risk.

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$1.09B
Political Donations
$2,000
2012
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