Massachusetts Financial Services Company

Massachusetts Financial Services Company

Massachusetts Financial Services Company

Date Founded



111 Huntington Avenue,Boston, MA 02199-7610

Type of Company


Employees (Worldwide)



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

Chief Executive Officer & Chief Investment Officer

Fund Advisor


Executive Vice President & Chief Financial Officer

Chief Investment Officer

Executive Vice President, General Counsel & Secretary

Executive Vice President, General Counsel & Secretary

Senior Vice President & Chief Compliance Officer

Fund Advisor

Chief Investment Officer of Global Equity

Board of Directors

Chief Executive Officer at MFS Institutional Advisors, Inc.

Executive Vice President & Chief Financial Officer at Sun Life Financial, Inc.

Senior Research Fellow at The Brookings Institution

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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

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Legal Advisor

Of Counsel at Gibson, Dunn & Crutcher LLP


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). 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 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants
$2,500 - $4,999
$500 - $999
Political Donations
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