MFS Investment Management
Overview
MFS Investment Management, formerly known as Massachusetts Financial Services, is a global investment management firm headquartered in Boston, Massachusetts. Founded in 1924, MFS is one of the oldest asset management companies in the world and is credited with pioneering the mutual fund industry. The firm's flagship product, the Massachusetts Investors Trust, remains active today. As of September 30, 2024, MFS managed approximately $645.3 billion in assets under management. In 1969, the company rebranded from Massachusetts Investors Trust to Massachusetts Financial Services to reflect its expanded range of products and services. Over the years, MFS has introduced several innovative investment products, including one of the nation's first national municipal bond funds in 1976 and the first globally diversified fixed-income fund in 1981. In 1982, MFS was acquired by Sun Life Financial of Canada, becoming its investment management division. The firm continues to offer a wide array of investment solutions, including mutual funds, institutional trusts, and savings plans, catering to a diverse clientele that includes investment companies, pension plans, corporations, government entities, and high-net-worth individuals.
Investment Focus
- Minimum investable assets of $50 million for separate accounts
- Investment strategies tailored to client-specific objectives
- Diversified portfolios across multiple asset classes
- Focus on long-term capital appreciation
- Emphasis on risk management and due diligence
- Investment strategies may vary by product type
- Clients may impose restrictions on certain securities or derivatives
Portfolio Companies
Reach MFS Investment Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about MFS Investment Management
What sectors does MFS Investment Management invest in?
MFS Investment Management invests in Financial Services, Real Estate, Infrastructure, Insurance, Asset Management and Investment Management, and is based in Boston, Massachusetts, United States. MFS Investment Management is listed as a mutual fund in the ConnectSafely investor database.
What stage does MFS Investment Management invest at?
MFS Investment Management backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 1B.
Which regions does MFS Investment Management invest in?
MFS Investment Management invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at MFS Investment Management?
Team members listed for MFS Investment Management include Erik Weisman (Chief Economist Portfolio Manager) and Michael Bragg (Senior Vice President - Workforce Planning).
What companies has MFS Investment Management invested in?
MFS Investment Management's portfolio includes Massachusetts Investors Trust, MFS Meridian Funds, MFS Institutional Trust, MFS Global Equity Fund, MFS Global Bond Fund, MFS High Income Fund, MFS International Growth Fund and MFS International Value Fund.
How do I contact MFS Investment Management?
MFS Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
