MFS Investment Management

What is MFS Investment Management?

MFS Investment Management, also known as Massachusetts Financial Services Company, is a privately owned investment manager that provides a wide range of financial services, including retirement planning, college planning, and a spectrum of educational and planning services.

Serving an extensive clientele, MFS Investment Management offers its expertise 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 and corporate pension plans, bank trust clients, insurance companies, endowments, foundations, multi-employer plans, and investment advisory firms.

The firm is adept in managing separate client-focused equity, fixed income, and balanced portfolios, along with equity, fixed income, and balanced mutual funds. With a global reach in the public equity and fixed income markets, MFS Investment Management embraces ADR securities as part of its investment vehicles.

For equity investments, the firm is inclined towards both growth and value stocks across various company sizes, ranging from large-cap to small-cap. The firm measures its investment performance against several benchmarks, including the S&P 500 index, Russell indices, and MSCI indices, while fixed income investments are benchmarked against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. A unique combination of fundamental and quantitative analysis underscores their investment process, complemented by bottom-up stock picking and a robust, disciplined investment approach.

MFS Investment Management upholds a strong tradition of in-house research to inform its investment decisions.

Since its inception in 1969, headquartered in Boston, Massachusetts, MFS Investment Management has expanded its footprint with additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. It functions as a subsidiary of Sun Life Financial, Inc.