MFS Investment Management
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital, Hedge Funds
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Hong Kong, Japan, Australia, Singapore, China, India, Brazil, France, Italy, United Arab Emirates, Spain, Mexico, South Korea, Saudi Arabia, Netherlands, South Africa, Russia, Chile, Argentina
Industries Focus
- Financial Services
- Real Estate
- Infrastructure
- Insurance
- Asset Management
- Investment Management
- Mutual Funds
- Private Equity
- Pension Funds
- Charitable Organizations
- Sovereign Wealth Funds
- Crypto
- Venture Capital
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Distressed and Special Situations
- Fixed Income
- Collectibles & Art
Investment Size:
1,000,000 to 1,000,000,000 USD
Investor Details Founded: 1924
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.
Requirements
- 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
Contact
[Official Website Hidden]
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Portfolio Companies
- 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
- MFS International Value Fund
- MFS Municipal High Income Fund
- MFS Municipal Income Fund
- MFS New Discovery Fund
- MFS New England Municipal Fund
- MFS Research International Fund
- MFS Small Cap Growth Fund
- MFS Small Cap Value Fund
- MFS Total Return Fund
- MFS Utilities Fund
- MFS Value Fund
- MFS World Government Fund
- MFS World Equity Fund
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