MFS Investment Management
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital
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, Hong Kong, Japan, Australia, Singapore, Brazil, Mexico
Industries Focus
- Financial Services
- Insurance
- Pension Funds
- Charitable Organizations
- Sovereign Wealth Funds
Investor Details Founded: 1924
MFS Investment Management, founded in 1924, is a global investment manager headquartered in Boston, Massachusetts. The firm is renowned for creating the first-ever mutual fund, the Massachusetts Investors Trust, which remains operational today. As of September 30, 2024, MFS managed approximately $645.3 billion in assets, serving a diverse clientele that includes investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and sovereign wealth funds. MFS offers a comprehensive range of investment services, including both discretionary and non-discretionary portfolio management. The firm's investment approach is characterized by integrated research, global collaboration, and active risk management, aiming to deliver sustainable investment solutions. With a global presence, MFS operates investment offices in major financial centers such as Tokyo, Sydney, São Paulo, London, Mexico City, Toronto, Hong Kong, and Singapore, employing over 1,900 professionals worldwide. The firm is a subsidiary of Sun Life Financial, a leading international financial services organization.
Requirements
- Minimum investable assets of $50 million for separate accounts