MFS Investment Management
About
MFS Investment Management is a Boston-based global asset manager with a claim to a major piece of financial history: in 1924 it launched the first U.S. open-end mutual fund, opening the markets to everyday investors. Since then it has grown into a full-service investment firm offering fixed income, equity and quantitative strategies to financial advisors, intermediaries and institutional clients around the world, guided by a stated purpose of creating long-term value responsibly.
The firm’s approach is built on active management, collective expertise, risk management and long-term discipline. Its analysts share research across a global platform spanning sectors, regions and asset classes, and diverse teams debate ideas to build conviction. MFS engages with the companies it owns and uses its voting power on issues it considers material. It favors integrating ESG factors into research rather than offering them as a separate product.
What to Know
- MFS stands for Massachusetts Financial Services.
- The firm closes strategies to new money when it believes they have reached capacity.
- Succession planning is a deliberate part of how it develops leaders and investment teams.
- It is a member of the Greater Boston Chamber of Commerce.
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