MFS Investment Management

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college

Business Model:

Revenue: $601.9M

Employees: 1,001-5,000

Rankings

Detailed MFS Investment Management Information

Geographic Data

MFS Investment Management headquarters map

Address: 111 Huntington Avenue

City: Boston

State: MA

Zip: 02199

Country: US

Financial Info

Stage:

Raised Last:

$0

Raised Total:

$0

Metrics

305,961Website Global Rank

195,636Website Monthly Traffic

Twitter Followers

Description

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It provides its services 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 pension plans, corporate pension plans, bank trust clients, insurance companies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. It benchmarks the performance of its investments against the S&a;P 500 index, the various Russell indices, and the various MSCI indices. The firm benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. It employs a combination of fundamental and quantitative analysis with a bottom-up stock picking and a disciplined investment approach. The firm conducts in-house research to make its investments. It was founded in 1969 and is based in Boston, Massachusetts with additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company operates as a subsidiary of Sun Life Financial, Inc.

Contact Phone:
+16179545000

Contact Email:

Announced Date Company Transaction Money Raised
1/2015 Luminex Trading &a; Analytics Venture Round -
8/2021 CCC Information Services Post-IPO Equity 150M
1/2022 FloatPays Seed Round 0
6/2018 HCT Group Debt Financing 0
1/2022 FloatPays Seed Round 0
8/2021 CCC Information Services Post-IPO Equity 0
6/2018 HCT Group Debt Financing 0
1/2015 Luminex Trading &a; Analytics Venture Round -
Name Price
Name Size Announced Date

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