About MFS
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Who we are
Shaping financial futures: a century of global investment leadership
MFS is a global investment firm with a century-long legacy of creating long-term value responsibly. We pioneered the first U.S. open-end mutual fund, creating access to the public markets for everyday investors. Today, we have evolved into a full-service global firm, providing fixed income, equity, and quantitative solutions to financial advisors, intermediaries, and clients across the globe. Our decisions, resources, and actions are centered around our shared purpose – to create value responsibly for the clients and end investors we serve.
2,133 24 19 100 $600.9B EMPLOYEES WORLDWIDE OFFICES WORLDWIDE COUNTRIES WHERE WE WORK YEARS OF OPERATION ASSETS UNDER MANAGEMENT What we offer
We offer a complete selection of financial products and services to address investors’ varying needs over time — as well as the needs of the more than 100,000 investment professionals we work with every day.
US Mutual Funds
We manage more than 60 portfolios offering US, non-US, and global stock and fixed income mandates across the full risk spectrum for US retail and institutional investors.
Separately Managed Accounts
We offer a custom approach to wealth management designed for high-net-worth individuals. Our personalized approach ensures that your unique financial goals are met with precision.
Insurance Products
Our comprehensive investment services offer a wide range of options for insurance companies. Enhance your fixed and variable account strategies with our robust investment management capabilities, ideal for variable annuity, life, and group pension products.
Institutional Products
We offer institutional pooled and separate account portfolio management for institutional investors worldwide. We manage equity and fixed income assets for public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments and foundations, individual, multi-employer plans and investment advisory firms.
MFS Meridian Funds
Our Luxembourg-domiciled SICAV funds are available to individual and professional investors seeking access to global and regional equity or fixed income portfolios.
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our investment approach
Excellence in service of clientsServing our clients’ best interests has been the center of our investment approach since 1924. As active managers in the public markets, we view ourselves as stewards of capital in the truest sense: managing our clients’ assets with a deep sense of responsibility and understanding of what we own on their behalf.
Cultivated over a century, our approach helps us identify the best market opportunities, ensuring client assets are managed with a commitment to long-term value. Through deep, bottom-up research and strong relationships, we ensure every investment decision is well-founded. We do this by combining:
- Collective expertise
- Risk management
- Long-term discipline
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our history
Setting industry standards since 1924
Founded in 1924, MFS Investment Management marked the inception of the U.S. mutual fund industry — setting the stage for a series of industry firsts, including the establishment of one of the first in-house research departments in 1932 and the introduction of various innovative funds. For over a century, our clients have entrusted us with the unique privilege of positively impacting their futures. We do this by uncovering what we believe are the best long-term investment opportunities in the market — putting our assets to work responsibly.
Throughout our history, we have been at the forefront of the investment management sector, continuously expanding our global research capabilities, market presence and offerings to meet the evolving needs of investors.
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Working at MFS
Working at MFS
At MFS, our success is driven by the commitment and talent of our people. We ensure that every voice is heard, leveraging diverse perspectives for stronger decision-making. Our culture fosters deep connections, encourages employees to forge meaningful relationships, participate in mentorship, and support one another. Here, every individual belongs to a workplace that values intellectual curiosity, inclusion and collaboration in a profound way.
Shaping financial futures: a century of global investment leadership
MFS is a global investment firm with a century-long legacy of creating long-term value responsibly. We pioneered the first U.S. open-end mutual fund, creating access to the public markets for everyday investors. Today, we have evolved into a full-service global firm, providing fixed income, equity, and quantitative solutions to financial advisors, intermediaries, and clients across the globe. Our decisions, resources, and actions are centered around our shared purpose – to create value responsibly for the clients and end investors we serve.
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| 2,133 | 24 | 19 | 100 | $600.9B |
| EMPLOYEES WORLDWIDE | OFFICES WORLDWIDE | COUNTRIES WHERE WE WORK | YEARS OF OPERATION | ASSETS UNDER MANAGEMENT |
What we offer
We offer a complete selection of financial products and services to address investors’ varying needs over time — as well as the needs of the more than 100,000 investment professionals we work with every day.
US Mutual Funds
We manage more than 60 portfolios offering US, non-US, and global stock and fixed income mandates across the full risk spectrum for US retail and institutional investors.
Separately Managed Accounts
We offer a custom approach to wealth management designed for high-net-worth individuals. Our personalized approach ensures that your unique financial goals are met with precision.
Insurance Products
Our comprehensive investment services offer a wide range of options for insurance companies. Enhance your fixed and variable account strategies with our robust investment management capabilities, ideal for variable annuity, life, and group pension products.
Institutional Products
We offer institutional pooled and separate account portfolio management for institutional investors worldwide. We manage equity and fixed income assets for public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments and foundations, individual, multi-employer plans and investment advisory firms.
MFS Meridian Funds
Our Luxembourg-domiciled SICAV funds are available to individual and professional investors seeking access to global and regional equity or fixed income portfolios.
Excellence in service of clients
Serving our clients’ best interests has been the center of our investment approach since 1924. As active managers in the public markets, we view ourselves as stewards of capital in the truest sense: managing our clients’ assets with a deep sense of responsibility and understanding of what we own on their behalf.
Cultivated over a century, our approach helps us identify the best market opportunities, ensuring client assets are managed with a commitment to long-term value. Through deep, bottom-up research and strong relationships, we ensure every investment decision is well-founded. We do this by combining:
- Collective expertise
- Risk management
- Long-term discipline
Setting industry standards since 1924
Founded in 1924, MFS Investment Management marked the inception of the U.S. mutual fund industry — setting the stage for a series of industry firsts, including the establishment of one of the first in-house research departments in 1932 and the introduction of various innovative funds. For over a century, our clients have entrusted us with the unique privilege of positively impacting their futures. We do this by uncovering what we believe are the best long-term investment opportunities in the market — putting our assets to work responsibly.
Throughout our history, we have been at the forefront of the investment management sector, continuously expanding our global research capabilities, market presence and offerings to meet the evolving needs of investors.
Working at MFS
Collective expertise
Our approach is grounded in a focus on what truly matters: the fundamentals. We conduct deep, bottom-up research and build constructive relationships with our companies over time in order to ensure that all of our investment decisions are made with a deep understanding of what we own.
Fundamentals first
Our approach is grounded in a focus on what truly matters: the fundamentals. We conduct deep, bottom-up research and build constructive relationships with our companies over time in order to ensure that all of our investment decisions are made with a deep understanding of what we own.
Risk Management
The potential to recognize material risks and opportunities while managing long-term performance for clients.
Long-Term Discipline
Conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes.
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COLLECTIVE EXPERTISE
Teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration |
US Retail
ITALY |
UK $300m |
SWITZERLAND/ AUSTRIA $350m |
GERMANY $200m |
FRANCE $100m |
IBERIA $800m |
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EURO CREDIT |
AMUNDI, UNICREDIT MEDIOBANCA GROUP |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL CREDIT |
FINECO, AMUNDI, UNICREDIT |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL OPPORTUNISTIC |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
EMD |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL HY |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
MIL Americas
ITALY |
UK $300m |
SWITZERLAND/ AUSTRIA $350m |
GERMANY $200m |
FRANCE $100m |
IBERIA $800m |
|
EURO CREDIT |
AMUNDI, UNICREDIT MEDIOBANCA GROUP |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL CREDIT |
FINECO, AMUNDI, UNICREDIT |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL OPPORTUNISTIC |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
EMD |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL HY |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
Global Institutional
ITALY |
UK $300m |
SWITZERLAND/ AUSTRIA $350m |
GERMANY $200m |
FRANCE $100m |
IBERIA $800m |
|
EURO CREDIT |
AMUNDI, UNICREDIT MEDIOBANCA GROUP |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL CREDIT |
FINECO, AMUNDI, UNICREDIT |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL OPPORTUNISTIC |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
EMD |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
GLOBAL HY |
AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT | AMUNDI, UNICREDIT |
Fundamentals first
Our approach is grounded in a focus on what truly matters: the fundamentals. We conduct deep, bottom-up research and build constructive relationships with our companies over time in order to ensure that all of our investment decisions are made with a deep understanding of what we own.
Core values
We believe our five core values are central to achieving our purpose and building more secure and prosperous futures for the millions of people and institutions who rely on us to reach their financial goals.
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We collaborate across departments and regions, leveraging diverse perspectives to reach better outcomes. |
We act with purpose and authenticity, stay true to our beliefs and have the courage to go against the grain. |
We hold ourselves to high standards, assume accountability and believe intellectual curiosity is essential to strengthening our expertise. |
We have an unwavering commitment to acting in the best interest of clients and showing respect and compassion for our community and each other. |
We appreciate what makes each of us unique and promote a collaborative culture where everyone feels heard, valued and included. |
