Massachusetts Financial Services Company

MFS Investment Management, operating under the legal name Massachusetts Financial Services Company, is a global investment manager headquartered in Boston, Massachusetts. Founded in 1924, the firm is recognized for pioneering the mutual fund in the United States, with its mission centered on creating long-term value responsibly for its clients.

The company provides a diverse range of investment solutions, including mutual funds, exchange-traded funds (ETFs), fixed income, equity, quantitative solutions, variable insurance portfolios, separately managed accounts, and closed-end funds. MFS serves a global client base comprising financial advisors, intermediaries, and institutional clients, managing approximately $622.2 billion in assets as of March 31, 2026.

MFS Investment Management maintains a leadership team that includes Ted Maloney as CEO, Carol Geremia as President, and Michael Roberge as Chairman. In recent developments, MFS launched its first actively managed ETF products in late 2024 and early 2025, expanding its offerings to include nine active ETFs. The firm also announced in December 2025 and May 2026 plans to transfer the management of several closed-end funds to Aberdeen Investments. MFS operates as a private subsidiary of Sun Life Financial.