MFS INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 1982

Total AUM

$514B

Discretionary

$477B

93% of AUM

Avg account

$1.4B

Accounts

355

Employees

1,244

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 110045
Registered since: May 20, 1982
Website: www.mfs.com
Custodians: STATE STREET BANK AND TRUST COMPANY, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, SUMITOMO MITSUI TRUST BANK, JP MORGAN CHASE BANK, N.A. LONDON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Other
Client types: Investment Companies84.91%
Pooled Investment Vehicles13.77%
Pension & Profit Sharing Plans0.64%
Sovereign Wealth Funds0.48%
State / Municipal Government0.14%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MFS Investment Management is organized as a corporation and has been SEC-registered since 1982. The firm serves primarily institutional clients and is classified in the source data as a hedge fund while also performing portfolio management for investment companies, pooled investment vehicles and institutions. Its fee arrangements include percentage-of-AUM structures plus other fee types. The firm is described as an active ESG investor and maintains business activities consistent with commodity pool operator/commodity trading advisor (CPO/CTA) functions. Industry relationships noted in filings include affiliations with broker-dealers, trust and insurance companies, and sponsorship roles for pooled vehicles and limited partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities96%
US Government Bonds1%
Sovereign Bonds1%
Investment Grade Corp Bonds1%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Melissa Kennedy
Executive Vice President, Chief Legal Officer and Public AffairsCRD 7202237
EDWARD MALONEY
Chief Executive OfficerCRD 8034410
ROSA LICEA-MAILLOUX
Chief Compliance OfficerCRD 4817251