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February 13, 2016 8:36 AM ET

Capital Markets

Company Overview of Massachusetts Financial Services Company

Company Overview

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It primarily provides its services to investment companies. The firm also caters to pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, sovereign wealth separate account, and other investment advisers. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fix...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1969

Phone:

617-954-5000

Fax:

617-954-7891

Key Executives for Massachusetts Financial Services Company

Co-Chief Executive Officer, Chairman of the Board of Directors, Director, and Member of Management Committee
Age: 51
President, Co-Chief Executive Officer, Director, Chief Investment Officer, Director of Global Research, Portfolio Manager, and Member of Management Committee
Executive Vice President, Chief Financial Officer, and Member of Management Committee
Age: 50
Executive Vice President, Chief Operating Officer, and Member of Management Committee
Age: 54
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 63
Compensation as of Fiscal Year 2015.

Massachusetts Financial Services Company Key Developments

Sun Life Financial Asset Management Reports Earnings Results for the Fourth Quarter and Year Ended December 31, 2015

Sun Life Financial Asset Management reported earnings results for the fourth quarter and year ended December 31, 2015. For the quarter, operating net income and underlying net income was CAD 183 million against CAD 156 million last year. Reported net income was CAD 177 million against CAD 157 million last year. Gross sales were CAD 24.2 billion against CAD 23.3 billion last year. Net sales were negative at CAD 5.8 billion against negative at CAD 2.2 billion last year. The favorable impact of the weakening Canadian dollar in the fourth quarter of 2015 relative to average exchange rates in the fourth quarter of 2014 increased operating net income by CAD 27 million. Net income increased primarily due to the favorable impact of exchange rates. For the year, operating net income and underlying net income was CAD 700 million against CAD 616 million last year. Reported net income was CAD 691 million against CAD 491 million last year. Gross sales were CAD 100.5 billion against CAD 91.1 billion last year. Net sales were negative at CAD 19.0 billion against positive at CAD 1.2 billion last year. The favorable impact of the weakening Canadian dollar in 2015 relative to average exchange rates in 2014 increased operating net income by CAD 95 million.

MFS Investment Management Announces Unaudited Earnings Results for the First Quarter Ended March 31, 2015

MFS Investment Management announced unaudited earnings results for the first quarter ended March 31, 2015. For the quarter, the company reported net income was USD 148 million compared to USD 96 million in the first quarter of 2014. MFS had operating net income and underlying net income of USD 168 million compared to USD 147 million in the first quarter of 2014. The weakening of the Canadian dollar in the first quarter of 2015 relative to average exchange rates in the first quarter of 2014 increased operating net income by USD 19 million. Negative net sales were USD 0.2 billion against net sales of USD 3.7 billion a year ago. Gross sales were USD 22.8 billion compared to USD 22.4 billion a year ago.

Meridian Funds Presents at Morningstar Investment Conference, Jun-26-2015 10:40 AM

Meridian Funds Presents at Morningstar Investment Conference, Jun-26-2015 10:40 AM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Chad Meade.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
May 8, 2015
TDC A/S
 

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