July 24, 2017 5:40 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

President, CEO, Director, Chief Investment Officer, and Director of Global Research
Executive Chairman, Director, and Chairman of Board of Directors
Age: 53
Chief Financial Officer and Executive Vice President
Age: 52
Vice Chair and Executive Vice President
Age: 56
Vice President and Director of Corporate Communications
Compensation as of Fiscal Year 2017.

Massachusetts Financial Services Company Key Developments

Aberdeen Asset Managers Limited Replaces Massachusetts Financial Services Company as Sub-Adviser for Emerging Markets Equity Portfolio

Northwestern Mutual Series Fund Inc. (the “Series Fund”). announced changes involving the Emerging Markets Equity Portfolio (“Portfolio”). Northwestern Mutual Series Fund Inc.’s Board of Directors has approved the hiring of Aberdeen Asset Managers Limited (“Aberdeen”) to serve as sub-adviser to the Portfolio and, in conjunction with this, the Board has approved a new sub-advisory agreement between Aberdeen and Mason Street Advisors, LLC, the Portfolio’s investment adviser (“Mason Street Advisors”), on behalf of the Portfolio. Aberdeen replaced Massachusetts Financial Services Company as the Portfolio’s sub-adviser effective March 24, 2017. Mason Street Advisors will continue to serve as the Portfolio’s investment adviser.

MFS Investment Management Announces Executive Changes

MFS Investment Management named Pilar Gomez-Bravo director of the fixed-income department in Europe. She will also serve as a lead portfolio manager on the global aggregate suite of strategies, effective April 5, 2017. She will continue to serve as the lead portfolio manager for the global credit portfolios. The company named Joshua Marston director of the fixed-income department in North America. Marston will continue to serve as a portfolio manager for the U.S. aggregate suite, Canadian core plus, and U.S. long duration credit strategies as well. The company appointed London-based fixed-income analyst Lior Jassur as director of the fixed-income research department in Europe and Melissa Haskell the director of fixed-income research in North America. Haskell was previously the head of municipal credit research.

MFS Investment Management Announces Executive Appointments

MFS Investment Management announced that Pilar Gomez-Bravo has been named director of Fixed Income – Europe. She will oversee the Global Aggregate and Global Credit portfolio management teams. She will continue to serve as the lead portfolio manager for MFS' global credit portfolios. She will also serve as a lead portfolio manager on MFS' Global Aggregate suite of strategies, effective immediately. Joshua Marston has been named director of Fixed Income North America. He will oversee the Boston- and Toronto-based Aggregate, Government, and Securitized Debt portfolio management teams. Marston will continue to serve as a portfolio manager on MFS' US Aggregate suite, Canadian Core Plus, and US Long Duration Credit strategies as well. Lior Jassur has been named director of Fixed Income Research – Europe. He will report to Adams and will manage MFS' London-based fixed income research team. Melissa Haskell has been named director of Fixed Income Research – North America. She will report to Adams and oversee the US and Canadian fixed income research teams. Haskell was previously the head of Municipal Credit Research. Reporting to Haskell will be four new directors of research. Gerald Pendleton has been named director, Corporate Research, North America. David Cobey has been named director, High Yield Research. Jay Mitchell has been named director, Emerging Market Corporate Research. Megan Poplowski has been named director, Municipal Research. All four individuals were previously research analysts and each have more than 17 years of investment experience.

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