January 30, 2015 8:33 AM ET

Capital Markets

Company Overview of Massachusetts Financial Services Company

Company Overview

Massachusetts Financial Services Company also known as MFS Investment Management is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It provides its services to pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, and sovereign wealth funds. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It primarily invests in growth and value stocks of small-cap, mi...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1969





Key Executives for Massachusetts Financial Services Company

Age: 50
Executive Vice President and Chief Financial Officer
Age: 49
Executive Vice President and Chief Operating Officer
Age: 53
Age: 62
Compensation as of Fiscal Year 2014.

Massachusetts Financial Services Company Key Developments

Massachusetts Financial Services Company Presents at Haymarket Media Limited 6th Annual Southeast Asia Institutional Investment Forum, Dec-03-2014

Massachusetts Financial Services Company Presents at Haymarket Media Limited 6th Annual Southeast Asia Institutional Investment Forum, Dec-03-2014 . Venue: The Westin Singapore, 12 Marina View, Asia Square Tower 2, Singapore 01896110, Singapore. Speakers: Sanjay Natarajan, Investment Officer and Institutional Equity Portfolio Manager.

MFS Investment Management Names Madeline Forrester as Head of UK Institutional Business

MFS Investment Management announced that Madeline Forrester has been appointed as head of Institutional Business in the UK, with effect from 1 October 2014. Forrester will be based in London and manage the London-based UK institutional team and work with pension funds, insurers and consultants throughout the UK. She will also be part of the global DC strategy team. Forrester will report to David Mace, senior managing director, EMEA with MFS Institutional Advisors Inc. Previously, Forrester worked at AXA Investment Managers, where she oversaw AXA's UK institutional business. Before that she spent 16 years with Threadneedle Investments where she served in a number of roles, including head of Global Institutional Business. Forrester is also a council member of the Pensions Policy Institute and currently chair of the DC Investment Forum.

MFS Investment Management Announces Executive Changes

MFS Investment Management(R) (MFS(R)) announced that Michael Roberge, MFS President and Chief Investment Officer, has been promoted to Co-CEO, effective January 1, 2015. Roberge will share management responsibilities with Robert Manning, MFS Chairman and Chief Executive Officer since 2004. Roberge will also continue to serve as Chief Investment Officer for MFS. Appointing Co-Chief Executive Officers will allow MFS to build out its leadership team and give Manning the opportunity to focus on the firm's overall strategic direction, working closely with MFS' clients and intermediaries around the world. In order to allow Roberge to focus on his new leadership role, MFS will transition some of his investment oversight responsibilities to two new group CIOs. Kevin Beatty, Director of Equity, North America, will be promoted to Chief Investment Officer, Global Equity, and William (Bill) Adams, MFS Director of Fixed Income will be promoted to Chief Investment Officer, Global Fixed Income. Both Beatty and Adams will report to Roberge.

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