MFS Investment Management

Firm Profile

Massachusetts Financial Services Company, commonly known as MFS Investment Management or MFS, has a history of money management dating back to 1924, when it created the fi rst open-end US mutual fund, Massachusetts Investors Trust (MIT). Along with its predecessor organizations, MFS has been registered as an investment advisor under the Investment Advisers Act of 1940 (the Advisers Act) since 1969. MFS began managing its fi rst tax-exempt account in 1970 and subsequently formed a separate subsidiary, MFS Institutional Advisors, Inc., which registered as an investment advisor under the Advisers Act in 1994.

MFS is a majority-owned subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., which in turn is an indirect majority owned subsidiary of Sun Life Financial, Inc. (a diversified financial services organization). MFS has been a subsidiary of Sun Life since 1982. While MFS operates with considerable autonomy, this partnership provides significant resources as we continue to expand our global research presence.

KEY CONTACTS
Ryan Mullen, (617) 954-6924, rmullen@mfs.com
Todd Leszcynski, (617) 954-7433, TLeszczynski@MFS.com

WEBSITE www.MFS.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million),
Large ($100 – $250 million), Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/16: $424B
As of 12/31/15: $412B
As of 6/30/15: $439B

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $53.5B
As of 12/31/15: $50.2B
As of 6/30/15: $54.0B

ASSET ALLOCATION FUNDS
MFS Lifetime

TOP 5 FUNDS BY DC ASSETS
MFS Value, 39.4B
MFS Mid Cap Value, 5.3B
MFS International Value, 26.2B
MFS International Equity, 7.6B
MFS Growth, 12.6B

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional,
plan benchmarking, target-date evaluation tools, training for DC plan
sales/service, investment committee meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 9/84

VIDEOS:

The Cost of Risk in Fixed Income Investments

 

The Cost of Volatility in DC Plans

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