
MFS Investment Management
Retirement planning, college.
MFS Investment Management is a global asset management firm with a history dating back to 1924. The firm is credited with creating the first mutual fund, the Massachusetts Investors Trust, which is still in operation. A subsidiary of Canada-based Sun Life Financial, MFS operates as an active, global asset manager, offering a range of investment products including mutual funds and active ETFs.
The firm serves a diverse client base that includes individual investors, financial advisors, and institutional clients. MFS's business model is centered on a collaborative and active approach to investment management, aiming to generate long-term value for its clients. As of May 2025, the company had $619.6 billion in assets under management.
Keywords: asset management, mutual funds, active ETFs, investment management, global, institutional investors, financial advisors, portfolio management, Sun Life Financial, long-term value