| Massachusetts Financial Services Company |  | Massachusetts Financial Services Company was founded in 1969 and is based in Boston, Massachusetts. It has additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company is a privately owned investment manager. The firm is conducts business as MFS Investment Management, Inc. The firm provides retirement planning, college planning, and education and planning services. It also manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It provides its services to investment companies, pension and profit sharing plans, corporations, pooled investment vehicles, state and municipal government entities, high net worth individuals, trusts, Taft-Hartley plans, institutions, public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. The firm benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. It benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. | | Visit Website | | Office Address | 500 Boylston Street,
Boston, MA, 02116 USA | | Phone | (617) 954-5000 | | Fax | (617) 954-6620 | | Executives | Robert C. (Bob) Pozen, Chairman | | Robert J. (Rob) Manning, CEO | | Michael W. Roberge, President |
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