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Investment Firm
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 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 manages separate client-focused equity, fixed income, and balanced portfolios. It also 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 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. It benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. The firm benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. It employs a combination of fundamental and quantitative analysis with a bottom-up stock picking and a disciplined investment approach. The firm conducts in-house research to make its investments. It was founded in 1969 and is based in Boston, Massachusetts with additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company operates as a subsidiary of Sun Life Financial, Inc.
Highlights
1924
Venture Capital
1001-5000
5
1
2
Seed
Venture Capital
Location
United States, North America
Contact Information
Social
Profile Resume
MFS Investment Management, established in 1924 and headquartered in United States, North America., specializes in Seed investments across Financial Services, Trading Platform, Collaborative Consumption, FinTech, Crowdfunding, Asset Management, Real Estate Investment, Finance, Wealth Management, Retirement. The organization boasts a portfolio of 5 investments, with an average round size of $46.9M and 2 successful exits. Their recent investments include Luminex Trading & Analytics, BlackRock, Fidelity, Capital Group, T. Rowe Price. The highest investment round they participated in was $20.3B. Among their most notable exits are Luminex Trading & Analytics and BlackRock. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Investment portfolio
5
0
1
2
Investments
5
Annouced Date | Organization Name | Industry | Money Raised |
---|---|---|---|
Jun 19, 2018 | HCT Group | Communities | 23.4M |
Aug 02, 2021 | CCC Intelligent Solutions | Information Technology | 150.0M |
Jan 26, 2022 | FloatPays | Software | 4.0M |
Jul 18, 2023 | Aviwell | Biotechnology | 10.1M |
Exits
2
Funding Timeline
5
0
0
Funding Rounds
5
MFS Investment Management has raised 5 rounds. Their latest funding was raised on Jul 18, 2023 from a Seed Round - Aviwell round.
Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
---|---|---|---|---|
Jun 19, 2018 | Debt Financing - HCT Group | - | 23.4M | - |
Aug 02, 2021 | Post-IPO Equity - CCC Intelligent Solutions | - | 150.0M | - |
Jan 26, 2022 | Seed Round - FloatPays | - | 4.0M | - |
Jul 18, 2023 | Seed Round - Aviwell | - | 10.1M | - |
Investors
0
There is no funding round available on this profile
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
Annouced Date | Fund Name | Money Raised |
---|---|---|
May 10, 2013 | OTPPLESS | 1.0M |
May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
Recent Activity
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