With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
It is not possible to invest in an index. MFS ® does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. No forecasts can be guaranteed. Past performance is not a …
Alison O’Neill will become the firm’s chief investment officer, effective January 1, 2025. She will succeed Ted Maloney, the firm’s current CIO, who, as announced in December 2023, will become the firm’s new CEO, at that time.
Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.
Dec 5, 2024 · Jed Stocks, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended research, low volatility and …
It continued through our growth to a full-service global investment management firm offering fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world.
I’m writing to inform you of an upcoming organizational change at MFS®. On January 1, 2025, I will move out of my role as CEO of MFS and assume the position of executive chair. At that time, Ted Maloney, chief investment officer of MFS, will become the firm’s CEO.