Америкалық MFS инвестициялық басқару компаниясы

American based global investment manager

MFS Investment Management (MFS) is an American based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MFS had $528.4 billion in assets under management as of January 31, 2020.

The company was founded in 1924 by Sherman Adams, Charles H. Learoyd and Ashton L. Carr. L. The company's oldest fund is the Massachusetts Investors Trust, a mutual fund created with $50,000 at the company's inception and reported to be "the world's first open end investment fund". During the early 2000s, MFS and five other mutual fund companies in the Boston area were investigated by Massachusetts and New Hampshire regulators. That same year, the Securities and Exchange Commission alleged that MFS made "false and misleading" statements in its fund prospectus about its policy on market trading and market timing. MFS paid $350 million to settle state and federal fraud charges. MFS appointed Robert Pozen as non executive chairman from 2004 to 2010. MFS then implemented a set of company reforms to inform investors about fees, keep fund boards independent and create deterrents to market timing. These changes were intended to address the concerns of regulators and lawmakers and were praised by fund industry analysts and consumer advocates. These reforms ended the "soft dollar" arrangements which allowed the swapping of brokerage commissions for market research and data. From 2010 to 2020, assets under management grew from $253 billion to $528.4 billion.