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Monday, September 21, 2026The Morning Brief →Sign in
asset manager

MFS Investment Management

BOSTON, MA
CRD: 110045
In PWD coverage since September 1, 2026 · 3 stories
$514BRegulatory AUMSEC Form ADV · Sep 18
1,244EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Sep 4 – Sep 18
Deal recordFull tracker →
Sep 9, 26Fund launchMFS Active Short Duration Income ETF — coverage
Sep 9, 26Fund launchMFS Active Short Muni Bond ETF — coverage
Sep 9, 26Fund launch — coverage
PWD coverage
investments

Active management's DC case now runs through the shelf

MFS's Jeri Savage says concentration has reopened the active-passive question in 401(k) lineups; the recordkeepers who build the defaults will settle it.
launches · Sep 10MFS puts two short-duration ETFs at one fee
Moves · Sep 1AssetMark hires a Russell CMO as the platform fight turns to messaging
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