MFS launches five actively managed ETFs, bringing capabilities honed over a century of investing to the burgeoning active ETF market
Announcements
MFS' corporate news, including information on new or enhanced products and services.
As of 30 June 2025, current co-portfolio manager of the Fund, James Neale, will be retiring from MFS and relinquishing his portfolio management responsibilities. Effective 30 June 2025, Florence Taj will serve as the portfolio manager for the MFS Meridian Funds – U.K. Equity Fund.
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Effective 1 January 2025, Matthew Scholder and David Falco, two well respected and experienced investors, will become co-chief investment officers of Equity.
Effective August 1, 2024, Jake Stone will join Erik Weisman and Geoff Schechter on the portfolio management team of the MFS Inflation-Adjusted Bond Fund.
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.
Announcement that Ted Maloney, current CIO, will succeed Mike Roberge as CEO of the firm, effective January 1, 2025. Mike will remain at MFS as executive chair.
It is important to understand the escheatment process because it may impact your assets.