2023 MFS Annual Sustainability Report

MFS seeks to integrate material sustainability factors into the investment decisions made across all the portfolios that we manage. This means that, in our fundamental research process, we take account of traditional indicators of financial performance, as well as environmental, social or governance factors that we believe will substantially affect the ongoing valuation of the company or issuer. From our perspective, environmental, social and governance considerations are jigsaw pieces of fundamental research and need to be integrated when material. We have crafted this report to underline our long-term, active mindset and to showcase our focus on sustainability. We hope this message resonates with you, and we look forward to serving our clients for another 100 years.