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Robert M. Almeida, Jr.

Investment Officer

Robert M. Almeida Jr. is an investment officer and institutional portfolio manager at MFS Investment Management (MFS). He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also serves as a portfolio manager on an alternative strategy run by a committee of MFS portfolio managers. 

Rob joined MFS in 1999 and most recently served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. Before joining the firm in 1999, he worked at Putnam Investments, focusing on the firm's efforts in Japan. 

Rob is a graduate of the University of Massachusetts at Amherst, and earned his Master of Science degree in Finance from the Sawyer School of Management at Suffolk University.

December 1, 2016

by Robert M. Almeida, Jr., Investment Officer

The S-curve, which shows the growth trajectory of a company creating a new product or even a new industry can be an ally or enemy for investors. Find such a company toward the front end of the S curve and you could potentially own the stock through its explosive growth period. Invest at the top of the S curve, and you've missed much of the growth.  It's at that point – when most of their growth is behind them – that many companies graduate to the larger stock indexes. Skilled active managers try to find these companies much earlier on in the curve, with an eye toward tapping greater growth potential.

by Robert M. Almeida, Jr., Investment Officer

The S-curve, which shows the growth trajectory of a company creating a new product or even a new industry can be an ally or enemy for investors. Find such a company toward the front end of the S curve and you could potentially own the stock through its explosive growth period. Invest at the top of the S curve, and you've missed much of the growth.  It's at that point – when most of their growth is behind them – that many companies graduate to the larger stock indexes. Skilled active managers try to find these companies much earlier on in the curve, with an eye toward tapping greater growth potential.

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Ryan E. Mullen, CIMA, ARPC

Senior Managing Director

Ryan E. Mullen, CIMA, ARPC, is a senior managing director and head of sales and national accounts for the Investment Specialist Group (ISG) at MFS Investment Management® (MFS®). Ryan's teams are responsible for MFS' distribution efforts in five key channels: defined contribution investments, variable insurance, managed accounts, private banks and registered investment advisors. 

Ryan has over 20 years of experience in the financial services industry and assumed his current position in 2006. He joined MFS in 1992 as a customer service representative and later served on the inbound marketing and insurance products sales desks. He joined the firm's wholesaling team in 1996 in the Financial Advisors Division, became divisional vice president for ISG in 2000 and was named a senior divisional vice president in 2004. 

Ryan is a graduate of Hobart College, where he earned a bachelor's degree in economics and a double minor in political science and religious studies.  He holds the Certified Investment Management Analyst (CIMA) and Accredited Retirement Plan Consultant (ARPC) designations.

May 26, 2015

by Ryan E. Mullen, CIMA, ARPC, Senior Managing Director

Check the headlines of many news and industry trade publications lately, and there is a lot of buzz about fiduciary responsibility as it relates to retirement plan participants.  While acting in the best interest of participants is an ongoing commitment for plan sponsors, it never hurts to make sure they're honoring it.

Taking a big step back and looking holistically at risk is a good place to start. It's important to assess and prepare for a range of potential investment risks, rather than focusing only on what the prevailing market brings to bear. It's easy to get myopic when a particular risk is front and center. In the present environment of ultra-low interest rates which will no doubt head back up at some point, interest rate risk is certainly top of mind.

by Ryan E. Mullen, CIMA, ARPC, Senior Managing Director

Check the headlines of many news and industry trade publications lately, and there is a lot of buzz about fiduciary responsibility as it relates to retirement plan participants.  While acting in the best interest of participants is an ongoing commitment for plan sponsors, it never hurts to make sure they're honoring it.

Taking a big step back and looking holistically at risk is a good place to start. It's important to assess and prepare for a range of potential investment risks, rather than focusing only on what the prevailing market brings to bear. It's easy to get myopic when a particular risk is front and center. In the present environment of ultra-low interest rates which will no doubt head back up at some point, interest rate risk is certainly top of mind.