Creating Value Responsibly
Actively aligned for better outcomes
For a century, we have aligned our active investment approach and the way we serve clients with a sole purpose: to create long-term value responsibly. That commitment started in 1924, when MFS launched the first US open-end mutual fund to give millions of everyday investors access to the markets. It continued through our growth to a full-service global investment management firm offering fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world. And it has never wavered. Our ability to create value responsibly thrives on collective expertise, risk management and long-term discipline.
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collective expertise
Collective expertise
We believe the collective expertise of our teams brings us to better investment decisions through:
Engagement with the companies we own to understand what could impact their long-term value and using our voting power to influence issues that matter.
Diversity & collaboration through teams of diverse thinkers who actively share and debate their unique perspectives to build conviction in our investment ideas.
Integrated research through a global platform that allows us to develop local market perspectives and drives uncompromised information sharing across sectors, geographies and asset classes.
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risk management
Risk management
To maintain our clients' confidence in our investment management, we navigate risk on their behalf through a process that includes:
A risk-aware culture where risk plays a central role in decision-making and everyone takes responsibility for assessing it.
Understanding material risk through our robust, integrated research which factors in ESG issues to help us see and mitigate risks we consider material to a company’s or issuer’s competitive advantage.
Capacity management where we close strategies when we believe they are at capacity, in order to help manage long-term performance for our clients.
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long-term discipline
Long-term discipline
Thinking long-term has always been part of our heritage because we believe it helps us pursue the outcomes our clients need. At MFS, long-term discipline takes:
Conviction and longer time horizons, made possible by robust research and the confidence to let our thesis play out.
Sustainability where we favor ESG integration and engagement over a separate outcome.
Continuity & succession planning to strategically develop talent and plan for our next generations of leadership and investment teams.
Collective expertise
We believe the collective expertise of our teams brings us to better investment decisions through:
Engagement with the companies we own to understand what could impact their long-term value and using our voting power to influence issues that matter.
Diversity & collaboration through teams of diverse thinkers who actively share and debate their unique perspectives to build conviction in our investment ideas.
Integrated research through a global platform that allows us to develop local market perspectives and drives uncompromised information sharing across sectors, geographies and asset classes.
Risk management
To maintain our clients' confidence in our investment management, we navigate risk on their behalf through a process that includes:
A risk-aware culture where risk plays a central role in decision-making and everyone takes responsibility for assessing it.
Understanding material risk through our robust, integrated research which factors in ESG issues to help us see and mitigate risks we consider material to a company’s or issuer’s competitive advantage.
Capacity management where we close strategies when we believe they are at capacity, in order to help manage long-term performance for our clients.
Long-term discipline
Thinking long-term has always been part of our heritage because we believe it helps us pursue the outcomes our clients need. At MFS, long-term discipline takes:
Conviction and longer time horizons, made possible by robust research and the confidence to let our thesis play out.
Sustainability where we favor ESG integration and engagement over a separate outcome.
Continuity & succession planning to strategically develop talent and plan for our next generations of leadership and investment teams.