Sustainability
Sustainability in Action: Schneider Electric
A case study of company analysis in a decarbonizing world
Access Proxy Voting Records
How Sustainability Works at MFS
At MFS, sustainable investing encompasses the integration of ESG factors into our investment process as well as active ownership through proxy voting and engagement. Our investment team relies on fundamental research and a long-term perspective to select companies that can produce durable returns throughout an economic cycle. This approach further integrates all material factors — including ESG topics — into the investment decision-making process.
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All Angles
- Investment Professional
- Insights
- Sustainability
All Angles
All Angles | READ11 April 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
All Angles | READ19 March 2024AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
All Angles | READ21 December 2023Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
All Angles | LISTENApril 3, 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
In this episode of the All Angles podcast, Pooja Daftary sheds light on calculating the financial materiality of natural capital for companies and offers practical ways for investors to integrate natural capital into an investment strategy.All Angles | LISTENMarch 4, 2024AI Tipping Point: A Deep Dive into Semiconductors | Transcript
This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.All Angles | LISTENFebruary 6, 2024Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
In this episode of the All Angles podcast, Barnaby Wiener, Chief Sustainability Officer at MFS, discusses the changing landscape of sustainability and the challenges and opportunities for investors. Barnaby talks about the effect of polarization, how investors should think about impact and need to embrace complexity while being wary of simplicity. Barnaby also shares what makes him optimistic about the future.All Angles | LISTENDecember 12, 2023Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
Miss any episodes or want a reminder of the key sustainability insights from Season 2? Episode 7 of the All Angles podcast turns the tables, with host Vish Hindocha taking the guest seat and sharing his reflections on this season with George Beesley. Join them for a whistlestop tour of the previous six episodesAll Angles | LISTENSeptember 26, 2023DEI: Making it Personalized, Actionable and Transparent | Transcript
How can leaders effectively integrate DEI into their organizations? In Episode 6 of the All Angles podcast, MFS’ Chief Diversity Equity & Inclusion Officer Michelle Thompson-Dolberry shares her thoughts on meeting people where they are, building the process rather than checking the box and practical ways to apply DEI in the workplace.All Angles | LISTENJuly 20, 2023Governance Matters: Assessing Sustainability in Emerging Market Debt | Transcript
Do emerging and developed market bonds differ when it comes to evaluating sustainability? In Episode 5 of the All Angles podcast, Vish Hindocha and Mahesh Jayakumar discuss how they assess materiality when deciding whether or not to invest in a country’s bonds and share their empirical analysis of the impact of different factors on fixed income returns.All Angles | LISTENJune 5, 2023Grow the Pie: Finding a Win-Win for Investors and Society | Transcript
Do investors need to give up profits so companies can add societal value? Or is there a way to provide both? In Episode 4 of the All Angles podcast, Vish Hindocha and Alex Edmans explore ways to help both businesses and society, issues with comparing corporate sustainability metrics and whether ESG will end or go mainstream.All Angles | ListenMay 12, 2023Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
How will plastic reduction targets impact companies? And why should investors care about the loss of pollinators? In Episode 3 of the All Angles podcast, Vish Hindocha and Shari Friedman dig into the opportunities and challenges that companies and investors face from climate change, plastic pollution, biodiversity loss and water risks.All Angles | ListenApril 15, 2023Episode 2 - Go Long: Playing a Bigger Game | Transcript
Why should we all play a bigger game? And what does the future of capital allocation look like? In Episode 2 of the All Angles podcast, Vish Hindocha and Carol Geremia discuss the dangers of “long-term washing” and explore how investors can balance short-term accountability with creating value using a long-term mindset.All Angles | LISTENApril 3, 2023Culture Wars: Rising Above the Politicization of ESG | Transcript
How do we rescue ESG from the culture wars? And is it even worth saving? In Episode 1 of the All Angles podcast, Vish Hindocha and Bob Eccles delve into how sustainability became so supercharged and offer ways for the investment industry to move forward in the pursuit of value creation.
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Sustainability Insights
Sustainability Insights
General Insight | READ10 October 2023A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice.
General Insight | READ6 October 2023Linking Climate, Companies and Communities: A Framework for Evaluating the Just Transition
This paper examines the "just transition" concept, which we believe is becoming an increasingly important topic for investors as countries and companies are strengthening efforts to decarbonize, green their economies, and build resilience for the future.
General Insight | READ1 September 2023Is Engagement More Powerful Than Exclusion?
MFS Sustainable Investing experts explain why they believe engagement is more powerful than exclusion as a way to encourage long-term value creation and economic growth.
General Insight | READ25 August 20232022 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2022 calendar year.
General Insight | READ31 July 2023Governance Matters: Assessing Sustainability in Emerging Market Debt
This article delves into how we assess financial materiality, governance factors and return drivers in emerging market debt.
General Insight | READ13 June 2023Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
General Insight | READ1 January 2023MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
General Insight | READ15 December 2022Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
All Angles | LISTENDecember 12, 2023Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
Miss any episodes or want a reminder of the key sustainability insights from Season 2? Episode 7 of the All Angles podcast turns the tables, with host Vish Hindocha taking the guest seat and sharing his reflections on this season with George Beesley. Join them for a whistlestop tour of the previous six episodesAll Angles | LISTENSeptember 26, 2023DEI: Making it Personalized, Actionable and Transparent | Transcript
How can leaders effectively integrate DEI into their organizations? In Episode 6 of the All Angles podcast, MFS’ Chief Diversity Equity & Inclusion Officer Michelle Thompson-Dolberry shares her thoughts on meeting people where they are, building the process rather than checking the box and practical ways to apply DEI in the workplace.All Angles | LISTENJuly 20, 2023Governance Matters: Assessing Sustainability in Emerging Market Debt | Transcript
Do emerging and developed market bonds differ when it comes to evaluating sustainability? In Episode 5 of the All Angles podcast, Vish Hindocha and Mahesh Jayakumar discuss how they assess materiality when deciding whether or not to invest in a country’s bonds and share their empirical analysis of the impact of different factors on fixed income returns.All Angles | LISTENJune 5, 2023Grow the Pie: Finding a Win-Win for Investors and Society | Transcript
Do investors need to give up profits so companies can add societal value? Or is there a way to provide both? In Episode 4 of the All Angles podcast, Vish Hindocha and Alex Edmans explore ways to help both businesses and society, issues with comparing corporate sustainability metrics and whether ESG will end or go mainstream.All Angles | ListenMay 12, 2023Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
How will plastic reduction targets impact companies? And why should investors care about the loss of pollinators? In Episode 3 of the All Angles podcast, Vish Hindocha and Shari Friedman dig into the opportunities and challenges that companies and investors face from climate change, plastic pollution, biodiversity loss and water risks.All Angles | ListenApril 15, 2023Episode 2 - Go Long: Playing a Bigger Game | Transcript
Why should we all play a bigger game? And what does the future of capital allocation look like? In Episode 2 of the All Angles podcast, Vish Hindocha and Carol Geremia discuss the dangers of “long-term washing” and explore how investors can balance short-term accountability with creating value using a long-term mindset.All Angles | LISTENApril 3, 2023Culture Wars: Rising Above the Politicization of ESG | Transcript
How do we rescue ESG from the culture wars? And is it even worth saving? In Episode 1 of the All Angles podcast, Vish Hindocha and Bob Eccles delve into how sustainability became so supercharged and offer ways for the investment industry to move forward in the pursuit of value creation.General Insight | LISTENOctober 28, 2022Wrap Up: Five Key Ideas from Season One | Transcript
Join host Vishal Hindocha for the season finale episode of the MFS All Angles Sustainability podcast, featuring George Beesley, Senior Analyst - Sustainability Strategy Team. In this episode, Vishal and George close season one by reflecting back on their favorite themes and looking ahead to season two.General Insight | LISTENAugust 12, 2022Episode 7 - Asking Better Questions: Sustainability in Global Fixed Income | Transcript
How does connectivity help to make 2 + 2 = 5? In Episode 7 of the All Angles podcast, Vishal Hindocha and Pilar Gomez-Bravo explore how an holistic rather than specialized approach to ESG can help investors to uncover alpha. Plus, hear about the evolution of ESG in global fixed income and some the challenges still to overcome.General Insight | LISTENSeptember 21, 2022Episode 8 - Kindness Begets: The Power of Avoidance in Fixed Income | Transcript
Can fixed income investors influence the behavior of issuers? In Episode 8 of the All Angles podcast, Vish Hindocha and Mahesh Jayakumar discuss how bondholders hold power over corporates as well as sovereigns, and share the state of integrating ESG factors into the fixed income landscape.General Insight | LISTENJune 28, 2022Creating Value: Using a Scalpel Approach in ESG | Transcript
How best to analyze corporate sustainability plans? In Episode 6 of the All Angles podcast, Vishal Hindocha and Nevin Chitkara discuss why a 'scalpel' approach can help investors better analyze ESG factors and engage with companies. Plus, discover which governance issues are top of mind right now and how these issues differ around the world.General Insight | LISTENMay 23, 2022Stewardship: Influencing the Change towards Net Zero | Transcript
How can investors best influence positive, long-term change at companies? In Episode 5 of the All Angles podcast, Vishal Hindocha and Fran Jahn-Madell discuss the importance of active engagement, share why they're setting ambitious net zero targets and discuss the critical focus on measuring investment impact.General Insight | LISTENApril 28, 2022Valuing Nature: How Nature Impacts Capital Allocation | Transcript
Have we undervalued nature? In Episode 4 of the All Angles podcast, Vish Hindocha and Pooja Daftary explore the theme of natural capital. Join them as they delve into why investors are attempting to put a price on nature and how to analyze the investment risks and opportunities.General Insight | LISTENFebruary 1, 2022Avoid the Herd: Sustainable Investing in the Eyes of a Contrarian | Transcript
In this podcast, a fundamentally optimistic contrarian explains what it takes to be a deep value investor and how that influences her thinking on climate.
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Reports
Reports
General Insight | READ13 June 2023Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
General Insight | READ1 January 2023MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
General Insight | READ15 December 2022Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
Sustainable Investing Annual Report | READ30 April 20242023 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
Stewardship Report | Read18 March 2024MFS Stewardship Report: Fourth Quarter 2023
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 December 2023.
- Investment Professional
- Insights
- Sustainability
All Angles
Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
AI Tipping Point: A Deep Dive into Semiconductors | Transcript
Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
DEI: Making it Personalized, Actionable and Transparent | Transcript
Governance Matters: Assessing Sustainability in Emerging Market Debt | Transcript
Grow the Pie: Finding a Win-Win for Investors and Society | Transcript
Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
Episode 2 - Go Long: Playing a Bigger Game | Transcript
Culture Wars: Rising Above the Politicization of ESG | Transcript
Sustainability Insights
A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice.
Linking Climate, Companies and Communities: A Framework for Evaluating the Just Transition
This paper examines the "just transition" concept, which we believe is becoming an increasingly important topic for investors as countries and companies are strengthening efforts to decarbonize, green their economies, and build resilience for the future.
Is Engagement More Powerful Than Exclusion?
MFS Sustainable Investing experts explain why they believe engagement is more powerful than exclusion as a way to encourage long-term value creation and economic growth.
2022 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2022 calendar year.
Governance Matters: Assessing Sustainability in Emerging Market Debt
This article delves into how we assess financial materiality, governance factors and return drivers in emerging market debt.
Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
DEI: Making it Personalized, Actionable and Transparent | Transcript
Governance Matters: Assessing Sustainability in Emerging Market Debt | Transcript
Grow the Pie: Finding a Win-Win for Investors and Society | Transcript
Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
Episode 2 - Go Long: Playing a Bigger Game | Transcript
Culture Wars: Rising Above the Politicization of ESG | Transcript
Wrap Up: Five Key Ideas from Season One | Transcript
Episode 7 - Asking Better Questions: Sustainability in Global Fixed Income | Transcript
Episode 8 - Kindness Begets: The Power of Avoidance in Fixed Income | Transcript
Creating Value: Using a Scalpel Approach in ESG | Transcript
Stewardship: Influencing the Change towards Net Zero | Transcript
Valuing Nature: How Nature Impacts Capital Allocation | Transcript
Avoid the Herd: Sustainable Investing in the Eyes of a Contrarian | Transcript
Reports
Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
2023 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
MFS Stewardship Report: Fourth Quarter 2023
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 December 2023.