Risk management is critical to maintaining our client's confidence in our investment management, so 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 that 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 whereby we close strategies when we believe they are at capacity in order to protect long-term performance for our clients.

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 long term horizons made possible through robust research and diverse viewpoints to thoroughly vet securities and have the confidence to hold them long enough for our insights to play out in the market; sustainable investing whereby we favor ESG integration over a separate outcome and impacting business practices through engagement rather than screening out companies because we think this is the best way to invest client assets responsibly; continuity & succession planning that allows us to strategically develop investment talent and plan thoughtfully for the next generations in our leadership and investment teams.

Engage in the topic of active management and why active matters with insights from MFS experts