Clients We Serve
MFS Institutional Advisors, Inc., (MFSI) is the global institutional subsidiary of MFS Investment Management dedicated to providing investment management to institutional clients worldwide.
MFSI brings to our clients a world of investment opportunity through the global research platform and investment expertise of MFS Investment Management. At the same time, we are able to provide our clients dedicated institutional relationship management and client service through 11 institutional offices worldwide. We are committed to supporting our institutional business with the highest level of global resources tailored to the unique local requirements of institutional clients.
MFS invests on behalf of over 600 institutional clients around the globe representing over US$187.6 billion in client assets. We offer tailored investment strategies to a full spectrum of institutional client types. (Figures as of 9/30/19.)
Who we serve:
- Consultants
- Corporations
- Endowments and Foundations/Not-for-Profits
- Insurance Companies
- Public Plans
- Taft–Hartley/Multi-Employer Plans
- Subadvisory
Christopher (Topher) Callahan
Head of Institutional Sales and Consultant Relations
+1-617-954-6010
ccallahan@mfs.com
Illustrates the varied risk-return profiles and sector and factor exposures that growth and value style strategies can bring to the overall equity allocation
Thought Leadership
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
Macro Talking Points - Week of 15 April 2024
Global fixed income market analysis through a macroeconomic lens.
The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Macro Talking Points - Week of 4 March 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Under the Spotlight: Three Key Themes for 2024
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.
Fixed Income Investing in US Recessions
We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.
Thriving Amid Change | Transcript
An Active Approach to Investing in Taxable Municipal Bonds
We examine the strategic case for investing in the taxable municipal bond asset class and present the argument for active investment to seek alpha. We also review why we think it is currently an attractive time to consider an allocation to the taxable municipal market.
Finding a Sweet Spot for Local Emerging Market Debt
We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.
Active Management in Fixed Income: Opportunities, Risks and Investment Approach | Transcript
Top Risks and Opportunities Beyond the Headlines | Transcript
Dude, Where's My Recession?
MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.
Dude, Where's My Recession?
MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
In this era of volatility, what are the implications for asset allocation and what risk and opportunities sit beyond the headlines? In partnership with Eurasia Group, a geopolitical risk firm that helps clients understand and navigate the changing global landscape, MFS uncovers the major implications on emerging technologies and energy transition.
Exploring the Commercial Application of Artificial Intelligence
Like other technological advancements, artificial intelligence will almost certainly disrupt many companies, and perhaps entire industries, but how? We share our perspective on AI and its potential impact on the real economy and existing business models.
The Big Mac on Macro Regimes: The Market Paradigm Shift
The prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.
Fixed Income Capacity Management: Striving to Preserve Alpha Generation for Clients
Capacity management is a key component of a client-centric philosophy and an active management approach to fixed income portfolios.
The Renaissance of Active Management
MFS CEO Mike Roberge discusses the shifting dynamics of today's marketplace and how active managers are positioned to tune out the short-term noise and identify those things that drive long-term value.
The Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
EM Local Debt: The Stars May Soon Be Aligning
Emerging market local debt is a cyclical asset class, where each cycle is generally characterized by four stages. As we approach the fourth stage, we believe that local debt could become an attractive option for investors.
2023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.
A New Paradigm for Institutional Investing
Kim Hyland, Head of Global Institutional Relationship Management, and Rob Almeida, Global Investment Strategist, examine current trends affecting institutional investors and explain why the environment ahead will be fundamentally different than the past couple of decades.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.