James T. Swanson

James T. Swanson

Chief Investment Strategist

  • 43

    YEARS WITH INDUSTRY

  • 32

    YEARS WITH MFS

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BACKGROUND

Overview

Overview

James Swanson, CFA, is an investment officer and chief investment strategist of MFS Investment Management® (MFS®). He is also a fixed income portfolio manager for the MFS Diversified Income Fund, the MFS Managed Wealth Fund and a specialist in multi-asset and asset allocation strategies.

James offers his insights and perspective on the markets and the economy to MFS clients around the world through in-person meetings, his Strategist's Corner online column and a blog launched in 2011. He is a frequent guest commentator on the markets on CNBC, Fox Business and Bloomberg Television and is often quoted in leading national and financial publications, including the Wall Street Journal, the New York Times, the Los Angeles Times and Investor's Business Daily. James joined MFS in 1985. He was named fixed income strategist in 2001 and chief investment strategist in 2004.

He is a graduate of Colgate University and the Harvard Business School. James holds the Chartered Financial Analyst designation.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Education

Education

Colgate University, Bachelor of Arts, Phi Beta Kappa; Harvard University, Master of Business Administration

Board Membership

Board Membership

MFS Fixed Income Strategy Group, Risk Opportunities Groups

Email Leadership@mfs.com
Address BOSTON
Phone 1-800-637-8255
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