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surpassing

FIXED INCOME INSIGHT: A HUMAN TOUCH, AN ACTIVE SKILL

Transcript

Our Investing Approach

  • Continuity: Time is an Asset
  • Collective Expertise: Insight to Advantage
  • Client Alignment: Focused on Outcomes
  • Risk Management: Seeing all Angles

Continuity: Time is an Asset

Harnessing the Value of Time

Harnessing the Value of Time

Taking a long-term perspective on investment opportunities, staying true to our convictions and thoughtfully developing and maintaining our expertise gives clients confidence that we are committed to serving their needs over time.

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5639709183001_5605686506001-vs.jpg?pubId=3623811476001&videoId=5605686506001 Transcript

Collective Expertise: Insight to Advantage

The strongest idea over the strongest individual

The strongest idea over the strongest individual

We not only encourage diversity of thought, we insist on it, but vet all input thoughtfully, together. Good investment ideas become great decisions when they can stand the test of active debate. 

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634563406001_5605692965001-vs.jpg?pubId=3623811476001&videoId=5605692965001 Transcript

Client Alignment: Focused on Outcomes

Aligned for Successful Investment Outcomes

Aligned for Successful Investment Outcomes

By aligning our investment beliefs, skill set and process toward improving outcomes, we can help investors tap the opportunities available through active investment management. 

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634575885001_5605670775001-vs.jpg?pubId=3623811476001&videoId=5605670775001 Transcript

Risk Management: Seeing all Angles

Risk is an active decision

Risk is an active decision

Taking risk is part of active security selection, so we need to understand it from multiple angles. We aim to choose risk where we believe we have the greatest active skill, with an eye toward pursuing the best risk-adjusted investment returns.

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5637182688001_5605686507001-vs.jpg?pubId=3623811476001&videoId=5605686507001 Transcript

Our Investing Capabilities

  • Equity
  • Fixed Income
  • Blended Research
  • Multi-Asset
  • Retirement Solutions

Equity

FUNDAMENTAL, ACTIVE, RESEARCH-DRIVEN

FUNDAMENTAL, ACTIVE, RESEARCH-DRIVEN

By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets.

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5651292177001_4124396605001-vs.jpg?pubId=3623811476001&videoId=4124396605001 Transcript

Fixed Income

TOTAL RETURN FOCUSED, CREDIT ORIENTED

TOTAL RETURN FOCUSED, CREDIT ORIENTED

Our long term investment approach plays to our strengths in fundamental research and global collaboration

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5644769828001_5536515401001-vs.jpg?pubId=3623811476001&videoId=5536515401001 Transcript

Blended Research

RISK AWARE AND OUTCOME ORIENTED

RISK AWARE AND OUTCOME ORIENTED

MFS Blended Research is an approach to active equity management that combines our fundamental research expertise with highly systematic quantitative research. It is geared toward investors seeking investment outcomes to address certain needs.

Multi-Asset

GOAL-ORIENTED, DIVERSIFIED AND DISCIPLINED

GOAL-ORIENTED, DIVERSIFIED AND DISCIPLINED

Through a disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection, we aim to provide investors with a balanced approach to multi-asset investing.

Retirement Solutions

SHARED GOALS SEEKING TO IMPROVE RETIREMENT OUTCOMES

SHARED GOALS SEEKING TO IMPROVE RETIREMENT OUTCOMES

MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns.

https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5655147773001_5083924370001-vs.jpg?pubId=3623811476001&videoId=5083924370001

Events


Newsroom

  • Media Relations Contacts
  • Press Releases
  • Financial Information
  • Announcements
  • Shareholder Newsletters

Media Relations Contacts

Media support from MFS

Media support from MFS

MFS has an active voice in key market, industry and economic conversations that impact investors worldwide.For press inquiries,visit the MFS newsroom, where you will find media relations contacts, corporate financial information and the most recent MFS press releases.

For press inquiries please contact:
James Aber, 617-954-6154, JAber@mfs.com
Dan Flaherty (North America), 617-954-4256, DFlaherty@mfs.com
Cherida Naughton (Europe and Asia), 44-207-429-7426, CNaughton@mfs.com

Press Releases

PRESS RELEASES

PRESS RELEASES

MFS has an active voice in key market, industry and economic conversations that impact investors worldwide. For press inquiries, visit the MFS newsroom, where you will find media relations contacts, corporate financial information and the most recent MFS press releases.

 

Financial Information

FINANCIAL INFORMATION

FINANCIAL INFORMATION

With assets under management of $480.3 billion as of October 31 2017, MFS is a majority-owned subsidiary of Sun Life Financial (SLF), based in Toronto. Further details can be found under Investor Relations at www.sunlife.com.

Financial Markets, Economic Outlook
Robert Manning: Executive Chairman
Michael Roberge: CEO, President and Chief Investment Officer
Kevin Beatty: CIO - Global Equity
William Adams: CIO - Global Fixed Income
Joseph Flaherty: Asset Allocation and Quantitative Solutions
James Swanson: Chief Investment Strategist
Erik Weisman, Chief Economist

Portfolio Managers and Analysts
Generally available to comment on investment trends across all major asset classes.

Domestic and Global Distribution of Retail and Institutional Investment Products
Carol Geremia: President, MFS Institutional Advisors, Inc. and Co-Head, Global Distribution
James Jessee: President, MFS Fund Distributors, Inc. and Co-Head, Global Distribution
Lina Medeiros: President, MFS International Limited

Announcements

ANNOUNCEMENTS

ANNOUNCEMENTS

MFS corporate news, including information on new or enhanced products and services.

2017 Capital Gains Estimates (November 3, 2017) 

Important Notification: Class R6 Shares to be Made Available on 20 Additional MFS Funds (May 31, 2017) 

Investment Insights: Puerto Rico Bankruptcy Q & A 

Shareholder Newsletters

SHAREHOLDER NEWSLETTERS

SHAREHOLDER NEWSLETTERS

MFS’ quarterly newsletter for MFS shareholders and their investment professionals provides helpful information on topics such as disciplined diversification, asset allocation, and retirement planning. New MFS services are also highlighted.

  • OUR INVESTING APPROACH

    Our Investing Approach

    • Continuity: Time is an Asset
    • Collective Expertise: Insight to Advantage
    • Client Alignment: Focused on Outcomes
    • Risk Management: Seeing all Angles

    Continuity: Time is an Asset

    Harnessing the Value of Time

    Harnessing the Value of Time

    Taking a long-term perspective on investment opportunities, staying true to our convictions and thoughtfully developing and maintaining our expertise gives clients confidence that we are committed to serving their needs over time.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5639709183001_5605686506001-vs.jpg?pubId=3623811476001&videoId=5605686506001 Transcript

    Collective Expertise: Insight to Advantage

    The strongest idea over the strongest individual

    The strongest idea over the strongest individual

    We not only encourage diversity of thought, we insist on it, but vet all input thoughtfully, together. Good investment ideas become great decisions when they can stand the test of active debate. 

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634563406001_5605692965001-vs.jpg?pubId=3623811476001&videoId=5605692965001 Transcript

    Client Alignment: Focused on Outcomes

    Aligned for Successful Investment Outcomes

    Aligned for Successful Investment Outcomes

    By aligning our investment beliefs, skill set and process toward improving outcomes, we can help investors tap the opportunities available through active investment management. 

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634575885001_5605670775001-vs.jpg?pubId=3623811476001&videoId=5605670775001 Transcript

    Risk Management: Seeing all Angles

    Risk is an active decision

    Risk is an active decision

    Taking risk is part of active security selection, so we need to understand it from multiple angles. We aim to choose risk where we believe we have the greatest active skill, with an eye toward pursuing the best risk-adjusted investment returns.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5637182688001_5605686507001-vs.jpg?pubId=3623811476001&videoId=5605686507001 Transcript
  • OUR INVESTING CAPABILITIES

    Our Investing Capabilities

    • Equity
    • Fixed Income
    • Blended Research
    • Multi-Asset
    • Retirement Solutions

    Equity

    FUNDAMENTAL, ACTIVE, RESEARCH-DRIVEN

    FUNDAMENTAL, ACTIVE, RESEARCH-DRIVEN

    By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5651292177001_4124396605001-vs.jpg?pubId=3623811476001&videoId=4124396605001 Transcript

    Fixed Income

    TOTAL RETURN FOCUSED, CREDIT ORIENTED

    TOTAL RETURN FOCUSED, CREDIT ORIENTED

    Our long term investment approach plays to our strengths in fundamental research and global collaboration

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5644769828001_5536515401001-vs.jpg?pubId=3623811476001&videoId=5536515401001 Transcript

    Blended Research

    RISK AWARE AND OUTCOME ORIENTED

    RISK AWARE AND OUTCOME ORIENTED

    MFS Blended Research is an approach to active equity management that combines our fundamental research expertise with highly systematic quantitative research. It is geared toward investors seeking investment outcomes to address certain needs.

    Multi-Asset

    GOAL-ORIENTED, DIVERSIFIED AND DISCIPLINED

    GOAL-ORIENTED, DIVERSIFIED AND DISCIPLINED

    Through a disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection, we aim to provide investors with a balanced approach to multi-asset investing.

    Retirement Solutions

    SHARED GOALS SEEKING TO IMPROVE RETIREMENT OUTCOMES

    SHARED GOALS SEEKING TO IMPROVE RETIREMENT OUTCOMES

    MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5655147773001_5083924370001-vs.jpg?pubId=3623811476001&videoId=5083924370001
  • CORE BELIEFS

  • EVENTS

    Events


  • NEWSROOM

    Newsroom

    • Media Relations Contacts
    • Press Releases
    • Financial Information
    • Announcements
    • Shareholder Newsletters

    Media Relations Contacts

    Media support from MFS

    Media support from MFS

    MFS has an active voice in key market, industry and economic conversations that impact investors worldwide.For press inquiries,visit the MFS newsroom, where you will find media relations contacts, corporate financial information and the most recent MFS press releases.

    For press inquiries please contact:
    James Aber, 617-954-6154, JAber@mfs.com
    Dan Flaherty (North America), 617-954-4256, DFlaherty@mfs.com
    Cherida Naughton (Europe and Asia), 44-207-429-7426, CNaughton@mfs.com

    Press Releases

    PRESS RELEASES

    PRESS RELEASES

    MFS has an active voice in key market, industry and economic conversations that impact investors worldwide. For press inquiries, visit the MFS newsroom, where you will find media relations contacts, corporate financial information and the most recent MFS press releases.

     

    Financial Information

    FINANCIAL INFORMATION

    FINANCIAL INFORMATION

    With assets under management of $480.3 billion as of October 31 2017, MFS is a majority-owned subsidiary of Sun Life Financial (SLF), based in Toronto. Further details can be found under Investor Relations at www.sunlife.com.

    Financial Markets, Economic Outlook
    Robert Manning: Executive Chairman
    Michael Roberge: CEO, President and Chief Investment Officer
    Kevin Beatty: CIO - Global Equity
    William Adams: CIO - Global Fixed Income
    Joseph Flaherty: Asset Allocation and Quantitative Solutions
    James Swanson: Chief Investment Strategist
    Erik Weisman, Chief Economist

    Portfolio Managers and Analysts
    Generally available to comment on investment trends across all major asset classes.

    Domestic and Global Distribution of Retail and Institutional Investment Products
    Carol Geremia: President, MFS Institutional Advisors, Inc. and Co-Head, Global Distribution
    James Jessee: President, MFS Fund Distributors, Inc. and Co-Head, Global Distribution
    Lina Medeiros: President, MFS International Limited

    Announcements

    ANNOUNCEMENTS

    ANNOUNCEMENTS

    MFS corporate news, including information on new or enhanced products and services.

    2017 Capital Gains Estimates (November 3, 2017) 

    Important Notification: Class R6 Shares to be Made Available on 20 Additional MFS Funds (May 31, 2017) 

    Investment Insights: Puerto Rico Bankruptcy Q & A 

    Shareholder Newsletters

    SHAREHOLDER NEWSLETTERS

    SHAREHOLDER NEWSLETTERS

    MFS’ quarterly newsletter for MFS shareholders and their investment professionals provides helpful information on topics such as disciplined diversification, asset allocation, and retirement planning. New MFS services are also highlighted.

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