What We Do

Blended Research

MFS Blended Research combines our fundamental research with a highly systematic quantitative research and risk-based portfolio construction process. It is designed to deliver equity outcomes that meet our clients' perceived long-term needs.

Disciplined, Balanced Approach to Equity Investing

MFS Blended Research Equity strategies: risk aware and outcome oriented

 

The MFS Blended Research process is guided by our fundamental and quantitative investment research. The portfolio managers on these strategies actively manage assets by maintaining a long-term perspective, collaborating to create a research and analysis advantage and taking prudent risk. We apply our Blended Research process across a variety of strategies to pursue different objectives such as capital appreciation with less volatility or investing with a more benchmark-aware approach. 

 

By combining fundamental and quantitative research into one unique investment approach, MFS Blended Research strategies seek to generate excess return without taking undue risk to get it

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