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

close video

This website uses cookies to operate the site, for site analytics, and for advertising. Please see our Cookies Policy for details and instructions on how you may disable or opt out of cookies. By continuing to use this website you agree to the use of cookies on this site unless you have disabled them.