What We Do

Multi-Asset

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

Goal-Oriented Investing Through Multi-Asset Strategies

The keys to a disciplined investment process? Prudent allocation, diversification and rebalancing over time

 

Rather than pursue their goals with a strategic long-term approach, many investors try to time the market and chase investment returns. They may end up with little to show for it. We believe there is a better way.

 

That's why we structure MFS multi-asset funds with a three-step process designed to limit mistakes and avoid unwanted risk. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors so that relatively strong performance in one area may help minimize downturns in another. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.

Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

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