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

Alison

Alison O'Neill Mackey

Director of Research - North America, Equity Research Analyst

Anne Christine

Anne Christine Farstad

Equity Portfolio Manager

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

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

Bradford

Bradford Rutan

Investment Product Specialist

Derek

Derek W. Beane

Director, Investment Product Specialist

Douglas

Douglas L. Orton

Business Development Consultant

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Andrew

Andrew Washburn

Chief Marketing Officer

Christopher

Christopher C. Callahan

Head of Institutional Sales and Consultant Relations

David

David W. Connelly

Director, Global Product

James

James Jessee

Christine

Christine Girvan

Head of Canadian Distribution

David

David M. Mace

Head of MFS Luxembourg

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Jenine

Jenine G. Garrelick

Associate National Sales Manager

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