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On board with a long-term view

In brief

  • To get the teams at MFS® and the MFS Funds Board on the same page took self-assessment and recognizing that we had some internal misalignments in reporting and communication of investment performance. There needed to be more clarity on investment approach, time horizons and relevant performance metrics.

  • We made a shift in focus from short- to long-term performance, presenting the most relevant metrics (long-term) first and using rolling in addition to fixed time period returns.

  • Engaging in a more aligned conversation promoted a collective focus on the end-investor and provided further opportunities for education about our different roles and responsibilities along the investment chain.



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