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MFS Investments

Global opportunity through a long-term lens

As a global investment manager, MFS strives to create long-term value and protect capital for clients through an active approach and an investment platform built on nearly a century of expertise. To make that long-term value meaningful for clients, we work to align with them on our beliefs, their needs and the time it takes to deliver on their desired outcomes. This client alignment creates mutual understanding and clarity. Clients know what to expect from us and precisely how we will invest on their behalf. We build an intimate understanding of their objectives. And, we work to achieve them together.

MFS’ approach to active management starts with client alignment and is driven by:

Continuity: Time is an asset
We think, act and invest with a long-term focus because we believe it’s the best way to meet client objectives. To broaden the opportunity set for clients, we look for more dispersed returns over longer horizons. By investing through a full market cycle, we help clients manage the downside while pursuing opportunities to outperform as we find them. By rewarding our investment team for long-term performance, we keep our strategies aligned with our clients’ time horizons and objectives.

Collective expertise: Insight to advantage
In an age of information democracy, our ability to turn information into investment insight is the analysis advantage we strive to bring to clients. That takes bringing together our diverse perspectives in a culture of collaborative thinking. Created through MFS Active IntelligenceSM, our global investment platform, and uncompromised information flow across geographies, asset classes and industries, our analysis advantage helps us actively manage risk and make effective decisions within client portfolios.

Risk management: Seeing all angles
Risk can be an adversary or an ally. It’s a matter of having the time, skill and discipline to potentially turn risk into an investment opportunity for clients. We believe our risk-aware culture affords us that ability. At MFS, risk management is always on and embedded in every corner of our investment process, with rigorous reviews at the portfolio, security and firm levels. Every member of our investment team takes responsibility for assessing risk on behalf of clients, and in every decision we make, risk is part of the equation.

Visit www.mfs.com to learn more.

Latest sponsor articles

MFS's Carol Geremia on short-termism and time tolerance

After 35 years in fiduciary and leadership roles, the President of MFS Investment Management is clear about the major problem in wealth management: we have not convinced investors to think long term.

Investing amid IoT-enabled disruption

Manufacturing is going through an extended ‘Internet of Things’-enabled automation refresh cycle which will change the global industrial market, with profound implications for business models.

From popular to unthinkable: do political outcomes impact investments?

Political outcomes are challenging to predict. Instead, we need to focus on the investment implications of a variety of policy outcomes. A long term perspective is where valuation intersects with fundamentals.

Barnaby Wiener on preserving wealth and asset allocation

A global asset allocator is positioned defensively to preserve the wealth of his clients. He has some strong comments on stocks, the investment industry and avoiding the pressures of short termism.

Would a recession in 2019 matter to financial markets?

A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.

Know what you own in complex markets

In some markets, the sheer volume of money flows into both good and bad companies, but when tougher conditions inevitably come, it's the quality earnings that sustain.

Sponsor White Papers

Panic is the enemy

COVID-19 is leading to unprecedented economic destruction across the world. While the human and financial cost will be enormous, dislocation also presents opportunities. Investors will need patience and a long-term horizon to benefit.

On board with a long-term view

A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.

Emphasise the essentials of long-term investing

Developing and overseeing a retirement-spending strategy can be a complex undertaking. As both life expectancies and the number of retirees who will need to rely on their superannuation portfolios increase, so too will the challenges facing retirees.

Market performance has changed since late 2018, but have the facts?

Hope is not an investment thesis.Investor pain in the final quarter of 2018 has seemingly faded from memory, based on the rerisking across global equity and credit markets in the first two months of 2019.

2019 and a shifting emphasis from return to risk

While the short term remains difficult to forecast, fundamentals drive cash flows and cash flows drive asset prices, and these fundamentals are units, price, margin and earnings.

  • 20 December 2018

Ethical considerations in the technology sector

Technology has improved our standard of living, but the rapid pace of development has created ethical dilemmas for companies, impacted many users and overwhelmed regulatory bodies.

  • 4 October 2018

The companies that will benefit from urbanisation

For the first time in human history there are more people (55%) living in urban areas than in rural areas, placing tremendous stress on resources, infrastructure and the human psyche.

  • 11 July 2018

Time to align investment horizons

A misalignment between investors and their asset managers could be causing them to forfeit the full value of active management.

  • 9 March 2018

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How $200 billion is magically created

Australia is in a relatively good position to borrow $200 billion, with the RBA using printed money to buy bonds in the market. The long-term consequences are better than the alternative.

Note to Australia: be more French in the COVID-19 war

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Optimism among forecasts of the COVID-19 peak

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