MFS Investment Management

Creating value responsibly

Our purpose is to create long-term value responsibly. In 1924, recognizing an inadequate financial system, we launched the first US open-end mutual fund to give everyday investors access to the markets. For 100 years, we have been driven by our conviction to always do what’s best for clients, staying true to our active investment approach, our core values and our collaborative culture. Today, we have a global investment platform that has been shaped by a century of putting clients first.

Acting with conviction

We believe our five core values are central to achieving our purpose and building more secure and prosperous futures for the millions of people and institutions who rely on us to reach their financial goals.

Core values

We collaborate across departments and regions, leveraging diverse perspectives to reach better outcomes.

We act with purpose and authenticity, stay true to our beliefs and have the courage to go against the grain.

We hold ourselves to high standards, assume accountability and believe intellectual curiosity is essential to strengthening our expertise.

We have an unwavering commitment to acting in the best interest of clients and showing respect and compassion for our community and each other.

We appreciate what makes each of us unique and promote a collaborative culture where everyone feels heard, valued and included.

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Actively aligned for better outcomes

For nearly a century, we have aligned our active investment approach and the way we serve clients with a sole purpose: to create long-term value responsibly. That commitment started in 1924, when MFS launched the first US open-end mutual fund to give millions of everyday investors access to the markets. It continued through our growth to a full-service global investment management firm offering fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world. And it has never wavered. Our ability to create value responsibly thrives on collective expertise, risk management and long-term discipline.

Collective expertise

We believe the collective expertise of our teams brings us to better investment decisions through:

Engagement with the companies we own to understand what could impact their long-term value and using our voting power to influence issues that matter.

Diversity & collaboration through teams of diverse thinkers who actively share and debate their unique perspectives to build conviction in our investment ideas.

Integrated research through a global platform that allows us to develop local market perspectives and drives uncompromised information sharing across sectors, geographies and asset classes.

Risk management

To maintain our clients' confidence in our investment management, we navigate risk on their behalf through a process that includes:

A risk-aware culture where risk plays a central role in decision-making and everyone takes responsibility for assessing it.

Understanding material risk through our robust, integrated research which factors in ESG issues to help us see and mitigate risks we consider material to a company’s or issuer’s competitive advantage.

Capacity management where we close strategies when we believe they are at capacity, in order to protect long-term performance for our clients.

Long-term discipline

Thinking long-term has always been part of our heritage because we believe it helps us pursue the outcomes our clients need. At MFS, long-term discipline takes:

Conviction and longer time horizons, made possible by robust research and the confidence to let our thesis play out.  

Sustainability where we favor ESG integration and engagement over a separate outcome.

Continuity & succession planning to strategically develop talent and plan for our next generations of leadership and investment teams.

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