Our annual report offering a comprehensive review of the approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.

Artificial intelligence and its applications continue to evolve. The new natural language processing (NLP) algorithm is materially better at contextualizing text within a document and, as a result, quantifying its sentiment. By leveraging sophisticated tools to analyze MFS’ proprietary data sets, we believe that we can offer a differentiated alpha signal.