Clients We Serve
MFS Institutional Advisors, Inc., (MFSI) is the global institutional subsidiary of MFS Investment Management dedicated to providing investment management to institutional clients worldwide.
MFSI brings to our clients a world of investment opportunity through the global research platform and investment expertise of MFS Investment Management. At the same time, we are able to provide our clients dedicated institutional relationship management and client service through 11 institutional offices worldwide. We are committed to supporting our institutional business with the highest level of global resources tailored to the unique local requirements of institutional clients.
MFS invests on behalf of over 600 institutional clients around the globe representing over £152.3 billion in client assets. We offer tailored investment strategies to a full spectrum of institutional client types. (Figures as at 30/9/19.)
Who we serve:
- Defined Benefit
- Defined Contribution
- Consultants
- Corporations
- Endowments and Foundations
- Insurance Companies
- Local Authorities
- Sovereign Wealth Funds
Thought Leadership
MFS® Emerging Markets Debt Strategy - Quarterly Portfolio Update | Transcript
The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
Opportunities in Global Growth
This paper discusses our global approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Macro Talking Points - Week of 15 July 2024
Global fixed income market analysis through a macroeconomic lens.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update | Transcript
MFS® Growth Strategy - Quarterly Portfolio Update | Transcript
Macro Talking Points - Week of 8 July 2024
Global fixed income market analysis through a macroeconomic lens.
Opportunities in US Growth
This paper discusses our approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
MFS EMD Team Views on the Situation in the Middle East
Provides commentary on the current geopolitical environment in the Middle East and how the Team is positioning its portfolios.
The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Fixed Income Under the Spotlight: Three Key Themes for 2024
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.
Fixed Income Investing in US Recessions
We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.
Starting Points Matter: Why International Equities Might Be Worth a Second Look
Why consider an allocation to both US and non-US companies? We believe that the starting point for market today is vastly different from that of the past decade. And, with rising rates, higher inflation, and shrinking liquidity, investors who seek the best companies across the global markets could help maximize portfolio returns.
Thriving Amid Change | Transcript
The Big Mac on Cash Allocation: Time to Retire the CD Player*
With the federal funds rate at or near peak levels, we believe that cash is likely to start underperforming credit in the period ahead. We favor deploying some credit risk as an attractive alternative to a cash allocation.
An Active Approach to Investing in Taxable Municipal Bonds
We examine the strategic case for investing in the taxable municipal bond asset class and present the argument for active investment to seek alpha. We also review why we think it is currently an attractive time to consider an allocation to the taxable municipal market.
Finding a Sweet Spot for Local Emerging Market Debt
We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.
Active Management in Fixed Income: Opportunities, Risks and Investment Approach | Transcript
Dude, Where's My Recession?
MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.
MFS Global Aggregate Opportunistic Strategy - The Active Advantage | Transcript
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.
MFS Net Zero Progress Report
As a signatory of the Net Zero Asset Managers initiative (NZAM), MFS supports the goal of achieving net zero carbon emissions by 2050 or sooner. This report provides an update on progress across the globe since July 2021, when MFS joined the NZAM.