Sustainability
Sustainability in Action: Schneider Electric
A case study of company analysis in a decarbonizing world
Access Proxy Voting Records
How Sustainability Works at MFS
At MFS, sustainable investing encompasses the integration of ESG factors into our investment process as well as active ownership through proxy voting and engagement. Our investment team relies on fundamental research and a long-term perspective to select companies that can produce durable returns throughout an economic cycle. This approach further integrates all material factors — including ESG topics — into the investment decision-making process.
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- Sustainability
All Angles | READJune 27, 2024State of Play: Effective Stewardship and Reaching Net Zero
This summary explains recent developments in the transition to net zero, how investors can constructively engage with companies, stewardship megatrends and questions the industry should be asking companies but aren’t (yet).
All Angles | READMay 31, 2024Global Infrastructure: Putting Money to Work in Public Equities
This summary explores why infrastructure should be on every asset owner's radar, shares insights on long-term investment opportunities and delves into exposure via public versus private markets.
All Angles | READApril 11, 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
All Angles | READMarch 19, 2024AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
All Angles | READDecember 21, 2023Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
All Angles | LISTENJune 13, 2024State of Play: Effective Stewardship and Reaching Net Zero | Transcript
In this episode of the All Angles podcast, Franziska Jahn-Madell, Director of Global Stewardship at MFS, explains recent developments in the transition to net zero and describes how investors can constructively engage with companies. Fran also shares her thoughts on stewardship megatrends and questions the industry should be asking companies but aren’t (yet).All Angles | LISTENMay 15, 2024Global Infrastructure: Putting Money to Work in Public Equities | Transcript
In this episode of the All Angles podcast, seasoned portfolio manager Florence Taj provides fresh perspectives on why listed infrastructure should be on every investor's radar, and shares her unique insights on which long-term opportunities she invests in.All Angles | LISTENApril 3, 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
In this episode of the All Angles podcast, Pooja Daftary sheds light on calculating the financial materiality of natural capital for companies and offers practical ways for investors to integrate natural capital into an investment strategy.All Angles | LISTENMarch 4, 2024AI Tipping Point: A Deep Dive into Semiconductors | Transcript
This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.All Angles | LISTENFebruary 6, 2024Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
In this episode of the All Angles podcast, Barnaby Wiener, Chief Sustainability Officer at MFS, discusses the changing landscape of sustainability and the challenges and opportunities for investors. Barnaby talks about the effect of polarization, how investors should think about impact and need to embrace complexity while being wary of simplicity. Barnaby also shares what makes him optimistic about the future.All Angles | LISTENDecember 12, 2023Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
Miss any episodes or want a reminder of the key sustainability insights from Season 2? Episode 7 of the All Angles podcast turns the tables, with host Vish Hindocha taking the guest seat and sharing his reflections on this season with George Beesley. Join them for a whistlestop tour of the previous six episodesAll Angles | LISTENSeptember 26, 2023DEI: Making it Personalized, Actionable and Transparent | Transcript
How can leaders effectively integrate DEI into their organizations? In Episode 6 of the All Angles podcast, MFS’ Chief Diversity Equity & Inclusion Officer Michelle Thompson-Dolberry shares her thoughts on meeting people where they are, building the process rather than checking the box and practical ways to apply DEI in the workplace.All Angles | ListenMay 12, 2023Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
How will plastic reduction targets impact companies? And why should investors care about the loss of pollinators? In Episode 3 of the All Angles podcast, Vish Hindocha and Shari Friedman dig into the opportunities and challenges that companies and investors face from climate change, plastic pollution, biodiversity loss and water risks.All Angles | ListenApril 15, 2023Episode 2 - Go Long: Playing a Bigger Game | Transcript
Why should we all play a bigger game? And what does the future of capital allocation look like? In Episode 2 of the All Angles podcast, Vish Hindocha and Carol Geremia discuss the dangers of “long-term washing” and explore how investors can balance short-term accountability with creating value using a long-term mindset.All Angles | LISTENApril 3, 2023Culture Wars: Rising Above the Politicization of ESG | Transcript
How do we rescue ESG from the culture wars? And is it even worth saving? In Episode 1 of the All Angles podcast, Vish Hindocha and Bob Eccles delve into how sustainability became so supercharged and offer ways for the investment industry to move forward in the pursuit of value creation.
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Sustainability Insights
All Angles | READJune 27, 2024State of Play: Effective Stewardship and Reaching Net Zero
This summary explains recent developments in the transition to net zero, how investors can constructively engage with companies, stewardship megatrends and questions the industry should be asking companies but aren’t (yet).
Sustainable Investing Annual Report | READJune 13, 2024Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
All Angles | READMay 31, 2024Global Infrastructure: Putting Money to Work in Public Equities
This summary explores why infrastructure should be on every asset owner's radar, shares insights on long-term investment opportunities and delves into exposure via public versus private markets.
Stewardship Report | ReadMay 31, 2024MFS Stewardship Report: First Quarter 2024
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 March 2024.
Sustainability Insight | READMay 16, 2024Stewardship in Practice: ExxonMobil Case Study
This MFS Case Study illustrates our collaborative, security-specific approach to proxy voting.
Sustainability Insight | READMay 15, 2024Sustainability in Action: Linde
This case study highlights the importance of adopting a system-wide perspective on corporate emissions data accounting and reporting while pursuing workable solutions in the journey to net zero.
Sustainability Insight | READApril 29, 20242023 MFS Strategic Climate Action Plan
In line with the Task Force on Climate-Related Financial Disclosures (TCFD), this report outlines MFS’ view on climate change and our related actions in both our investment process and business operations.
All Angles | READApril 11, 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
All Angles | READMarch 19, 2024AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
Sustainability Insight | READMarch 14, 2024Simplicity and Complexity: Striking a Balance in Sustainable Investing
Sustainable investing is simple in theory but confusing in practice. We reflect on challenges posed by the current approach and how embracing complexity can help investors overcome the challenges.
Retirement Insight | READMarch 8, 2024How ESG fits into MFS LifePlan Funds
Intensifying marketplace interest in environmental, social and governance (ESG) investing has brought a new dimension to the way plan members think about retirement funds. In this paper we discuss the different approaches to incorporating ESG into target date funds, the power of engagement and key takeaways for plan sponsors.
Sustainability Insight | ReadFebruary 29, 2024Sustainability in Action: Schneider Electric
This case study demonstrates our bottom-up analysis of Schneider Electric and how we identify investment opportunities in a decarbonizing world.
All Angles | READDecember 21, 2023Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
General Insight | READOctober 24, 2023Emerging Market Debt: Navigating ESG Risk and Uncertainty
Successful investors in emerging market debt must contend with complexity and uncertainty on several levels. We believe our integrated approach, plus our ability to identify and model material risk factors, enables us to better manage risk while focusing on capitalizing on investment opportunities.
General Insight | READOctober 10, 2023A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice.
General Insight | READOctober 6, 2023Linking Climate, Companies and Communities: A Framework for Evaluating the Just Transition
This paper examines the "just transition" concept, which we believe is becoming an increasingly important topic for investors as countries and companies are strengthening efforts to decarbonize, green their economies, and build resilience for the future.
General Insight | READAugust 24, 2023Sustainability in Action: Volkswagen
This case study highlights the power of active management, and how a forward-looking, bottom-up, ESG-rating agnostic approach can unveil untapped investment opportunities for investors.
General Insight | READJuly 31, 2023Governance Matters: Assessing Sustainability in Emerging Market Debt
This article delves into how we assess financial materiality, governance factors and return drivers in emerging market debt.
General Insight | READJune 13, 2023Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
General Insight | READJanuary 1, 2023MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
General Insight | READDecember 15, 2022Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
All Angles | LISTENJune 13, 2024State of Play: Effective Stewardship and Reaching Net Zero | Transcript
In this episode of the All Angles podcast, Franziska Jahn-Madell, Director of Global Stewardship at MFS, explains recent developments in the transition to net zero and describes how investors can constructively engage with companies. Fran also shares her thoughts on stewardship megatrends and questions the industry should be asking companies but aren’t (yet).All Angles | LISTENMay 15, 2024Global Infrastructure: Putting Money to Work in Public Equities | Transcript
In this episode of the All Angles podcast, seasoned portfolio manager Florence Taj provides fresh perspectives on why listed infrastructure should be on every investor's radar, and shares her unique insights on which long-term opportunities she invests in.All Angles | LISTENApril 3, 2024Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
In this episode of the All Angles podcast, Pooja Daftary sheds light on calculating the financial materiality of natural capital for companies and offers practical ways for investors to integrate natural capital into an investment strategy.All Angles | LISTENMarch 4, 2024AI Tipping Point: A Deep Dive into Semiconductors | Transcript
This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.All Angles | LISTENFebruary 6, 2024Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
In this episode of the All Angles podcast, Barnaby Wiener, Chief Sustainability Officer at MFS, discusses the changing landscape of sustainability and the challenges and opportunities for investors. Barnaby talks about the effect of polarization, how investors should think about impact and need to embrace complexity while being wary of simplicity. Barnaby also shares what makes him optimistic about the future.All Angles | LISTENDecember 12, 2023Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
Miss any episodes or want a reminder of the key sustainability insights from Season 2? Episode 7 of the All Angles podcast turns the tables, with host Vish Hindocha taking the guest seat and sharing his reflections on this season with George Beesley. Join them for a whistlestop tour of the previous six episodesAll Angles | LISTENSeptember 26, 2023DEI: Making it Personalized, Actionable and Transparent | Transcript
How can leaders effectively integrate DEI into their organizations? In Episode 6 of the All Angles podcast, MFS’ Chief Diversity Equity & Inclusion Officer Michelle Thompson-Dolberry shares her thoughts on meeting people where they are, building the process rather than checking the box and practical ways to apply DEI in the workplace.All Angles | ListenMay 12, 2023Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
How will plastic reduction targets impact companies? And why should investors care about the loss of pollinators? In Episode 3 of the All Angles podcast, Vish Hindocha and Shari Friedman dig into the opportunities and challenges that companies and investors face from climate change, plastic pollution, biodiversity loss and water risks.All Angles | ListenApril 15, 2023Episode 2 - Go Long: Playing a Bigger Game | Transcript
Why should we all play a bigger game? And what does the future of capital allocation look like? In Episode 2 of the All Angles podcast, Vish Hindocha and Carol Geremia discuss the dangers of “long-term washing” and explore how investors can balance short-term accountability with creating value using a long-term mindset.All Angles | LISTENApril 3, 2023Culture Wars: Rising Above the Politicization of ESG | Transcript
How do we rescue ESG from the culture wars? And is it even worth saving? In Episode 1 of the All Angles podcast, Vish Hindocha and Bob Eccles delve into how sustainability became so supercharged and offer ways for the investment industry to move forward in the pursuit of value creation.General Insight | LISTENOctober 28, 2022Wrap Up: Five Key Ideas from Season One | Transcript
Join host Vishal Hindocha for the season finale episode of the MFS All Angles Sustainability podcast, featuring George Beesley, Senior Analyst - Sustainability Strategy Team. In this episode, Vishal and George close season one by reflecting back on their favorite themes and looking ahead to season two.General Insight | LISTENAugust 12, 2022Episode 7 - Asking Better Questions: Sustainability in Global Fixed Income | Transcript
How does connectivity help to make 2 + 2 = 5? In Episode 7 of the All Angles podcast, Vishal Hindocha and Pilar Gomez-Bravo explore how an holistic rather than specialized approach to ESG can help investors to uncover alpha. Plus, hear about the evolution of ESG in global fixed income and some the challenges still to overcome.General Insight | LISTENSeptember 21, 2022Episode 8 - Kindness Begets: The Power of Avoidance in Fixed Income | Transcript
Can fixed income investors influence the behavior of issuers? In Episode 8 of the All Angles podcast, Vish Hindocha and Mahesh Jayakumar discuss how bondholders hold power over corporates as well as sovereigns, and share the state of integrating ESG factors into the fixed income landscape.General Insight | LISTENFebruary 1, 2022Avoid the Herd: Sustainable Investing in the Eyes of a Contrarian | Transcript
In this podcast, a fundamentally optimistic contrarian explains what it takes to be a deep value investor and how that influences her thinking on climate.
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Reports
Sustainable Investing Annual Report | READJune 13, 2024Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
Stewardship Report | ReadMay 31, 2024MFS Stewardship Report: First Quarter 2024
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 March 2024.
- English
- Institutions & Consultants
- Insights
- Sustainability
State of Play: Effective Stewardship and Reaching Net Zero
This summary explains recent developments in the transition to net zero, how investors can constructively engage with companies, stewardship megatrends and questions the industry should be asking companies but aren’t (yet).
Global Infrastructure: Putting Money to Work in Public Equities
This summary explores why infrastructure should be on every asset owner's radar, shares insights on long-term investment opportunities and delves into exposure via public versus private markets.
Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
State of Play: Effective Stewardship and Reaching Net Zero | Transcript
Global Infrastructure: Putting Money to Work in Public Equities | Transcript
Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
AI Tipping Point: A Deep Dive into Semiconductors | Transcript
Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
DEI: Making it Personalized, Actionable and Transparent | Transcript
Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
Episode 2 - Go Long: Playing a Bigger Game | Transcript
Culture Wars: Rising Above the Politicization of ESG | Transcript
State of Play: Effective Stewardship and Reaching Net Zero
This summary explains recent developments in the transition to net zero, how investors can constructively engage with companies, stewardship megatrends and questions the industry should be asking companies but aren’t (yet).
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
Global Infrastructure: Putting Money to Work in Public Equities
This summary explores why infrastructure should be on every asset owner's radar, shares insights on long-term investment opportunities and delves into exposure via public versus private markets.
MFS Stewardship Report: First Quarter 2024
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 March 2024.
Stewardship in Practice: ExxonMobil Case Study
This MFS Case Study illustrates our collaborative, security-specific approach to proxy voting.
Sustainability in Action: Linde
This case study highlights the importance of adopting a system-wide perspective on corporate emissions data accounting and reporting while pursuing workable solutions in the journey to net zero.
2023 MFS Strategic Climate Action Plan
In line with the Task Force on Climate-Related Financial Disclosures (TCFD), this report outlines MFS’ view on climate change and our related actions in both our investment process and business operations.
Natural Capital: Practical Ways to Assess Financial Materiality for Companies
This summary explores the impact of biodiversity on companies and provides practical ways for investors to assess the risks and opportunities from it.
AI Tipping Point: A Deep Dive Into Semiconductors
Which semiconductor companies will be long-term winners from the AI boom? What risks do supply chains and energy usage bring to the sector? This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
Simplicity and Complexity: Striking a Balance in Sustainable Investing
Sustainable investing is simple in theory but confusing in practice. We reflect on challenges posed by the current approach and how embracing complexity can help investors overcome the challenges.
How ESG fits into MFS LifePlan Funds
Intensifying marketplace interest in environmental, social and governance (ESG) investing has brought a new dimension to the way plan members think about retirement funds. In this paper we discuss the different approaches to incorporating ESG into target date funds, the power of engagement and key takeaways for plan sponsors.
Sustainability in Action: Schneider Electric
This case study demonstrates our bottom-up analysis of Schneider Electric and how we identify investment opportunities in a decarbonizing world.
Wrap Up: All Angles Season 2 Insights and Reflections
A summary of all key themes and topics covered from All Angles Season 2 podcast.
Emerging Market Debt: Navigating ESG Risk and Uncertainty
Successful investors in emerging market debt must contend with complexity and uncertainty on several levels. We believe our integrated approach, plus our ability to identify and model material risk factors, enables us to better manage risk while focusing on capitalizing on investment opportunities.
A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice.
Linking Climate, Companies and Communities: A Framework for Evaluating the Just Transition
This paper examines the "just transition" concept, which we believe is becoming an increasingly important topic for investors as countries and companies are strengthening efforts to decarbonize, green their economies, and build resilience for the future.
Sustainability in Action: Volkswagen
This case study highlights the power of active management, and how a forward-looking, bottom-up, ESG-rating agnostic approach can unveil untapped investment opportunities for investors.
Governance Matters: Assessing Sustainability in Emerging Market Debt
This article delves into how we assess financial materiality, governance factors and return drivers in emerging market debt.
Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
Policy on Cluster Munitions
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
State of Play: Effective Stewardship and Reaching Net Zero | Transcript
Global Infrastructure: Putting Money to Work in Public Equities | Transcript
Natural Capital: Practical Ways to Assess Financial Materiality for Companies | Transcript
AI Tipping Point: A Deep Dive into Semiconductors | Transcript
Simplicity and Complexity: Striking a Balance in Sustainable Investing | Transcript
Wrap Up: All Angles Season 2 Insights and Reflections | Transcript
DEI: Making it Personalized, Actionable and Transparent | Transcript
Polycrisis Prep: One Solution Doesn’t Fit All Companies | Transcript
Episode 2 - Go Long: Playing a Bigger Game | Transcript
Culture Wars: Rising Above the Politicization of ESG | Transcript
Wrap Up: Five Key Ideas from Season One | Transcript
Episode 7 - Asking Better Questions: Sustainability in Global Fixed Income | Transcript
Episode 8 - Kindness Begets: The Power of Avoidance in Fixed Income | Transcript
Avoid the Herd: Sustainable Investing in the Eyes of a Contrarian | Transcript
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
MFS Stewardship Report: First Quarter 2024
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 March 2024.