sustainability report

2023 MFS Annual Sustainability Report

Read Full Report
  • APPROACH, GOVERNANCE AND ENGAGEMENT

    Our Approach, Governance and Engagement

    • In Our CEO's Words

    • Our Approach to Sustainability

    • Resourcing Our Firm’s Sustainability Strategy

    • Examples of Engagement in Action

    In Our CEO's Words

    In Our CEO’s Words

    Hear from Michael Roberge, MFS chair and CEO, on the evolution of sustainability and why client alignment remains our north star.

    Our Approach to Sustainability

    Resourcing Our Firm’s Sustainability Strategy

    Examples of Engagement in Action


  • Client Alignment

    • Regular Review of Industry Initiatives

    • TCFD Action Plan

    Regular Review of Industry Initiatives

    Regular Review of Industry Initiatives

    Working together with the broader investment community can boost the effect of our sustainability initiatives and help clients fulfill their fiduciary duties.

    Learn how we decide which initiatives to join and the extent of their impact.

     Our 5 Key Pillars

     Meeting Client Expectations

     Our Collaboration With PRI

     Our Work With Climate Action 100

    TCFD Action Plan


  • Our Roadmap to Achieving Net Zero

    • NZAM Commitment and Approach

    • Carbon Intensity at MFS Strategy Level

    NZAM Commitment and Approach

    NZAM Commitment and Approach

    As a signatory to Net Zero Asset Managers initiative (NZAM), we’re committed to supporting the goal of achieving net zero carbon emissions by 2050 or sooner.

    Carbon Intensity at MFS Strategy Level


  • Our Inclusive Culture

    • DEI at MFS

    DEI at MFS

    DEI at MFS

    Diversity, equity and inclusion (DEI) are foundational to the work we do as active managers, essential to our longevity and critical to our purpose of creating value responsibly.

    We believe operating from a place of inclusion means welcoming the ideas of diverse thinkers and making our firm a place where every voice is valued and everyone can flourish.

    2023 Firmwide Highlights - DEI Progress

    CONNECT WITH GLOBAL ORGANIZATIONS
    AND SUPPORT DIVERSE COMMUNITIES

    • CFA DEI Code Signatory
    • CEO Action for Diversity & Inclusion signatory
    • Workforce Disclosure Initiative (ShareAction) participant and supporter
    • Member of Nicsa’s Diversity Project
    • Member of the Diversity Project UK
    • Support underserved communities through decades-long charitable partnerships

    SELF-IDENTIFICATION METRICS

    • 2.3% LGBTQ+ identifying
    • 8.7% Employees with disabilities
    • 0.6% Protected veteran
    294
    EMPLOYEES (147 PAIRINGS) PARTICIPATED IN OUR HIGH-POTENTIAL MENTORSHIP PROGRAM
    99
    EMPLOYEES (58 PAIRINGS) PARTICIPATED IN WE@MFS (WOMEN’S ERG) MENTORSHIP PROGRAM

     

     

    MFS may incorporate environmental, social, or governance (ESG) factors into its investment decision making, fundamental investment analysis and engagement activities when communicating with issuers. The statements or examples provided above illustrate certain ways that MFS has historically incorporated ESG factors when analyzing or engaging with certain issuers but they are not intended to imply that favorable investment, ESG outcomes or engagement outcomes are guaranteed in all situations or in any individual situation. Engagements typically consist of a series of communications that are ongoing and often protracted and may not necessarily result in changes to any issuer’s ESG-related practices. Issuer outcomes are based on many factors and favorable investment or engagement outcomes, including those described above, may be unrelated to MFS analysis or activities. The degree to which MFS incorporates ESG factors into its investment decision making, investment analysis and/or engagement activities will vary by strategy, product, and asset class, and may also vary over time, and will generally be determined based on MFS’ opinion of the relevance and materiality of the specific ESG factors (which may differ from judgements or opinions of third-parties, including investors).  Any examples above may not be representative of ESG factors used in the management of any investor’s portfolio. Any ESG assessments or incorporation of ESG factors by MFS may be reliant on data received from third-parties (including investee companies and ESG data vendors), which may be inaccurate, incomplete, inconsistent, out-of-date or estimated, or only consider certain ESG aspects (rather than looking at the entire sustainability profile and actions of an investment or its value chain), and as such, may adversely impact MFS’ analysis of the ESG factors relevant to an investment. The information included above, as well as individual companies and/or securities mentioned, should not be construed as investment advice, a recommendation to buy or sell or an indication of trading intent on behalf of any MFS product.

    The views expressed are those of the author(s) and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice. No forecasts can be guaranteed.

    Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.

    This material is directed at investment professionals for general information use only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. Any securities and/or sectors mentioned herein are for illustration purposes and should not be construed as a recommendation for investment. Investment involves risk. Past performance is not indicative of future performance. The information contained herein may not be copied, reproduced or redistributed without the express consent of MFS Investment Management (“MFS”). While the information is believed to be accurate, it may be subject to change without notice. MFS does not warrant or represent that it is free from errors or omissions or that the information is suitable for any particular person’s intended use. Except in so far as any liability under any law cannot be excluded, MFS does not accept liability for any inaccuracy or for the investment decisions or any other actions taken by any person on the basis of the material included. MFS does not authorize distribution to retail investors.

Our Approach, Governance and Engagement

  • In Our CEO's Words

  • Our Approach to Sustainability

  • Resourcing Our Firm’s Sustainability Strategy

  • Examples of Engagement in Action

In Our CEO's Words

In Our CEO’s Words

Hear from Michael Roberge, MFS chair and CEO, on the evolution of sustainability and why client alignment remains our north star.

Our Approach to Sustainability

Resourcing Our Firm’s Sustainability Strategy

Examples of Engagement in Action


Client Alignment

  • Regular Review of Industry Initiatives

  • TCFD Action Plan

Regular Review of Industry Initiatives

Regular Review of Industry Initiatives

Working together with the broader investment community can boost the effect of our sustainability initiatives and help clients fulfill their fiduciary duties.

Learn how we decide which initiatives to join and the extent of their impact.

 Our 5 Key Pillars

 Meeting Client Expectations

 Our Collaboration With PRI

 Our Work With Climate Action 100

TCFD Action Plan


Our Roadmap to Achieving Net Zero

  • NZAM Commitment and Approach

  • Carbon Intensity at MFS Strategy Level

NZAM Commitment and Approach

NZAM Commitment and Approach

As a signatory to Net Zero Asset Managers initiative (NZAM), we’re committed to supporting the goal of achieving net zero carbon emissions by 2050 or sooner.

Carbon Intensity at MFS Strategy Level


Our Inclusive Culture

  • DEI at MFS

DEI at MFS

DEI at MFS

Diversity, equity and inclusion (DEI) are foundational to the work we do as active managers, essential to our longevity and critical to our purpose of creating value responsibly.

We believe operating from a place of inclusion means welcoming the ideas of diverse thinkers and making our firm a place where every voice is valued and everyone can flourish.

2023 Firmwide Highlights - DEI Progress

CONNECT WITH GLOBAL ORGANIZATIONS
AND SUPPORT DIVERSE COMMUNITIES

  • CFA DEI Code Signatory
  • CEO Action for Diversity & Inclusion signatory
  • Workforce Disclosure Initiative (ShareAction) participant and supporter
  • Member of Nicsa’s Diversity Project
  • Member of the Diversity Project UK
  • Support underserved communities through decades-long charitable partnerships

SELF-IDENTIFICATION METRICS

  • 2.3% LGBTQ+ identifying
  • 8.7% Employees with disabilities
  • 0.6% Protected veteran
294
EMPLOYEES (147 PAIRINGS) PARTICIPATED IN OUR HIGH-POTENTIAL MENTORSHIP PROGRAM
99
EMPLOYEES (58 PAIRINGS) PARTICIPATED IN WE@MFS (WOMEN’S ERG) MENTORSHIP PROGRAM

 

 

MFS may incorporate environmental, social, or governance (ESG) factors into its investment decision making, fundamental investment analysis and engagement activities when communicating with issuers. The statements or examples provided above illustrate certain ways that MFS has historically incorporated ESG factors when analyzing or engaging with certain issuers but they are not intended to imply that favorable investment, ESG outcomes or engagement outcomes are guaranteed in all situations or in any individual situation. Engagements typically consist of a series of communications that are ongoing and often protracted and may not necessarily result in changes to any issuer’s ESG-related practices. Issuer outcomes are based on many factors and favorable investment or engagement outcomes, including those described above, may be unrelated to MFS analysis or activities. The degree to which MFS incorporates ESG factors into its investment decision making, investment analysis and/or engagement activities will vary by strategy, product, and asset class, and may also vary over time, and will generally be determined based on MFS’ opinion of the relevance and materiality of the specific ESG factors (which may differ from judgements or opinions of third-parties, including investors).  Any examples above may not be representative of ESG factors used in the management of any investor’s portfolio. Any ESG assessments or incorporation of ESG factors by MFS may be reliant on data received from third-parties (including investee companies and ESG data vendors), which may be inaccurate, incomplete, inconsistent, out-of-date or estimated, or only consider certain ESG aspects (rather than looking at the entire sustainability profile and actions of an investment or its value chain), and as such, may adversely impact MFS’ analysis of the ESG factors relevant to an investment. The information included above, as well as individual companies and/or securities mentioned, should not be construed as investment advice, a recommendation to buy or sell or an indication of trading intent on behalf of any MFS product.

The views expressed are those of the author(s) and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice. No forecasts can be guaranteed.

Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.

This material is directed at investment professionals for general information use only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. Any securities and/or sectors mentioned herein are for illustration purposes and should not be construed as a recommendation for investment. Investment involves risk. Past performance is not indicative of future performance. The information contained herein may not be copied, reproduced or redistributed without the express consent of MFS Investment Management (“MFS”). While the information is believed to be accurate, it may be subject to change without notice. MFS does not warrant or represent that it is free from errors or omissions or that the information is suitable for any particular person’s intended use. Except in so far as any liability under any law cannot be excluded, MFS does not accept liability for any inaccuracy or for the investment decisions or any other actions taken by any person on the basis of the material included. MFS does not authorize distribution to retail investors.

55490.2
close video