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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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All Angles
- Investment Professional
- Insights
- Sustainability
All Angles
All Angles | ReadNovember 30, 2024Integrating Social Issues into Investment Research
Rob Wilson, Director of Global ESG Integration at MFS, delves into the use of increasingly available labor data to question corporate management and help make long-term investment decisions.
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.
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Sustainability Insights
Sustainability Insights
All Angles | ReadNovember 30, 2024Integrating Social Issues into Investment Research
Rob Wilson, Director of Global ESG Integration at MFS, delves into the use of increasingly available labor data to question corporate management and help make long-term investment decisions.
Sustainability Insight | READSeptember 24, 2024Thinking Ahead: Embracing Systems Theory to Transform the Investment World
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, explores how a systems-based perspective could unlock new opportunities for the investment industry to adapt and thrive in the face of pressing global issues in this episode of the All Angles podcast.
Sustainability Insight | READSeptember 16, 2024A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice at MFS.
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Reports
Reports
General Insight | READJanuary 1, 2024MFS 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 14, 2023Policy on Cluster Munitions and Anti-Personnel Mines
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
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.
Stewardship Report | ReadSeptember 13, 2024MFS Stewardship Report: Second 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 30 June 2024.
Sustainable Investing Annual Report | READJune 13, 20242023 MFS Annual Sustainability Report
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.
- Investment Professional
- Insights
- Sustainability
All Angles
Integrating Social Issues into Investment Research
Rob Wilson, Director of Global ESG Integration at MFS, delves into the use of increasingly available labor data to question corporate management and help make long-term investment decisions.
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.
Sustainability Insights
Integrating Social Issues into Investment Research
Rob Wilson, Director of Global ESG Integration at MFS, delves into the use of increasingly available labor data to question corporate management and help make long-term investment decisions.
Thinking Ahead: Embracing Systems Theory to Transform the Investment World
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, explores how a systems-based perspective could unlock new opportunities for the investment industry to adapt and thrive in the face of pressing global issues in this episode of the All Angles podcast.
A Constructivist Approach to Sustainability
This paper provides an overview of constructivism stewardship and how it works in practice at MFS.
Reports
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 and Anti-Personnel Mines
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
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 Stewardship Report: Second 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 30 June 2024.
2023 MFS Annual Sustainability Report
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.