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.
Decoding Software: Growth, Moats, and the AI Reckoning
September 9, 2025
The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are being rewritten. In this episode, we unpack what really drives long-term winners in software, how to think about moats in a world of falling barriers to entry, why valuation is more art than science in this sector, and how AI is both a disruptor and an accelerant.
A guide to carbon capture, utilization and storage to help investors demystify the role of carbon emissions management in reaching decarbonization goals.
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
Policy on Cluster Munitions and Anti-Personnel Mines
December 14, 2023
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
Policy on Cluster Munitions and Anti-Personnel Mines
December 14, 2023
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
Decoding Software: Growth, Moats, and the AI Reckoning
September 9, 2025
The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are being rewritten. In this episode, we unpack what really drives long-term winners in software, how to think about moats in a world of falling barriers to entry, why valuation is more art than science in this sector, and how AI is both a disruptor and an accelerant.
A guide to carbon capture, utilization and storage to help investors demystify the role of carbon emissions management in reaching decarbonization goals.
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
Policy on Cluster Munitions and Anti-Personnel Mines
December 14, 2023
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
Policy on Cluster Munitions and Anti-Personnel Mines
December 14, 2023
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.