A Century of Active Experience Built into Our Approach
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Our philosophy
Active Solutions, Global Platform
Backed by more than a century of experience, our active solutions are designed to help clients across the globe invest through changing markets. With the long term always in mind, we’re guided by these principles:
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our fixed income story
The Evolution of Fixed Income at MFS
MFS pioneered active investing in 1924, and starting in 1970, became one of the first investment firms to actively trade bonds like any other security — providing another path to long-term value for fixed income investors.
EVOLUTION OF MFS ACTIVE FIXED INCOMEScrollSwipe to explore
Bonds are typically
bought and heldwith investors collecting interest
until bond’s maturityInflation significantly
downgrades the value
of bondsand traditional buy-and-hold
strategiesMFS hires one of the
first portfolio managers
to trade bonds activelyusing credit and duration analysis,
helping transform bond investing
to better serve investorsMFS’ newly formed fixed income team includes one
of the first womenin the bond investing industry and launches the first balanced fund,
MFS® Total Return Fund.1
Standing at the forefront of bond innovationthe team launched MFS® Corporate
Bond Fund, one of the earliest actively
managed bond portfolios.1
MFS expands fixed income strategies globallyintroducing the first global fixed income fund in the US, MFS® International Bond Fund.1MFS expands fixed income strategies globallyintroducing the first global fixed income fund in the US, MFS® International Bond Fund, and later launching MFS® Meridian Funds.
MFS integrates
fixed income, equity,
and quant teamscreating the unified global investment
platform we have today.
Located across the globe, our 134 fixed income professionalsare integrated into a 327-member investment team.2GLOBAL FOOTPRINT1970
Our history shows that we are an organization built to evolve with and for investors. Today, we continue to deliver the fixed income solutions our clients need.
“Our global investment platform is a defining attribute of our approach to delivering for clients.”
Alex Mackey
Co-CIO, Fixed Income -
active solutions
Fixed Income Strategies
A pioneer of active investing and one of the first active bond managers, MFS offers strategies spanning the global bond market. Our strategies are designed to support institutional investors’ objectives including mitigating downside risk, diversifying fixed income allocations, enhancing returns and de-risking portfolios.
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Active Solutions, Global Platform
Backed by more than a century of experience, our active solutions are designed to help clients across the globe invest through changing markets. With the long term always in mind, we’re guided by these principles:
The Evolution of Fixed Income at MFS
MFS pioneered active investing in 1924, and starting in 1970, became one of the first investment firms to actively trade bonds like any other security — providing another path to long-term value for fixed income investors.
bought and held
until bond’s maturity
downgrades the value
of bonds
strategies
first portfolio managers
to trade bonds actively
helping transform bond investing
to better serve investors
of the first women
MFS® Total Return Fund.1
Bond Fund, one of the earliest actively
managed bond portfolios.1
fixed income, equity,
and quant teams
platform we have today.
Our history shows that we are an organization built to evolve with and for investors. Today, we continue to deliver the fixed income solutions our clients need.
“Our global investment platform is a defining attribute of our approach to delivering for clients.”Alex Mackey |
Fixed Income Strategies
A pioneer of active investing and one of the first active bond managers, MFS offers strategies spanning the global bond market. Our strategies are designed to support institutional investors’ objectives including mitigating downside risk, diversifying fixed income allocations, enhancing returns and de-risking portfolios.