Clients We Serve
MFS Institutional Advisors, Inc., (MFSI) is the global institutional subsidiary of MFS Investment Management dedicated to providing investment management to institutional clients worldwide.
MFSI brings to our clients a world of investment opportunity through the global research platform and investment expertise of MFS Investment Management. At the same time, we are able to provide our clients dedicated institutional relationship management and client service through 11 institutional offices worldwide. We are committed to supporting our institutional business with the highest level of global resources tailored to the unique local requirements of institutional clients.
Who we serve:
- Consultants
- Corporations
- Endowments and Foundations/Not-for-Profits
- Insurance Companies
- Public Plans
- Taft–Hartley/Multi-Employer Plans
- Subadvisory
Thought Leadership
Macro Talking Points - Week of 23 September 2024
Global fixed income market analysis through a macroeconomic lens.
Macro Talking Points - Week of 16 September 2024
Global fixed income market analysis through a macroeconomic lens.
MFS Net Zero Progress Report
Our Net Zero Progress Report details our progress towards net zero goals, including a deep dive into consumer staples' decarbonization efforts and a new framework for assessing climate risks.
Starting Points Matter: Why International Equities Might Be Worth a Second Look
Why consider an allocation to both US and non-US companies? We believe that the starting point for market today is vastly different from that of the past decade. And, with rising rates, higher inflation, and shrinking liquidity, investors who seek the best companies across the global markets could help maximize portfolio returns.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
MFS® Emerging Markets Debt Strategy - Quarterly Portfolio Update | Transcript
The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
Opportunities in Global Growth
This paper discusses our global approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
MFS® Large Cap Value Strategy - Quarterly Portfolio Update | Transcript
MFS® Growth Strategy - Quarterly Portfolio Update | Transcript
Opportunities in US Growth
This paper discusses our approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
DC Pulse // 2Q 2024 in Review
Research, regulations, returns and trends in DC
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
MFS EMD Team Views on the Situation in the Middle East
Provides commentary on the current geopolitical environment in the Middle East and how the Team is positioning its portfolios.
The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Fixed Income Under the Spotlight: Three Key Themes for 2024
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.
Fixed Income Investing in US Recessions
We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.
Thriving Amid Change | Transcript
The Big Mac on Cash Allocation: Time to Retire the CD Player*
With the federal funds rate at or near peak levels, we believe that cash is likely to start underperforming credit in the period ahead. We favor deploying some credit risk as an attractive alternative to a cash allocation.
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.