Facts & Figures
|Inception of sustainability strategy||1924|
|Total AUM (USD)||507.2 billion|
|AUM Responsible Strategies (USD)||507.2 billion|
|% ESG integration||100|
|% proxy voting||75 (per equity assets)|
|Responsible Investment team||11 (see SRI highlights for further details)|
In 1924, MFS launched the first open-end mutual fund in the United States, opening the door to the markets for millions of everyday investors. Since then, we have grown into a full-service, global investment management firm offering fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world. Headquartered in Boston, MFS has investment offices in Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. As of 30 June 2020, MFS managed $507.2 billion in assets on behalf of individual and institutional investors worldwide.
What sets MFS apart from other managers is our commitment to a single purpose: to create long-term value for clients by allocating capital responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors’ assets and our clients’ reputations. Our powerful investment approach combines collective expertise, thoughtful risk management and long-term discipline to uncover investment opportunities that drive sustainable value for investors. We call this Active Intelligence®, and we support it with our distinct culture of shared values and collaboration. That means bringing together teams of diverse thinkers to actively debate ideas, assess material risks and uncover what we believe are the best investment opportunities in the market.