Get documents about "MFS Investment Management®
Document Sample
®
MFS Investment Management
history & MFS® is a global investment firm managing equity and fixed- Investment MFS believes that bottom-up, active management is the
culture income assets for investors worldwide. Founded in 1924, MFS management most effective way to exploit the inherent inefficiencies
established one of the industry’s first in-house fundamental in the financial markets. Our global research platform is
research departments in 1932. Today, MFS offers a broad team based and highly integrated. MFS analysts —
range of investment styles that combine both fundamental fundamental and quantitative, equity and fixed income
and quantitative research and portfolio management. Our — work closely together to identify opportunities on
investment philosophy has remained consistent: to identify behalf of clients.
opportunities on behalf of clients through the application of The research process is distinguished by:
global research and bottom-up security selection.
Global reach and perspective — MFS has research offices
MFS’ culture is investment driven, client centered, and in Boston, London, Mexico City, Singapore, Sydney, and
collaborative. To underscore our values of collaboration Tokyo, with investment professionals on the ground
and accountability, we structure ownership and compensation providing insights into local markets and opportunities.
to reward long-term investment performance and teamwork. Analysts across offices meet regularly as part of eight global
Up to 22% ownership of MFS is available to key MFS sector teams to ensure that securities are analysed within a
contributors. Our majority shareholder since 1982 has been global framework.
Sun Life of Canada (U.S.) Financial Services Holdings, Inc.
Breadth and depth — MFS’ fundamental and quantitative
MFS TOTAL AUM: $148 BILLION CAD stock selection capabilities are complementary, providing
(as of 3/31/09) portfolio managers with independent, relatively
uncorrelated opinions. Fundamental analysts perform
MFS investment Chief Investment Officer Portfolio Management 48 in-depth, bottom-up security analysis and develop
Robert Manning1 Research Team 75
PROFESSIONALS Trading 24
proprietary earnings models on more than 3,600
(as of 3/31/09) Chief Investment Officers Institutional Product companies. Quantitative analysts manage proprietary
Co-Directors of Global Research Management 7
Non-U.S. and Total 1543 factor models that evaluate more than 5,000 global
Global Investments
David Antonelli1
U.S. Investments
Michael Roberge1
securities daily.4
Comprehensive security views — MFS equity and fixed-
16 Fixed Income 15 Non-U.S./Global Equity 14 U.S. Equity 4 Quantitative income analysts work together closely to share equity
Portfolio Managers Portfolio Managers Portfolio Managers Portfolio Managers
Portfolio Management
21 years average 17 years average 17 years average 18 years average
and debt structure information for a more complete
industry experience industry experience industry experience industry experience company perspective.
46 Global Equity Analysts – 15 years average industry experience
Analysts’ views are updated continuously on our
Research Team 20 Credit Analysts – 15 years average industry experience proprietary Global Investment Research System. This
9 Quantitative Analysts – 10 years average industry experience
real-time, Web-based system provides a rich repository
Donald Mykrantz, Director of Global Trading1, 2
of information that every investment team member can
Trading 11 Equity Traders 13 Fixed Income Traders access at any time, from any place in the world.
17 years average industry experience 15 years average industry experience
Betsy Palmer, Director
Institutional Product
7 Professionals
Management
15 years average industry experience
1
Member of Investment Management Committee. 4
As of 3/31/09.
2
Head of Fixed Income Portfolio Management.
3
Does not include associate investment personnel.
FOR INSTITUTIONAL USE ONLY
MFS’ Through our subsidiary, MFS Institutional Advisors, Inc., Institutional
Institutional we have been serving institutional investors and their offices
commitment consultants for more than 30 years. Today, nearly half of Contact Phone
the firm’s assets are managed on behalf of institutional Boston MFS Institutional Advisors, Inc. +1 617 954 5000
clients worldwide, including defined benefit and defined Christopher (Topher) Callahan 800-637-2262
contribution plans, investment authorities, subadvisory Senior Managing Director, North America (Toll free USA)
Sales and Relationship Management
clients, and endowments and foundations. ccallahan@mfs.com
INSTITUTIONAL BUSINESS BY REGION (as of 3/31/09) London MFS International (U.K.) Limited +44 (0)20 7429 7200
Anne Healy
Managing Director, UK and Ireland Sales
North America 38% ahealy@mfs.com
David Mace
UK/Europe 20% Managing Director, European Institutional Sales
dmace@mfs.com
Ian MacKenzie
Managing Director, European Relationship
Middle East/Asia 14% Management
imackenzie@mfs.com
Australia 15%
Japan 13% Tokyo MFS Investment Management KK +81 3 5510 8550
Takafumi Ishii
Senior Managing Director
Representative Director, Japan
Institutional Global Equity International Equity U.S. Equity tishii@mfs.com
Product
Global International Large Cap Value
offerings Singapore MFS International Limited +65 6578 5555
International Blended Research Jonathan Tiu
Global Concentrated Senior Managing Director, Asia ex-Japan
Concentrated U.S. Core
jtiu@mfs.com
International Blended Research
Global Growth
Research 130/30 U.S. Core
Global Value International Value Core
Bahrain MFS International Limited +973 694 4254
Duncan Finnie
Emerging Markets International Growth Growth Managing Director, Middle East
dfinnie@mfs.com
Research
European Equity Asia Pacific Fixed Income Rotterdam MFS International (U.K.) Limited +31 (0)10 2045585
Sino Krijgsman van Spangenberg
European Asia Pacific ex-Japan Core Plus Research Director, BeNeLux Institutional Business
skrijgsman@mfs.com
Emerging
Unless otherwise indicated, European Value Asia ex-Japan
Markets Debt
logos, product and service Sydney* BNP Paribas Investment Partners +61 (2) 9216 8633
names are trademarks of UK Japan Robert Harrison
MFS and its affiliates and Chief Executive Officer
may be registered in certain
5
Limited availability. Please consult your MFS representative. robert.harrison@aubnpparibas.com
countries.
*In collaboration with BNP Paribas Australia
MFS Investment Management® FOR INSTITUTIONAL USE ONLY MFSI-CAPCAN-FLY-6/09
16868.2
Related docs
