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Announcement

MFS establishes investment advisory council

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MFS Investment Management has established the MFS Investment Advisory Council (IAC), a group of current and former MFS investment professionals who will provide an added dimension of collaboration and consultation for the firm’s investment team.

The IAC will engage across a broad array of topics and provide access to experienced investment professionals for the firm’s leadership teams, portfolio managers, research analysts and associates. The goals of the IAC are to enhance the MFS investment culture, provide consultation and help develop the next generation of investors at the firm.
 
“The council will reinforce our commitment to a collaborative investment culture, provide access to mentors with decades of investment experience and extend our ability to continue to manage retirements and transitions in a thoughtful and transparent manner,” says Michael Roberge, MFS’ chief executive officer and chief investment officer. “The overarching goal of this council is to help ensure that MFS’ investment culture endures for the benefit of our current and future clients.”
 
The IAC is a group of senior investors, to be made up of current and former MFS employees. Over time, MFS expects to add members with experience in equity, fixed income and quantitative investing. In addition to Roberge, Executive Chairman Robert Manning; CIO – Global Fixed Income William Adams; CIO – Global Equity Kevin Beatty; and Vice Chair and Portfolio Manager David Antonelli will be members of the IAC. Former MFS Global Equity portfolio manager David Mannheim, who recently retired from MFS, will be an inaugural member as well. These individuals retain deep experience and valuable insights, and the IAC will provide a means for continued access to their expertise.
 
“MFS has historically had low turnover among its investment team members, which has resulted in a consistent investment process and investment culture. That process and culture are built around teamwork, investing with a long-term view and having a meritocracy. We believe the Investment Advisory Council will help MFS ensure that our process and culture thrive for generations,” says Antonelli.
 
The IAC will complement existing tools and programs MFS has in place to foster the development of its investment team, including formal mentoring programs in its Equity and Fixed Income groups.
 
“While we are extremely proud of our 94-year history in investment management, it is incumbent upon us to continue to develop the personal and professional skills of our investment team,” says Roberge. “This will enable MFS to continue to attract talented investors, maintain a highly collaborative investment culture and provide a consistent and transparent client experience for decades to come.”
 

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