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Funds Group:  MFS
Management Company:  MFS Investment Management
Funds Affected: MFS AL Municipal Bond, MFS Blended Research Core Equity, MFS Blended Research Em Mkts Eq, MFS Blended Research Global Eq, MFS Blended Research Growth Eq, MFS Blended Research Intl Eq, MFS Blended Research Mid Cap Eq, MFS Blended Research Small Cap Eq 529, MFS Blended Research Small Cap Eq, MFS Blended Research Value Equity
MFS CA Municipal Bond , MFS Commodity Strategy, MFS Core Equity, MFS Corporate Bond, MFS Diversified Income,MFS Emerging Markets Debt, MFS Emerging Markets Debt Lcl Ccy, MFS Emerging Markets Equity, MFS Equity Income, MFS GA Municipal Bond, MFS Global Alternative Strategy, MFS Global Bond, MFS Global Equity, MFS Global Growth, MFS Global High Yield, MFS Global New Discovery, MFS Global Real Estate, MFS Global Total Return, MFS Government Securities, MFS Growth,  MFS High Income 529, MFS High Income, MFS High Yield Pooled, MFS Inflation-Adjusted Bond, MFS Instl International Equity, MFS International Growth, MFS International Intrinsic Value, MFS International New Discovery 529, MFS International New Discovery, MFS Limited Maturity 529, MFS Limited Maturity, MFS Low Volatility Equity, MFS Low Volatility Global Equity, MFS MA Municipal Bond, MFS Massachusetts Inv Gr Stk 529, MFS Massachusetts Inv Gr Stk, MFS Massachusetts Investors Tr 529, MFS Massachusetts Investors Tr, MFS MD Municipal Bond, MFS Mid Cap Growth 529, MFS Mid Cap Growth, MFS Mid Cap Value 529, MFS Mid Cap Value, MFS MS Municipal Bond, MFS Municipal High Income, MFS Municipal Income, MFS Municipal Limited Maturity, MFS NC Municipal Bond, MFS New Discovery, MFS New Discovery Value
MFS NY Municipal Bond, MFS Research, MFS Research International 529, MFS Research International, MFS SC Municipal Bond, MFS Strategic Income, MFS Technology, MFS TN Municipal Bond, MFS Total Return 529, MFS Total Return, MFS Total Return Bond 529, MFS Total Return Bond, MFS Total Return, MFS Utilities, MFS VA Municipal Bond, MFS Value 529, MFS Value, MFS WV Municipal Bond
Principal Sustainable Investment Management Strategy:
ESG Integration 
Summary: 

MFS may also consider environmental, social, and governance (ESG) factors in its fundamental investment analysis.

 

 

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments