MFS Institutional Advisors (MFSI) provides investment advisory services to institutional investors and managed account programs. MFSI manages separate accounts and sub-advises pooled investment vehicles. MFSI also offers non-discretionary model portfolio delivery services. MFSI's clients are primarily pension plans, charitable organizations, corporations, and other institutions. MFSI may consider environmental, social, and governance (ESG) factors in its investment analysis.
Fee Structure
MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.