MFS Institutional Advisors, Inc.

MFS Institutional Advisors, Inc.

MFS Institutional Advisors, Inc.

Date Founded




Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

MFS Institutional Advisors (MFSI) primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manage exposure to asset classes, markets, and currencies, primarily through the use of derivatives. MFSI utilizes various investment techniques to implement their investment strategies, including, but not limited to, long- and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter (OTC) derivatives or other methods. In addition, they may use exchange-traded and OTC derivatives to manage, currency or interest rate exposure. While MFSI may use derivatives for any investment purpose, MFSI generally uses derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate or currency exposure, or as an alternative to direct investments.

Contact Data
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Executives & Employees

Executive Chairman

President & Secretary

Chairman of the Board & Chief Investment Officer

Chief Compliance Officer

Fund Advisor

Fund Advisor

Research Analyst

Board of Directors

Fund Advisor at MFS Institutional Advisors, Inc.

Director at MFS Institutional Advisors, Inc.

Executive Officer at MFS International Growth LLC

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Advisors & Consultants

Deloitte & Touche LLP engages in the provision of auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. Its services include international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. Deloitte & Touche was founded on March 7, 1995 and is headquartered in New York, NY.


The purpose of the YMCA retirement fund is to support YMCAs by providing pension and welfare benefit programs to empower YMCA employees to achieve economic security during their working and retirement years, thereby resulting in loyalty to the YMCA movement.

Non-Profit Donations & Grants
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