MFS HERITAGE TRUST COMPANY (MHTC) COLLECTIVE INVESTMENT ...
MFS HERITAGE TRUST COMPANY (MHTC) COLLECTIVE INVESTMENT TRUST (CIT) MFS INTERNATIONAL GROWTH FUND - CLASS 1
Presented to
Bay County Employees' Retirement System
10 April 2018
FOR INSTITUTIONAL USE ONLY
39577.1 exp15Jan19
Presenters
Peter D. Loncto, CFA
Christopher J. Rooney, CFA
- Director, Investment Product Specialist - As an Investment Product Specialist, communicates investment policy, strategy and tactics, performs
portfolio analysis, and leads product development. - Joined MFS in 2007. - Previous experience includes 5 years as Senior Marketing Manager at Nicholas-Applegate Capital
Management; 3 years as Performance Analyst at State Street Bank and Trust Company. - Originally joined MFS in 1997 and departed the firm in 1999 to attend graduate school. Rejoined MFS
in 2007. - Affiliations include CFA Institute, CFA Society of Boston - Cornell University, MBA - Boston College, BA
- Associate Director, Global Client Group - As a Relationship Manager, responsible for the overall client experience including communicating
portfolio positioning, strategy, and performance attribution and ensuring that our clients' ongoing service needs are met. - Joined MFS in 2010; previous positions include Client Service Manager; RFP Analyst. - FINRA Series 7 & 63 - Affiliations include CFA Institute, CFA Society Boston - Hobart College, BA
For US Retirement Investors: These materials are directed at persons having professional experience related to investments and, if the investor is a retirement plan subject to ERISA or an IRA ("Retirement Investor"), using such materials in their role as a fiduciary to such Retirement Investor. When presenting its products and services, MFS relies on the exception in the Department of Labor's Fiduciary Rule for transactions with an independent fiduciary with financial expertise; such fiduciaries must be regulated financial institutions or manage at least $50 million. If you or your plan fiduciary (as applicable) does not meet the independent fiduciary requirements, please notify MFS. MFS does not provide impartial or fiduciary investment advice as to the selection and use of its products as MFS will receive compensation in connection with any purchase of its financial products and services (collectively, "products") which creates a potential conflict of interest.
MHTC MFS International Growth Fund (CIT)
872-I-CT-IG-4Apr18.ii
Table of contents
Contents
Tab
Corporate organization
1
Investment overview
2
Appendix
3
MHTC MFS International Growth Fund (CIT)
872-I-CT-IG-4Apr18.iii
MFS? overview
Integrated Research
We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.
Global Collaboration
Our team philosophy and incentive structure ensure strong collaboration across the firm.
Active Risk Management
We take a holistic approach to actively managing risk with reviews in place at security, portfolio and firm levels and a clear focus on generating alpha for our clients.
MHTC MFS International Growth Fund (CIT)
872-I-CT-IG-4Apr18.1
We apply a uniquely collaborative approach to build better insights for our clients
1
Business profile (USD)
491 billion total MFS AUM
Diversified client and asset base1
Assets Global equities EAFE/international equities US equities Regional equities Fixed Income2 Multi-strategy/Other
97.2 billion 105.7 billion 168.8 billion 32.0 billion 61.1 billion 26.2 billion
Assets Multi-Strategy (5%)
Fixed Income (12%)
Global equities (20%)
Regional equities (7%)
US equities (34%)
EAFE/ International equities (22%)
Institutional business by client type and region3
Regions
Client types ? Defined benefit/defined contribution ? Endowment and foundation ? Sovereign wealth fund/government agency ? Institutional platform/insurance subadvisory
North America (42%)
Asia Pacific (38%)
As of 31-Dec-17. 1 Data is rounded to the nearest figure. 2 Total fixed income assets, including non-dedicated fixed income mandates are 84 billion USD. 3 Represents global clients in institutional vehicles only.
EMEA (20%)
28452.19 ex31JAN19
Well-diversified business across clients, regions, and investment strategies
MHTC MFS International Growth Fund (CIT)
2
872-I-CT-IG-4Apr18.2
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