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This general information pertains to the manager responsible for the day-to-day management of the portfolio(s) available through Pacific Life’s variable products and the information presented may not relate specifically to the available portfolio(s). The information is provided by and used with the permission of this manager.
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Massachusetts Financial Services Company (doing business as MFS Investment Management) ("MFS") and its predecessor organizations have a history of money management dating from 1924 and the founding of the first mutual fund, Massachusetts Investors Trust. With its invention, the firm helped make the U.S stock market, previously the exclusive domain of the wealthy, accessible to the average investor. Today, that commitment to putting investors first remains evident in everything about the firm.
Investment Philosophy
MFS has followed a disciplined, bottom-up security-selection since 1932, when they established one of the first in-house research groups in the industry. MFS believes this fundamental bottom-up research process is the most effective way to take advantage of investment opportunities in capital markets across all asset classes around the world.
Here's how MFS global research team of 160 investment management professionals works to deliver consistent returns:
Constant communication enables MFS analysts and portfolio managers to exchange opinions and challenge ideas in a spirit of collaboration.
The portfolio managers construct diversified portfolios by taking the analysts’ recommendations, drawing on their own experience, and using that combined knowledge to select securities that match their portfolio’s investment discipline.
MFS’ quantitative teams help the managers ensure that the risk levels they assume are appropriate for their portfolios’ objectives.
A Culture of Teamwork
MFS hires talented individuals and allow them to work in an environment that fosters teamwork. MFS believes no single individual can ever have a monopoly on good ideas and the best investment ideas usually emerge from the rigorous discussions and analysis that occur with effective teams.
Attributes
- 15 offices around globe
- MFS global research team covers the world through their offices in six international cities - Boston, London, Mexico City, Singapore, Sydney, and Tokyo
- MFS invest in securities in more than 60 countries
- Based in Boston, Massachusetts
- Approximately $134 billion in assets under management as of December 31, 2008
Portfolios Managed
Pacific Select Fund
MFS Variable Insurance Trust
Data as of December 31, 2008.
Special risks such as currency fluctuations and political changes should be considered with international investing.
Although some portfolios may have names or investment objectives that resemble retail mutual funds managed by the portfolio manager, these portfolios will not have the same underlying holdings or performance as the retail mutual funds.
You should carefully consider a variable life insurance product’s risks, charges, limitations and expenses, as well as the risks, charges, expenses and investment objectives of the underlying investment options. The accompanying product and underlying fund prospectuses contain this and other information about Pacific Life. Read them carefully before investing or sending money..
Sector portfolios may be subject to greater price volatility.
Pacific Life Insurance Company is licensed to issue individual life insurance and annuity products in all states except New York. Product availability and features may vary by state.
Pacific Select Fund portfolios are available only through Pacific Life Insurance Company's and Pacific Life & Annuity Company's variable products.
Shares of MFS Variable Insurance Trust are distributed by
MFS Fund Distributors, Inc.
The MFS Variable Insurance Trust is not affiliated with Pacific Life.
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