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This general information is provided by and used with the permission of this manager. It may not contain information about the Pacific Select Fund portfolios or the MFS Variable Insurance Trust portfolios managed by this manager. Pacific Select Fund portfolios are available only through Pacific Life's and its affiliates' variable products. The MFS Variable Insurance Trust portfolio listed below is available through Pacific Life's variable life insurance products. MFS Variable Insurance Trust is not affiliated with Pacific Life.
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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 process, known as MFS Original Research® since 1932, when we established one of the first in-house research groups in the industry. We believe this fundamental bottom-up Original Research is the most effective process to take advantage of investment opportunities in capital markets across all asset classes around the world.
Here's how our global research team of 160 investment management professionals works to deliver consistent returns:
Constant communication enables our analysts and portfolio managers to exchange opinions and challenge ideas in a spirit of collaboration.
Our 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
At MFS, we hire talented individuals and allow them to work in an environment that fosters teamwork. We believe 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
- Our global research team covers the world through their offices in five international cities - Boston, London, Mexico City, Singapore, and Tokyo
- We invest in securities in more than 60 countries
- Based in Boston, Massachusetts
- Approximately $183 billion in assets under management as of June 30, 2008
Portfolios Managed
Pacific Select Fund
MFS Variable Insurance Trust
Data as of December 31, 2007.
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.
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