Creating Long-Term Value for (almost) 100 Years at MFS

Carol Geremia



Sponsored Insight


Episode: 287
December 15, 2022

Episode Description:

Today's sponsor insight is from MFS, the $528 billion asset managers founded in 1924 and credited with creating the first ever mutual fund.

Carol Geremia is the President and Head of Global Distribution, where she oversees the firm's worldwide client facing efforts and helps drive MFS' long-term corporate strategy. In her 37 years at MFS, Carol has served as the Co-Head of Global Distribution, President of the firm's Institutional Business, and President of MFS Retirement Services.

Our conversation covers Carol's early years at MFS, path to her current role, the firm's 100-year history, and its culture. We dive into the firm's research process, team structure, and strategic evolution, and then then turn to what Carol is hearing from investors, opportunities and risks, ESG, and driving change in the industry.

Show Notes
1:38 Carol’s background
4:53 Putting the client first
10:05 Skills for career growth
12:37 Working in a storied firm
13:54 Balancing conviction and flexibility
17:41 Long-term in every capacity
19:58 Ethos and beliefs of MFS
23:10 Collaboration and teamwork
26:20 The state of the world
29:01 Evolving beyond traditional products
32:18 Understanding and engaging clients
35:12 Expanding into alternatives
36:29 Opportunities and risks
42:45 Perspectives on leadership
48:54 Closing questions

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