MFS Investment Management Executive and Leadership Team

Ravi Perera, the Chief Executive Officer at MFS Investment Management, directs the overarching strategic vision for this global asset manager. Perera architects long-term growth initiatives while ensuring the firm maintains the rigorous research standards established in 1924. By aligning investment philosophy with client objectives, the Chief Executive Officer fosters a culture of active management excellence. Perera oversees the integration of global investment offices, ensuring consistent performance across diverse financial markets. This leadership role involves constant collaboration with the Board to refine corporate governance and market positioning. Through the implementation of disciplined investment frameworks, Ravi Perera drives the firm toward sustainable financial outcomes. Ultimately, Perera secures the competitive advantage of the organization by prioritizing deep fundamental analysis and client-centric solutions in every major market.

Sally Choo, the Chief Executive Officer & Senior Managing Director, Mfs International & , Ex (Singapore, Asia, Japan) at MFS Investment Management, directs all strategic operations across the Asia-Pacific region. Choo architects expansion efforts within Singapore, Japan, and broader Asian markets to capture emerging investment opportunities. By overseeing regional investment teams, the Chief Executive Officer & Senior Managing Director, Mfs International & , Ex (Singapore, Asia, Japan) ensures that local market insights integrate seamlessly into the global asset management framework. This role involves managing complex regulatory environments and building strong institutional relationships throughout the region. Sally Choo drives the firm's commitment to active management by tailoring investment strategies to the unique needs of Asian clients. Through consistent operational oversight, Choo strengthens the firm's footprint in these critical financial hubs while maintaining the high standards of the global organization.

Amrit Kanwal, the Chief Financial Officer at MFS Investment Management, directs the financial health and fiscal strategy of the global asset manager. Kanwal architects robust budgeting processes and capital allocation plans that support the firm's long-term investment objectives. By overseeing financial reporting and regulatory compliance, the Chief Financial Officer ensures transparency and stability across all international offices. This role involves managing the firm's balance sheet and optimizing resource distribution to fuel growth in key markets. Amrit Kanwal drives the strategic planning process, providing the data-driven insights necessary for the executive team to make informed decisions. Through rigorous financial oversight, Kanwal mitigates risk and enhances the firm's overall profitability. Ultimately, the Chief Financial Officer maintains the fiscal integrity required to uphold the reputation of the firm as a premier global investment institution.

Caroline Martin, the Ice Data Services President & Chief Operating Officer at MFS Investment Management, directs the operational efficiency and data service delivery for the firm's investment platforms. Martin architects streamlined processes that enhance the speed and accuracy of data processing for global investment teams. By overseeing the operational infrastructure, the Ice Data Services President & Chief Operating Officer ensures that the firm's services meet the rigorous demands of modern financial markets. This role involves managing the intersection of data services and operational execution to optimize performance. Caroline Martin drives the integration of new data technologies into existing workflows, increasing the firm's capacity to handle complex investment portfolios. Through the management of operational scale, Martin supports the firm's commitment to excellence in asset management. Ultimately, the Ice Data Services President & Chief Operating Officer ensures that the firm's operational foundation remains robust and scalable.

Carol Geremia, the President & Global Co-Head of Distribution at MFS Investment Management, directs the firm's global sales and client relationship strategies. Geremia architects distribution channels that connect the firm's investment products with institutional and retail clients across the world. By overseeing global distribution teams, the President & Global Co-Head of Distribution ensures that the firm's market reach expands consistently while maintaining strong client retention. This role involves coordinating with investment leaders to align product offerings with evolving market demands. Carol Geremia drives the firm's growth by identifying new opportunities for market penetration and strengthening existing partnerships. Through the execution of comprehensive distribution strategies, Geremia ensures that the firm's investment expertise reaches a diverse global audience. Ultimately, the President & Global Co-Head of Distribution secures the firm's market position by fostering deep, long-term relationships with clients and partners.

David Dilorenzo, the Fund President at MFS Investment Management, directs the performance and strategic management of the firm's diverse fund offerings. Dilorenzo architects investment strategies that align with the specific objectives of each fund, ensuring consistent value creation for shareholders. By overseeing the day-to-day operations of the funds, the Fund President ensures that investment teams adhere to the firm's disciplined research process. This role involves monitoring fund performance and communicating results to stakeholders to maintain transparency and trust. David Dilorenzo drives the optimization of fund structures to enhance returns and manage risk effectively in volatile markets. Through the active management of fund portfolios, Dilorenzo supports the firm's overall mission of delivering long-term financial success. Ultimately, the Fund President ensures that every fund under the firm's management meets the high standards of excellence expected by clients.

Jey Amalraj, the Chief Technology Officer at MFS Investment Management, directs the digital infrastructure and technological innovation required for global asset management. Amalraj architects scalable platforms that support complex data analysis and high-frequency investment research. By overseeing the development of proprietary software, the Chief Technology Officer ensures that investment teams possess the tools necessary for superior decision-making. This role involves managing cybersecurity protocols and cloud-based systems to protect sensitive financial data across all global offices. Jey Amalraj drives the modernization of internal workflows, increasing operational efficiency and reducing latency in trade execution. Through strategic investment in emerging technologies, Amalraj supports the firm's mission to provide consistent, long-term value to clients. Ultimately, the Chief Technology Officer maintains the technological edge that allows the firm to navigate volatile financial markets with precision and speed.

Jeanine Thomson, the Chief Information Officer, Co Equity (Asia) at MFS Investment Management, directs the information systems and data architecture supporting equity research in Asian markets. Thomson architects data-driven frameworks that allow investment professionals to synthesize complex market information into actionable insights. By overseeing the integration of regional equity data, the Chief Information Officer, Co Equity (Asia) ensures that the firm maintains a competitive advantage in the fast-paced Asian financial landscape. This role involves managing the flow of critical information between global offices and regional hubs to ensure consistency in investment strategy. Jeanine Thomson drives the adoption of advanced analytics to improve equity performance and risk management. Through the optimization of information systems, Thomson supports the firm's commitment to active management. Ultimately, the Chief Information Officer, Co Equity (Asia) ensures that data integrity remains the foundation of every investment decision.

Anne Marie Bernard, the Chief Human Resources Officer at MFS Investment Management, directs the talent acquisition and organizational development strategies for the global workforce. Bernard architects programs that attract and retain top-tier investment professionals and financial analysts. By overseeing performance management and leadership development, the Chief Human Resources Officer ensures that the firm maintains a high-performance culture aligned with the core mission of active asset management. This role involves fostering an inclusive environment that supports collaboration across international offices. Anne Marie Bernard drives initiatives that promote employee engagement and professional growth, ensuring the firm remains an employer of choice in the finance industry. Through the implementation of strategic human capital policies, Bernard supports the firm's ability to deliver consistent results for clients. Ultimately, the Chief Human Resources Officer cultivates the talent necessary to sustain the firm's long-term success.

Heidi Hardin, the Executive VP & General Counsel at MFS Investment Management, directs the legal and regulatory affairs for the global asset manager. Hardin architects compliance frameworks that navigate the complex legal landscapes of international finance. By overseeing the legal department, the Executive VP & General Counsel ensures that all investment activities adhere to the highest standards of integrity and regulatory requirements. This role involves providing strategic counsel to the executive team on risk management and corporate governance. Heidi Hardin drives the firm's commitment to ethical conduct by implementing rigorous internal policies and monitoring global regulatory changes. Through the management of legal risks, Hardin protects the firm's reputation and ensures the stability of its operations. Ultimately, the Executive VP & General Counsel provides the legal foundation that allows the firm to pursue its investment mission with confidence and transparency.