MFS

MFS

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value for clients by allocating capital responsibly. That takes our powerful investment approach combining collective expertise, thoughtful risk management and long-term discipline. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

Maddi Forrester

Madeline Forrester

Madeline (Maddi) Forrester is a managing director and head of global consultant relations at MFS Investment Management (MFS).

Maddi joined MFS in 2014 as head of UK institutional business and assumed her current role in 2018. Prior to joining the firm, she oversaw the UK institutional business for AXA Investment Managers. Before that, she spent 16 years at Threadneedle Asset Management, where she served in a number of rules, including head of global institutional business. Earlier in her career, she worked as a fund manager for J.P. Morgan and as a fixed income sales professional for UBS.

Maddi earned her bachelor’s degree from the University of Oxford. She was previously DCIF Chair and is currently a council member of the Pensions Policy Institute.

Elaine Alston

Elaine Alston

Elaine Alston is a managing director of relationship management at MFS.

Elaine joined MFS in 2007, following nine years at Barclays Global Investors, where she served in a variety of roles, most recently client manager. She began her career in the financial services industry in 1991.

Elaine earned a Bachelor of Commerce degree from The University of Auckland and has a Diploma in Marketing from The Chartered Institute of Marketing (UK). She holds the Investment Management Certificate (IMC) from the Chartered Institute of Securities and Investment (CISI) and holds the CFA Institute Certificate in ESG Investing.

She was DCIF Chair in 2021 and now sits on the DCIF Advisory Board.

Kelly Tran

Kelly Tran

Kelly Tran is a managing director and head of UK and Ireland Sales at MFS.

Kelly joined MFS in 2021, following seven years with Newton Investment Management/Bank of New York Mellon, where she held a variety of roles including client director, commercial sustainability leader and head of UK sales. She also spent eight years at J.P. Morgan Private Bank managing multi asset portfolios for ultra-high net worth clients.

Kelly earned a Bachelor of Science degree from the London School of Economics & Political Science. She holds the Chartered Financial Analyst designation and is a steering committee member of CFA UK. She is also a steering committee member of the Diversity Project and co-chairs its Race & Ethnicity Group.

Greg Strelzow

Greg Strelzow

Greg Strelzow is a director of relationship management at MFS.

Greg joined MFS in 2020, following five years at Arrowstreet Capital where he served as a director of relationship management and business development. Prior to that he worked as a vice president of account management at PIMCO for eight years. He began his career in the financial services industry in 2004.

Greg earned a Bachelor of Science degree from the University of Southern California and a Master of Business Administration degree from London Business School.

Kim Crabtree

Kim Crabtree

Kim Crabtree is a director of relationship management at MFS.

Kim joined MFS in 2014, following twelve years at Legal & General Investment Management, where she served in a variety of roles. She began her career in the financial services in 2002.

Kim earned a Bachelor of Science degree from Rhodes University. She holds the Investment Management Certificate (IMC) and the CFA Society UK Certificate in ESG Investing.

The asset managers that make up the DCIF are committed to promoting investment best practice within DC pension schemes.