MFS Investment Management (MFS)
5 posts
MFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund.
Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
March 18, 2024
Client Material: Combining Retirement Accounts
Advisors: Help clients understand potential benefits of consolidating their retirement accounts
May 16, 2023
Navigating Common Retirement Savings Pitfalls
When most people start on their retirement savings journey, the path can seem straightforward. However, life often throws…
November 1, 2022
The role of third-party ESG ratings providers in the fund selection process
While ratings can be a helpful tool to identify and understand potential ESG risks and opportunities, we believe they should be just one of several tools used to implement ESG investing.
October 6, 2021
Rethinking the Role of Fixed Income Along the Retirement Savings Journey: From Theory to Practice
We believe that target date funds should align with evolving participant objectives, and fixed income plays a critical role in managing risk.
September 8, 2021