In 1924, MFS launched the US' first open-end mutual fund. More than 100 years later, we are a full-service global investment manager serving financial advisors, intermediaries, and institutional clients around the world. Our time-tested, active investing approach combines collective expertise, long-term discipline and thoughtful risk management to uncover what we believe are the best investment opportunities in the public markets.
Retirement at a Glance
Keep Informed with DC Retirement Insights
2024 MFS DC Plan Sponsor Survey: Building Better Outcomes
Explore the results of MFS' 2024 MFS DC Plan Sponsor Survey! The findings explore key topics such as plan sponsor confidence, retirement income, investment menus, and plan design. New this year, we introduce the MFS Workplace Retirement Readiness Indicator—our proprietary scoring framework designed to measure participant confidence based on a series of targeted responses.
Living to 100: Retirement Implications to Consider
As MFS® celebrates its 100th year, we reflect on what effect living to 100 years of age may have on retirement planning and potential outcomes.
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.
Client Material: Combining Retirement Accounts
Advisors: Help clients understand potential benefits of consolidating their retirement accounts
Navigating Common Retirement Savings Pitfalls
When most people start on their retirement savings journey, the path can seem straightforward. However, life often throws…
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.
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.