MFS Investment Management is a global asset management firm offering a range of investment products, including mutual funds, retirement solutions, and institutional services. Founded in 1924, MFS focuses on active, research-driven investment strategies to help clients grow and protect capital over the long term. The firm emphasizes collaboration, disciplined risk management, and responsible investing to deliver value for investors worldwide.
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.