Browsing Tag
MFS Investment Management
13 posts
Plan Sponsors Lean on Fixed Income, Inflation Protection to Boost Retirement Readiness
DC plan sponsors are making changes to their benefits to set workers up for retirement success, a new study from MFS finds
Corporate Roundup: MFS Appoints CIO, Savvy Expands Wealth Management Team
MFS welcomes new CIO, Savvy brings in three advisors to its wealth management business, and more
Lack of Participant Confidence Among Leading Retirement Issues in 2024
A newly-released MFS report finds a shortage in retirement confidence among participants, and highlights what employers are doing to mitigate it
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable
As High Inflation Enters Third Year, Americans Rethink Retirement
A survey released today by MFS finds 60% of workers are reshaping their thinking around retirement
Client Material: Combining Retirement Accounts
Advisors: Help clients understand potential benefits of consolidating their retirement accounts
Corporate Roundup: MFS and LAM Moves, Ameritas Sales Growth, and More
MFS and Lazard Asset Management announce new hires, while Ameritas reports a large sales growth and Strongpoint Partners reveals their latest partnership
Inflation, Market Uncertainty Could Trigger a 2023 Recession
MFS explores some of the top retirement outlooks for 2023, including a potential recession, ESG in retirement plans and a focus on TDFs
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.