In today’s markets, active management could be the difference between meeting client goals or falling short. It takes global research, long-term discipline and risk management to navigate complex markets and help advisors and clients pursue their goals.
Essential PartnershipSM
committed to advisors for nearly a century
Keeping clients on track and proving your worth can be challenging in all markets. Turn to MFS for programs to build your business and active funds aligned with your clients' long-term goals. Because having a partner who is there for you is essential.
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MFS Advisor EdgeSM
Resources and tools to help your business thrive.
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Explore our programs to help you build your ideal practice by creating successful teams and elevating your efficiency, client service and brand.
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Delve into strategies to grow your business by generating referrals, deepening relationships, connecting with the next generation and earning the trust of prospects.
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Discover customizable client materials and detailed action plans that can help address the needs of your clients and their families through every stage of life.
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Active Intelligence®
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Investing for the Long Term
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Diversified Portfolios
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Preparing Your Practice
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Educate Clients
Investing for the Long Term
Investment Insights to help manage portfolios for the long term.
Diversified Portfolios
Resources to help you build portfolios to navigate changing markets.
Investing Over Full Market Cycles Has Created Long-Term Value
Evaluating fund performance over full market cycles.
Value of Active Management - Fixed Income
MFS' fixed income funds active outperformance over the long term.
Preparing Your Practice
Strategies to help your business thrive in complex market environments.
8 Ways to Keep Yourself Client Relevant
Reinforce your value to clients with these eight easy-to-follow guidelines.
The Upside of Down Markets
A five step brochure to help advisors win with clients when the markets are losing.
Educate Clients
Materials to keep clients on track and calm their fears, particularly in challenging markets.
Market Declines: A History of Recoveries
As history has shown, recoveries have followed declines, and investors that have stayed invested for the long term may have benefited from the recovery.
Buy Low, Sell Why?
Help clients understand volatility, the importance of a long-term plan and keep emotions in check.
Market Corrections: Managing the Ups and Downs
Address clients' fears and show how stocks may add long-term potential to a portfolio.
10 Principles of Long-Term Investing Resilience Playbook
These investor approved pieces walk clients through the fundamentals of investing to help keep them calm and aligned with their goals during times of market volatility.
To help you build portfolios aligned with your client's financial goals and risk tolerance, MFS offers a wide range of strategies — all backed by our global research and risk-aware culture.