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Research, regulations, returns and trends in DC

MFS has a long history of integrating ESG factors, along with other material factors, into our investment process and portfolios. This paper explores how we seek to engage with companies and ensure they are managed for long-term value creation.

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.

This paper discusses investment vehicle selection in DC plans with particular focus on the growing use of collective investment trusts (CITs) and highlights some of the important decisions plan sponsors should consider when implementing a CIT.