MFS DC VIEW
This edition of DC View highlights trends across the defined contribution market and provides an update on regulatory news.
Investment Solutions Group Ravi Venkataraman, CFA, Kristen Colvin, CAIA, Peter Delaney, CFA, Jonathan Hubbard, CFA, Linda Nockler, Jamie Coleman, Bryan Potts, Sean Smith, CFA
Join MFS on the road
Join MFS September 14 and 15 in Half Moon Bay, Calif., to discuss the expanded role of retirement income in core menu investment design.
On November 5 and 6 in Boston, MFS’ global DC team will share insights from new proprietary retirement income research, including participant and retiree post-retirement objectives, misconceptions around income and savings and implications to plan design.
University Conference Services Mid-Sized Retirement and Healthcare Plan Management Conference
Join MFS September 27 through 30 in Austin, Tex., at the UCS Mid-Sized Retirement and Healthcare Plan Management Conference, where we’ll discuss the power of white- label investments and how they might help you optimize the plan participant’s experience.
On October 18 and 19 MFS will join fellow DCIIA members in New York at this annual event that brings together leading academics and innovative plan sponsors and practitioners for a series of panels on how to improve outcomes in defined contribution plans.
Women may need more retirement income because they live longer, but they might save less if they leave work to care for family
There has been continued regulatory advancement in the US.
DC View: April 2017 global edition
This global edition of DC Viewhighlights global trends across the defined contribution market and provides an update on regulatory news in various markets around the world.
Target date funds under the hood: The importance of fixed income diversification
Fixed income diversification is an important but often overlooked component of TDF asset allocation.
Fixed Income: Mitigating risk through active management
This white paper series highlights the MFS fixed income team’s benchmark-aware approach to fixed income investing, which provides important risk management discipline while addressing some of the issues associated with passively tracking an index.
Greg Jones, CFA
Consultant Relations team
Christopher (Topher) Callahan
Relationship Management team
The views expressed in this report are those of MFS® and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product.
Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.
This content is directed at investment professionals only.