Case Study MFS Investment Management

MFS is a premier global money management firm with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. The firm’s history dates back to March 21, 1924, but when they wanted to help advisors connect with younger Generation X and Y investors, MFS turned to Tippingpoint Labs.

Video: Getting the Digital Generation to "Like" the Market — A three-part video series highlighting different types of Generation X and Y investors. Watch the videos.

Charged with translating data points from a semi-annual dense study into a narrative of both relatable and actionable information for advisors, Tippingpoint Labs developed a three-part video series highlighting different types of Generation X and Y investors.

We effectively integrated the generational fears keeping younger investors out of the market and ways for advisors to overcome them. A 20-page eBook further expanded on the data points and advisor advice.

PDF: Getting the Digital Generation to "Like" the Market — Getting the Digital Generation to “Like” the Market PDF, eBook, and print collateral augment and expand upon the video content. View the PDF.

Getting the Digital Generation to "Like" the Market — Getting the Digital Generation to “Like” the Market PDF, eBook, and print collateral augment and expand upon the video content. View the PDF.

We are currently executing our next project with MFS, focusing on the results from their latest data study.