This episode is a perfect example of one where I get to use the podcast as my own research lab and learn right along side of you. Environmental, Social & Governance investments, or ESG or is it ES&G strategies, is a new topic here on the podcast and one that i have been looking forward to exploring. Their popularity seems to have ebbed and flowed in the 401(k) investment world, but as a strategy it is defiantly here to stay. My guest, Sean Kenney, A CFA and Managing Director for MFS Investment Management is, as you will hear, incredibly knowledgable and passionate about all things ESG. We hit on a few familiar themes such as whether the decision to add an ESG strategy or strategies to your workplace retirement plan should be done by evaluating different products or through a broader process. We also discuss who in your population ESG might appeal to, the fiduciary and regulatory implications for offering ESG investments in your plan and close with some solid takeaways and next steps for employers.
Guest Bio
Sean M. Kenney, CFA, is a managing director and head of Defined Contribution at MFS Investment Management® (MFS®). He leads a team focused on selling MFS investment products through retirement plans, advisors, consultants and recording keeping platforms.
Sean joined MFS in 2004, first working in the Retirement Services Division. He subsequently held various distribution roles within the firm. From 2008 to 2017, he served as a managing director of Institutional Sales. In this role, he was responsible for leading the firm’s sales efforts involving institutional investors in the eastern United States.
Sean graduated magna cum laude from Assumption College with a major in economics. He earned an MBA from the Massachusetts Institute of Technology (MIT). He holds the Chartered Financial Analyst designation and is actively involved in numerous industry groups.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!
