Name: This CEO is Hoping for Tax Cuts on Mutual Funds
Uploaded: 2025-08-28T15:05:00Z
Duration: 1 min 48 s
Description: Ted Maloney, CEO of MFS Investment Management, discusses how policies coming out of Washington are affecting their business strategy today and what kind of policies he’d like to see in the future.

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Ted Maloney, CEO of MFS Investment Management, discusses how policies coming out of Washington are affecting their business strategy today and what kind of policies he’d like to see in the future.

https://m.wsj.net/video/20250827/87b2a785-ecee-4426-b04d-0ae661008afa/1/hls/manifest-hd-wifi.m3u8

This CEO is Hoping for Tax Cuts on Mutual Funds

There's a lot of talk these days about what's coming out of Washington in terms of tariff policy, tax plans come the tax bill. What are the issues that you're looking at in Washington and they're affecting the mutual fund business and your company specifically, and what's on your wishlist when it comes to Washington?

Sure. So most importantly, when it comes to Washington, we've got a team of 300 plus investment professionals that are working all day in their areas of expertise to understand how even the slightest change on the margin of policies both in the US and around the world, can affect the long term cash flow generation of the companies whose stocks and bonds we invest in. And that's actually what's most critical. And the one where I'm probably the least equipped in the company to opine on because fortunately we've got this great team that can look at the constantly changing environment and make sure we're positioned for our clients. As we think about our industry, though, it actually does come back to what we were talking about before. The tax treatment of mutual funds is something that could be fixed at the congressional level, and there isn't a lot of appetite for that at the moment, but we think it would be a really great service to the end investor if mutual funds could be taxed on par with other strategies, we're fine if it doesn't, we're delivering ETFs, separately managed accounts, other ways to help our clients work through the tax structures. But that would be one thing that would be very near the top of our wishlist.

Are there forces on the other side maybe looking to have that not happen?

Sure, in the early stages of it, it would be revenue negative for the federal government. So in the environment where we're in, where that's, you know, the only revenue negative people are looking for is sort of headline tax cuts. To have sort of this subtle tax cut that people don't see the direct benefit of on the day that it happens. It's not a good headline.

This CEO is Hoping for Tax Cuts on Mutual Funds

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