Loomis, Sayles & Company

Loomis Sayles's mission is to be a trusted fiduciary partner to its clients, helping them achieve their financial objectives through disciplined investment processes that result in superior long-term performance and exceptional investment solutions. The firm strives to be one of the world’s premier active managers, placing client goals at the center of all actions.

We have the rich resources, diverse investment expertise, and collaborative decision-making processes to think broadly and act decisively. Because that is what we believe it takes to deliver alpha – now and in the future.”

– Kevin Charleston, Chairman and Chief Executive Officer

Founded

1926

Headquartered

Boston, MA, USA

Expertise

Actively managed equity, fixed income, alternative investments and private credit

AUM

USD 388.6B as of September 30, 2024

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Approach: Think Broadly. Act Decisively.

Alpha is a rare commodity, but there is more than one way to mine it. Loomis Sayles’s investment teams are empowered to pursue alpha in their own distinct ways. Backed by deep proprietary research and integrated risk analysis, every team looks to take prudent risks when deep insight creates a legitimate informational or analytical edge.

Fixed income: $285.5B Equity: $103B

Serving clients with integrity and a global perspective since 1926.

Research

The foundation of performance. Proprietary research lies at the heart of every Loomis Sayles investment strategy. More than half of the firm’s investment professionals are dedicated to this critical dimension of investment management. These dedicated experts provide the market and issuer-specific insight essential to supporting Loomis Sayles's investment teams across a wide range of investment strategies.

Macro views

Investment Outlook: Loomis Sayles

Investor sentiment should stay strong as central banks ease, inflation lowers, and AI transforms, explains Loomis Sayles.

Fixed income

Where does fixed income go from here?

Three veteran fixed income managers answer questions on investors’ minds, especially after the Fed’s interest rate cut.

Fixed income

Will Government Debt be the Next Big Thing for Bond Markets?

The global bond markets, traditionally focused on monetary policies, are shifting towards fiscal challenges as governments grapple with increased debt-to-GDP ratios post-COVID.

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Learn more about our affiliated investment managers or a specific investment strategy.

Assets under management (“AUM”) as of September 30, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

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Approach: Think Broadly. Act Decisively.

Fixed income: $285.5B Equity: $103B

Serving clients with integrity and a global perspective since 1926.

Research

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