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Loomis, Sayles & Company
Traditional Asset Manager (as LP)
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm integrates deep proprietary research and risk analysis to make informed decisions, seeking value across traditional and alternative investments to pursue attractive, risk-adjusted returns.
Overview and Management
Establishment Year
1926
Mission
To provide clients with exceptional investment performance through a disciplined, research-driven approach that integrates ESG considerations and market dynamics.
Values
Integrity, collaboration, excellence
Investment Roles
General Partner (GP)
Participant Demographics
Serving institutional clients, mutual fund investors, retail investors, and financial advisors
Generational Wealth Planning
Risk Tolerance
Pursues attractive, risk-adjusted returns, indicating a balanced risk tolerance
References or Case Studies
Can provide insights like 'A Case for Core Plus Fixed Income Strategies in Defined Contribution Plans'
Team Experience
Leadership team composed of experienced professionals
Notable Achievements
$388.6 billion AUM
Project Track Record
Broad investment capabilities across asset classes
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations mentioned
privacyinquiries@loomissayles.com
Phone Number
617-482-2450
Address
Boston United States