Investment
Customized.
Helping our clients meet their distinct goals is at the center of everything we do. Our managed account solutions are designed to help you meet your clients’ needs including customization, transparency and greater tax efficiency.
Managed Account Platform
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EQUITY
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MUNICIPAL BONDS
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TAX CONSIDERATIONS
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MUNICIPAL & TAXABLE BLEND
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ENVIRONMENTAL, SOCIAL AND GOVERNANCE
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TAXABLE CORE FIXED INCOME
The complexity of wealth management requires partnership with an asset manager that can pair global investment expertise with a clear understanding of your objectives and has the tools to help you deliver solutions to your clients. We proudly offer our managed account clients a spectrum of investment strategies designed to meet their growing objectives, including consistent return potential.
We can help you meet your client’s goals in two distinct ways:
MANAGED ACCOUNTS READY FOR YOU
We offer a comprehensive suite of innovative investment strategies that span equity, taxable fixed income and tax-exempt fixed income. Our investment strategies harness our renowned global research capabilities and are managed by long-standing teams of tenured investment professionals.
CUSTOM MANAGED ACCOUNTS
Our Custom Income Strategies team partners directly with you to design tailored fixed income strategies that aim to generate specific outcomes within the following dimensions: Investment Horizons, Asset Class Exposure, ESG Screening, Tax Efficiency.
Custom Income™
The Custom Income Strategies (CIS) team is dedicated to managing customized complex portfolios for fixed income managed account clients. In short, the CIS team works with you to offer a distinct, alpha generating solution that seeks to meet your specific needs.
Using a proprietary outcome-oriented framework, CIS collaborates with clients to design solutions tailored to their specific guidelines. With expertise in combining municipals and taxable allocations, CIS’s solutions can be customized across the spectrum of asset classes, maturities and credit quality. The team then overlays investment strategies to offer tax efficiency, ESG constrains or a number of other custom objectives.
EXAMPLE OF OUTCOME-ORIENTED INVESTING
Sample | Average Quality | % in High Yield | % in Agency MBS | % in Securitized Credit | % in Emerging Markets | % in Municipals | % in Subordinated Debt |
|---|---|---|---|---|---|---|---|
| Conservative | A3 | 0% | 20% | 10% | 5% | 20% | 5% |
| Moderate | BAA1 | 5% | 10% | 15% | 10% | 10% | 10% |
| Enhanced | BAA2 | 10% | 0% | 20% | 15% | 5% | 15% |
Source: Loomis Sayles.
The chart presented above is shown for illustrative purposes only as a sampling output of three different model portfolios. Some or all of the information on this chart may be dated, and, therefore, should not be the basis to purchase or sell any securities. The information is not intended to represent any actual portfolio. Scenario analysis has inherent limitations and should not be viewed as predictive of future events. It relies on opinions, assumptions and mathematical models, which can turn out to be incomplete or inaccurate. Actual results will be different. Any investment that has the possibility for profits also has the possibility of losses.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Past performance is no guarantee of future results.
Why Loomis Sayles?
We rely on deep fundamental research, integrated risk analytics and experienced investment professionals to offer a wide array of investment solutions to help fulfill the objectives of our clients.
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LEVERAGE INSTITUTIONAL EXPERTISE IN A PRIVATE ACCOUNT FRAMEWORK -
LONG-STANDING ACTIVE MANAGEMENT APPROACH -
DEDICATED TEAM FOCUSED ON SPECIALIZED MANDATES -
DETAILED, THOUGHTFUL AND PERSONALIZED CLIENT FOCUS
Foundation for Custom Alpha™
- CREDIT RESEARCH
- EQUITY
- MACRO STRATEGIES
- MORTGAGE & FINANCE
- QUANTITATIVE RISK ANALYSIS
- TRADING
- ESG
- INVESTMENT RISK OVERSIGHT
- TECHNOLOGY
- BUSINESS INFRASTRUCTURE
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CREDIT RESEARCH
Seeking alpha generation through differentiated insights
Providing insight and differentiated perspectives across the credit classes, risk spectrum and capital structure
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EQUITY
Driving alpha potential through independent thinking
Active long-term strategies built on differentiated non-consensus insight
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MACRO STRATEGIES
Focused insights for investment team impact
Tailor-made research and data driven assessments of global macro investment conditions, opportunities and risks
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MORTGAGE & FINANCE
Potential opportunities outside traditional asset classes
Seeking to uncover hidden alpha potential in complex structured markets
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QUANTITATIVE RISK ANALYSIS
Bringing together the art and science of investing
Generating signals that can help identify risk patterns and opportunities
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TRADING
Beyond trade execution
+50 trading professionals integrated within all investment processes every step of the way
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ESG
Integrate and engage
Training and tools for investment teams to assess material ESG factors
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INVESTMENT RISK OVERSIGHT
Ensuring investment teams are focused on meeting client needs & expectations
A common foundation underlying all strategies:
- Sound philosophy
- Incorporated ESG factors
- Proprietary research
- Rigorous, repeatable process
- Integrated risk management
- Disciplined portfolio construction
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TECHNOLOGY
Translating data into insight
Tapping the power of our proprietary In2! technology platform, integrating more than 5 billion data points each day
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BUSINESS INFRASTRUCTURE
Legal, compliance, technology, operations, distribution, marketing, relationship management & client services managed by centralized teams so that our investors may remain focused on alpha generation
Meet The Team
