Why us

Who
we are.

Who we are.

CIS TEAM

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WHY LOOMIS SAYLES?

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  • LEVERAGE INSTITUTIONAL EXPERTISE IN A PRIVATE ACCOUNT FRAMEWORK
    LEVERAGE INSTITUTIONAL EXPERTISE IN A PRIVATE ACCOUNT FRAMEWORK
  • LONG-STANDING ACTIVE MANAGEMENT APPROACH
    LONG-STANDING ACTIVE MANAGEMENT APPROACH
  • DEDICATED TEAM FOCUSED ON SPECIALIZED MANDATES
    DEDICATED TEAM FOCUSED ON SPECIALIZED MANDATES
  • DETAILED, THOUGHTFUL AND PERSONALIZED CLIENT FOCUS
    DETAILED, THOUGHTFUL AND PERSONALIZED CLIENT FOCUS
WHY LOOMIS SAYLES?

FOUNDATION FOR ALPHA

  • CREDIT RESEARCH
    CREDIT RESEARCH

    Alpha generation through differentiated insights

    Providing insight and differentiated perspectives across the credit classes, risk spectrum, and capital structure

  • EQUITY
    EQUITY

    Driving alpha through independent thinking

    Active long-term strategies built on differentiated non-consensus insight

  • MACRO STRATEGIES
    MACRO STRATEGIES

    Focused insights for investment team impact

    Tailor-made research and data driven assessments of global macro investment conditions, opportunities and risks

  • MORTGAGE & FINANCE
    MORTGAGE & FINANCE

    Opportunities outside traditional asset classes

    Uncovering hidden alpha in complex structured markets

  • QUANTITATIVE RISK ANALYSIS
    QUANTITATIVE RISK ANALYSIS

    Bringing together the art and science of investing

    Generating signals that can identify risk patterns and opportunities

  • TRADING
    TRADING

    Beyond trade execution

    +50 trading professionals integrated within all investment processes every step of the way

  • ESG
    ESG

    Integrate and engage

    Training and tools for investment teams to assess material ESG factors

  • INVESTMENT RISK OVERSIGHT
    INVESTMENT RISK OVERSIGHT

    Ensuring investment teams are meeting client needs & expectations

    A common foundation underlying all strategies:

    • Sound philosophy
    • Rigorous, repeatable process
    • Proprietary research
    • Disciplined portfolio construction
    • Integrated risk management

     

  • TECHNOLOGY
    TECHNOLOGY

    Translating data into insight

    Tapping the power of our proprietary In2! technology platform, integrating more than 5 billion data points each day

  • BUSINESS INFRASTRUCTURE
    BUSINESS INFRASTRUCTURE

    Allowing investors to remain focused on alpha generation

    Legal, compliance, distribution, marketing, relationship management, & client services

MEET THE TEAM

Joshua Bogen, CFA ESG
Joshua Bogen, CFA ESG
Director, Managed Accounts Strategies
Jessica Hill
Jessica Hill
Private Wealth Advisor
Andrew Scheirer
Andrew Scheirer
Managed Accounts Portfolio Specialist
Pramila Agrawal, PhD, CFA
Pramila Agrawal, PhD, CFA
Portfolio Manager, Director of Custom Income Strategies
Michael Frederikse, CFA
Michael Frederikse, CFA
Investment Analyst
Zhen Ming, CFA, FCAS
Zhen Ming, CFA, FCAS
Research Analyst
Ruoyu Wang, PhD, CFA
Ruoyu Wang, PhD, CFA
Senior Research Analyst
Ian Anderson
Ian Anderson
Portfolio Manager, Agency MBS Strategist
John Bell
John Bell
Elisabeth Colleran
Elisabeth Colleran
Andrea DiCenso
Andrea DiCenso
Carol Embree
Carol Embree
Christopher Harms
Christopher Harms
Portfolio Manager, Co-Head of the Relative Return Team
Dawn Mangerson
Dawn Mangerson
Portfolio Manager, Head of Municipal Portfolio Management
Alessandro Pagani
Alessandro Pagani
Portfolio Manager, Head of Mortgage & Structured Finance
Rick Raczkowski
Rick Raczkowski
Portfolio Manager, Co-Head of the Relative Return Team
Todd Vandam
Todd Vandam