Custom Income™
When it comes to investing, one size doesn’t fit all – which is why our Custom Income Strategies (CIS) team partners with you to create solutions that aim to meet your specific objectives.
Investment Customized.
Custom Income Strategies (CIS) is dedicated to offering customized portfolios spanning across several strategies.
These portfolios straddle the divide between traditional institutional mandates and retail products that use Loomis Sayles’ leading credit research capabilities.
Customized. Collaborative. Flexible.
CIS team augments Loomis Sayles Alpha Engines to provide customized solutions designed to meet individual client needs. Spanning from minor guideline adjustments to major considerations, with client investment objectives at the core.
CIS Assets Under Management*
Cash Flow Matching
$15.95 B
*As of 12/31/2025
A team dedicated to solving distinct client objectives.
Watch to see how the Loomis Sayles Custom Income Strategies team meets the need for custom fixed income solutions.
The CIS Partnership Benefits
Solutions Approach
Dedicated investment team with a solutions approach.
Specialized Mandates
Focus on specialized mandates spanning insurance, buy & maintain, cash flow
matching, and private accounts.
Offer Expertise
Offer advisory, investment, relationship, and custom reporting expertise.
Partnership
Partner with product teams to augment their alpha engine to help meet client objectives.
Meet the CIS Managers
CIS is a team dedicated to offering customized portfolios spanning multiple strategies and risk tolerances. They take a collaborative approach to building diversified custom solutions based on client objectives, while leveraging Loomis Sayles’ distinguished fixed income teams, credit research capabilities and firm wide resources.
Pramila Agrawal, PhD, CFA
Head of Custom Income Strategies, Portfolio Manager
View Pramila’s Bio
Chris Harms
Co-Head of the Relative Return Team, Portfolio Manager
View Chris’s Bio
Dawn Mangerson
Head of Municipal Portfolio Management, Portfolio Manager
View Dawn’s Bio
Michael Frederikse, CFA
Associate Portfolio Manager
View Michael’s Bio
Zhen Ming, CFA, FCAS
Associate Portfolio Manager
View Zhen’s BioRecent Thought Leadership
Full Discretion Team Quarterly Credit Update
We believe the US economy will remain in the ‘Expansion to Late Cycle’ phase of the credit cycle, supported by easing Federal[…]
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's movements.
2026 Global Bond Credit Outlook: Q&A
What’s ahead for global credit in 2026? Loomis Sayles experts share why European investment grade bonds look resilient, and where to look[…]
Important Disclosures
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Investment vehicles may not be available to all investors and are subject to eligibility.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.