Loomis Sayles | Investor Profile | Sub-Advised Relationships

Our Approach

The Loomis Sayles Strategic Relationship Team takes a disciplined and consultative approach to helping institutional clients solve their evolving investment needs. We manage over $70 billion in assets for sub-advisory clients, which include banks, insurance companies, and global asset management firms. We offer an array of differentiated investment strategies, each with clear and consistent investment philosophies. We layer in our experience in providing highly customized portfolios to seek specific objectives and profiles, designed to fit client goals. Loomis Sayles serves these institutions as an investment manager across a diverse set of subadvisory channels.

Annie Schneidman Coleman, CFA

Head of Global Strategic Relationships Business Development

(617) 603-7201

Sub-Advisory Channels

Advisory Solutions

Mutual Funds

Variable Annuities

OCIO

Stable Value

Sub-Advisory Assets by Investment Strategy

$ 73.1 Billion as of 09/30/2024

Funds and their amounts
color in donut	fund	amount
	Large Cap Growth	$13B

	Investment Grade Intermediate Corporate Bond	$3.5B

	Core Plus Full Discretion	$8.8B

	Core Disciplined Alpha	$3.6B

	Core Fixed Income	$6.3B

	Global Bond	$2.7B

	Intermediate Duration Fixed Income	$5B

	Global Equity Opportunities	$7.7B

	All Cap Growth	$2.2B

	Global Credit Strategy	$3.6B

	Multisector Full Discretion	$2.5B

	Short Duration Fixed Income	$1.8B

	Core Plus Fixed Income	$1.9B

	Other**	$10.5B

**Other bucket is comprised of 21 Loomis Sayles strategies, each representing 1% or less of Loomis Sayles Sub-Advisory assets under management.

Our Approach

At the foundation of each sub-advisory partnership is a dedicated client team which utilizes a customized approach that focuses specifically on business strategy, relationship management and distribution support. The client team works holistically on the sub-advisory partnership to help maintain and grow a robust connection between our investment experts and the dynamic objectives of our clients.