Diversity

Marianne Winkelman
Fixed Income Trader

DIVERSITY: OUR MISSION

We recognize that delivering excellent performance depends on diversity—of people and perspectives. Loomis Sayles strives to attract, nurture and retain a dynamic staff that is talented and diverse. Our employees are the vital bridge between our workplace and the marketplace and the principal reason we are able to deliver such a high level of investment management services to our clients. We strive to:

• Be an employer of choice for top talent, regardless of background
• Create an environment that welcomes the full breadth of diversity
• Encourage employees to share their unique experiences, perspectives and ideas so that our firm’s worldview can be informed by their input

OUR COMMITMENT IN ACTION

Loomis Sayles’ diversity committee transforms the company’s commitment into action. The group is comprised of representatives from the major departments and includes two Board members. Examples of the firm's commitment to diversity include:

Long-range planning. Initiation of a multi-year diversity plan with the assistance of a leading consulting firm.

Talent development. The firm is a member of The Partnership, Inc., which provides leadership training, consulting services and networking for professional persons of color in Boston.

Work-life balance. Loomis Sayles has many programs and benefits designed to help our employees maintain a positive balance between their professional and personal lives. Examples are flexible work arrangements, childcare resources, elder care benefits and on-site work-life seminars.

Training. The firm provides harassment and diversity awareness training to management and all new hires.

Supplier diversity. We are members of the Supplier Diversity associations, and track our vendors to identify Minority Business Enterprises and WBE.

Charitable partnerships. Our Charitable Giving Committee supports programs in education, healthcare, social services and the arts, working with economically disadvantaged children and their families located in the urban areas in which we work and live. Our community partners represent and serve predominantly minority populations. The Committee will spend nearly $1 million on programs in 2009.

Internships. Loomis Sayles sponsors educational programs which serve minority populations. We are the primary sponsor of the following local initiatives:

Summer Search program selects promising high school sophomores and provides them with unique educational opportunities. We have hired Summer Search college interns since 2007.

Christo Rey Boston provides a college prep education to economically-disadvantaged youth from neighborhoods across Boston. Loomis Sayles hosts a student intern for the school year.

The Fenway High School Ventures program introduces 11th and 12th graders to business concepts and settings through both in-classroom instruction and offsite field research. Loomis Sayles participates in the cumulating six week, full time internship program for students in their senior year.

Loomis Sayles supports the Rose Kennedy Greenway Conservancy Green & Grow internship program, which provides participants with the opportunity to work in an urban green space during the summer in the areas of horticulture, park maintenance and event support.

Career training. As part of Project Hope's collaborative Community Partners in Health Professions program, Loomis Sayles employees conduct job training support for women who are new to or rejoining the work force.