Managed Accounts
We believe the complexity of wealth management requires partnership with an active asset manager that can pair global investment expertise with a clear understanding of your client objectives to help you deliver customized solutions to your clients and the flexibility to navigate these evolving market dynamics.
$47.1B
Assets Under Management
22K
Loomis Sayles Managed Accounts
Numbers as of 9/30/2025
Managed Account Assets
At a Glance
We offer advisors the solutions to better tailor portfolios to the specific needs of their clients across equity, fixed income, and custom income strategies.
$47.1+ Billion
Managed Account Assets
22,000+
Loomis Sayles Managed Accounts
-
Growth Equity Strategies
$34.1 Billion AUM -
Fixed Income (Taxable)
$7.6 Billion AUM -
Fixed Income (Tax-Exempt)
$5.2 Billion AUM -
Small /Mid Cap
$261.3 Million AUM
Featured Alpha Engine
Growth Equity Strategies Team
The team offers three managed account solutions that takes a long-term, private equity approach, underpinned by a differentiated investment philosophy and supported by a proprietary seven-step research framework.
Large Cap Growth
Seeks to produce long-term, excess returns vs. the Russell 1000 Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection
Global Growth
Managed Account Strategies
We proudly offer our managed account clients a spectrum of equity, fixed income and custom income strategies designed to meet client’s growing and distinct investment objectives.
Equity Managed Accounts
Our equity managed account solutions are designed to help you meet your client’s needs including customization, transparency and tax efficiency.
Fixed Income Managed Accounts
Loomis Sayles offers a wide range of fixed income managed account solutions that allow you to customize and tax-efficiently manage portfolios for your clients to achieve their distinct fixed income investment goals.
Taxable & Tax-Exempt.
View all fixed income
accounts below.
Custom Income Strategies
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.
Filter:
Clear All15 Managed Accounts
| Product Name | Team |
|---|---|
| Core Fixed Income Managed Account | Relative Return |
| Core Fixed Income with Securitized Asset Fund Managed Account | Relative Return |
| Core Municipal Bond Managed Account | Municipal Bond |
| Core Plus Fixed Income Managed Account | Relative Return |
| Core Total Return Managed Account | Relative Return |
| Global Growth Managed Account | Growth Equity Strategies |
| Government Only Managed Account | |
| Government/Credit Managed Account | Relative Return |
| Intermediate Duration Fixed Income Managed Account | Relative Return |
| Intermediate Municipal Bond Managed Account | Municipal Bond |
| International Growth Managed Account | Growth Equity Strategies |
| Investment Grade Bond Managed Account | Full Discretion |
| Large Cap Growth Managed Account | Growth Equity Strategies |
| Short Government Managed Account | |
| Small/Mid Cap with Managed Accounts | Small Cap Value |
Why Managed Accounts?
Institutional-Grade Investment Solutions
Advisors have the opportunity to deliver institutional risk management, market access, and execution in each client account.
Customization
Help you deliver customized solutions that are aligned with your clients’ investment objectives and value preferences.
Active Tax Management
Help your clients meet their individual tax situation and objectives through active tax-management, including tax-loss harvesting.
Featured Insights
Auto Sector Under Pressure: Tariffs, Strategies and Outlook
Andrew Henwood, from the Loomis Sayles Disciplined Alpha Team, discusses the impact of tariffs on autos and evaluating credit risk in an[…]
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.
Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence bond spreads[…]
Additional Resources
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
Connect with Our Managed Account Experts
Connect with our Managed Account experts about how to bring our solutions to your clients. We look forward to hearing from you.
Joshua Bogen, CIMC
Director, Advisory Distribution
Trevor Davock
Advisory Consultant East
Andrew Scheirer
Portfolio Specialist, Advisory Distribution
Important Disclosure
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.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
Key Risks: Equity Risk, Credit Risk, Issuer Risk, Interest Rate Risk, Currency risk, Derivatives Risk, Leverage Risk, Counterparty Risk, Prepayment Risk, Extensions Risk, Non-Diversified Risk, Municipal Securities Risk, Models and Data Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.