NIM-os GLOBAL^™

Differentiator: Customization & White Glove Client Service

Clients of NIM-os GLOBAL™ work with our dedicated client success team, which is comprised of a senior client experience expert and investment technology professionals, ensuring each collaboration results in tailored solutions that fit distinct requirements. Instead of traditional queues or ticketing systems, NIM-os GLOBAL™ clients receive immediate, direct access to the experts developing their tools and applications. Our unique approach delivers customization throughout the client journey, with clients actively contributing input into the process.

In order to meet the needs of every client, we offer a flexible calculation engine for personalized analytics, custom reporting, client-driven meeting schedules, and branded applications and resources such as documentation, user guides, and instructions. By strategically pairing technology with business needs, we foster innovation, deliver customization, and maintain an exceptional standard of client service.

In2!: A Proven, Scalable Enterprise

In2!, Loomis Sayles’ proprietary, real-time data and analytics platform, was designed for scalability and mass customization.

In2!’s modular platform, developed to enhance investment team alpha generation and refined over two decades, uses patented AppTalk integration for hosting both proprietary and third-party capabilities. Its modular design and inter application communication and application hosting capability allows applications to “read” each other and create custom applications or dashboards. Our patented NIMOY artificial intelligence subsystem integrates proprietary and licensed third party artificial intelligence technology and databases and is designed to continuously learn from technologies and databases within the In2! ecosystem.

Protected by a combination of patents and trade secrets, In2! is available for licensing to affiliates, clients, and select third-party partners — offering them access to a differentiated, agile technology infrastructure built to support institutional-scale investment management.

RISK-os: Personalized Risk Management Analytics

NIM-os GLOBAL™ offers a front-office solution for risk measurement and analytics which provides deep, flexible analytics across all portfolios. Gain insights with backward-looking attribution, static risk factor analysis, and forward-looking scenario modeling — all in one customizable application.

Built on In2!’s flexible data architecture, RISK-os readily consumes data from commonly used custodians and leverages a powerful proprietary calculation engine to accommodate unique client needs. Data is accessed through a secure single sign-on web tool, with over 1,500 benchmarks, approximately 1,000 risk factors, and +100 data enrichment fields — delivering the depth and precision investment teams rely on. Customizable, infographic reporting complements on-demand data queries.

The NIM-os™ Team

NIM-os™ supports Loomis Sayles and select clients with approximately 150 technology and operations professionals dedicated to front-to-back solutions including differentiated technology within the In2! infrastructure, account administration, record-keeping, and investment operations. With deep investment industry expertise — including mathematics PhDs, MBAs, and CFAs — we deliver adaptable offerings that meet the evolving demands of financial markets.

Contact NIM-os™

We look forward to hearing from you.