Alpha Strategies
A multi-asset investment platform built on the integration of fundamental insight and quantitative innovation.
$9.6B*
Assets under management
$3.5B+
Assets under license
19
Years of partnering with clients to build multi-asset portfolios
21+
Average years of investment industry experience
Numbers as of 6/30/2026
We think differently. Our investment philosophy centers on the belief that regimes drive both market sentiment and opportunities.
We are a multi-asset investment platform built on the integration of fundamental insight and quantitative innovation. We employ a top-down led investment process, with leading-edge quantitative and fundamental regime identification processes integrated into any product or solution.
Our approach is complemented by a sophisticated bottom-up relative value security selection framework designed to ensure portfolios are responsive to both broad market shifts and idiosyncratic opportunities across the capital structure.
Looking into the Future
How Alpha Strategies Multi Asset Credit Team thinks about integrating AI into its Investment Process
Discover how the Loomis Sayles Alpha Strategies Team plans to incorporate Artificial Intelligence to support the future of their multi-asset credit strategies.
Our Approach.
Revolutionizing decision-making with solutions tailored to your objectives.
Multi-Asset Focus
Broad asset class experience.
Top-Down Led Approach
Driven by regime identification and rigorous global macro analysis.
Quantitative Expertise
Expertise across proprietary tools, market signal analysis, advanced optimization frameworks and systematic investing capabilities.
Adding Clarity to the Complex.
With decades of experience and deep multi-asset expertise, Alpha Strategies offers strategies and solutions through fundamental, systematic or hybrid implementations. Portfolios leveraging our Systematic Investing Strategies (SIS) harness data science, advanced optimization and machine learning techniques to help power alpha generation and inform portfolio design.
The result is a highly active, research-driven process that is designed to blend the art and science of investing, helping clients navigate a rapidly evolving investment landscape with confidence.
*Includes accounts that may also be counted as part of other strategies.
While our research and investment process incorporate AI and/or machine learning models, the investment decisions are made by the Alpha Strategies team. As AI models make predictions based on defined datasets and assumptions, their results carry a risk of being skewed due to error and bias. The use of AI automation does not equate to accuracy or objectivity.
Why Alpha Strategies?
Alpha Strategies’ multi-asset approach is built on the integration of top-down regime identification, advanced quantitative and fundamental insights and sophisticated bottom-up security selection, helping to create portfolios that adapt to both broad market shifts and opportunities across the capital structure.
Nearly two decades of experience partnering with clients
Seeking to achieve specific, outcome-oriented multi-asset solutions.
Forward-looking philosophy
Integrating regime identification to enhance asset allocation across market cycles.
Advanced quantitative tools and systematic investing capabilities
Using next-generation technologies to extract actionable insights and harness potential alpha.
Leading-edge fundamental research
Leveraging Loomis Sayles’ deep experience to identify idiosyncratic and relative value opportunities across the capital structure.
Integrated risk management
A commitment to continuous improvement.
Customized Solutions
Our willingness to tailor mandates to help achieve specific client outcomes is at the core of how we hope to partner with our clients. Individual portfolios can be customized to fit specific client objectives.
6 Investment Offerings
| Credit Asset | Fixed | $4.5 billion | 3/16/2009 |
| Emerging Markets Debt Blended Total Return | Fixed | $234.0 million | 3/1/2017 |
| Systematic US High Yield | Fixed | $599.7 million | 3/31/2021 |
| Tactical Credit Asset Opportunities | Fixed | $168.6 million | 6/30/2020 |
| World Credit Asset | Fixed | $3.8 billion | 8/1/2013 |
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Monthly performance as of 8/31/2026
| Average Annual Total Returns (%) | Expense Ratio (%) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Inflation Protected Securities Fund LIPRX • Class R | Fixed | $9.16 | 0.72 | 3.62 | -0.23 | 2.27 | 2.56 | 5/28/2010 | 0.86 | 0.65 | 1/31/2027 |
| Inflation Protected Securities Fund LIPNX • Class N | Fixed | $9.20 | 1.12 | 3.92 | 0.07 | – | 2.81 | 2/1/2017 | 0.52 | 0.35 | 1/31/2027 |
| Inflation Protected Securities Fund LSGSX • Class I | Fixed | $9.18 | 0.97 | 3.83 | 0.02 | 2.51 | 5.19 | 5/20/1991 | 0.61 | 0.40 | 1/31/2027 |
| Inflation Protected Securities Fund LIPRX • Class R |
Fixed | $9.16 | $9.21 | -0.54% | $0.2445 | 9/24/2026 |
| Inflation Protected Securities Fund LIPNX • Class N |
Fixed | $9.20 | $9.24 | -0.43% | $0.2517 | 9/24/2026 |
| Inflation Protected Securities Fund LSGSX • Class I |
Fixed | $9.18 | $9.23 | -0.54% | $0.2505 | 9/24/2026 |
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Inflation Protected Securities Fund
LIPRX • Class R |
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Inflation Protected Securities Fund
LIPNX • Class N |
Fixed | |
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Inflation Protected Securities Fund
LSGSX • Class I |
Fixed | |
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Performance data shown represents past performance and is no guarantee of future results. Total return and value will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. Performance for periods less than one year is cumulative, not annualized. Returns include changes in share price and reinvestment of dividends and capital gains, if any.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information on this website. Read it carefully.
Natixis Distribution, LLC (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
Meet the Team
Recent Thought Leadership
Emerging Markets Debt Blended Total Return Monthly Strategy Update
This monthly review is intended to provide timely insight on recent performance, a current view of exposures, EM Credit & FX regime[…]
Fixed Income Unscripted: Challenging Consensus Thinking
Markets appear confident, but are investors overlooking key risks and opportunities? In this article, Loomis Sayles investors challenge consensus views in a[…]
The Evolution of Frontier Emerging Markets Debt
During 2025 we have seen a rotation of institutional capital from US to global assets, and within fixed income, EM debt has[…]
Contact the Alpha Strategies Team
Let’s talk alpha, let’s talk solutions. We’re looking forward to hearing from you.
Roger Ackerman
Investment Director
Alex Thompson
Investment Director
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.
Key Risks: Credit Risk, Issuer Risk, Interest Rate Risk, Liquidity Risk, Non-US Securities Risk, Currency Risk, Derivatives Risk, Leverage Risk, Counterparty Risk, Prepayment Risk and Extension Risk.
Alpha: a measure of risk-adjusted performance. A positive alpha indicates outperformance and negative alpha indicates underperformance relative to the strategy’s level of systematic risk. “Alpha engine” alludes to efforts to promote positive risk-adjusted excess return.
Commodity, interest and derivative trading involves substantial risk of loss.
Investment vehicles may not be available to all investors and are subject to eligibility. There are distinct differences between these vehicles, including but not limited to fee structure, customization ability, and minimum initial investments. There is no guarantee that the investment objective will be realized or that a strategy will generate a positive or excess return.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
NIM-07312026-cfka7d8p
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