Corporate Plans
For decades, we have partnered with corporate clients, including both defined benefit and defined contribution clients, to deliver investment strategies tailored to their goals. Loomis Sayles proudly offers defined contribution and defined benefit plan sponsors with an extensive selection of menu options alongside specialized strategies, which may serve as components within a customized, multi-manager approach.
$59.4B
Assets Under Management
332
Clients
~500
Portfolios
Numbers as of 9/30/2025
Our Approach to Corporate Clients
Our dedicated relationship management resources help plan sponsors, consultants and advisors select the investment solutions that best meets their specific objectives.
For defined benefits plans, we offer a comprehensive suite of investment strategies for liability-matching and return-seeking allocations. Additionally, we offer defined contribution clients a variety of equity and fixed income vehicles designed to meet participant objectives.
We recognize that pension plan sponsors face a multitude of challenges beyond simply investing assets. Our partnership approach is designed to evolve as the plan matures by providing total plan strategy, insights and analytics to help meet client objectives at every stage in a plan’s lifecycle.
Meet the Relationship Management Team
Our Relationship Management Team prioritizes exceptional client service. We seek to build long-term, trusting partnerships with our clients. We take a client-first approach to develop a deep understanding of each client’s investment objectives, and collaborate across the organization to ensure investment solutions and resources are optimally aligned to support our clients’ needs.
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Contact the Corporate Plans Team
Our dedicated regional resources are ready to hear from you. As trusted partners and thoughtful curators of the most relevant firm resources and investment strategies, we are committed to serving as an internal advocate on behalf of the needs of clients and their stakeholders.
Chris Hermance, CFA
Director, Institutional Strategy & Development
David Beach
Director, Institutional Strategy & Development
Rachel Madsen, CFA
Director, Institutional Strategy & Development
Important Disclosure
Investing involves risk including possible loss of principal.
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. Data and analysis does not represent the actual, or expected future performance of any investment product. 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.