Our Insurance Team possesses the knowledge and experience necessary to address the distinct requirements of insurance clients. By fostering collaborative partnerships, we work with global insurance organizations to provide customized solutions spanning portfolio management, advisory services, relationship management, reporting, and proprietary risk and reporting tools. Our offerings include both core and specialty insurance mandates, supported by our proprietary risk analytics and technology platform.
$30.2B
Assets Under Management
60 Years
Working with insurance clients
Numbers as of 6/30/2026
Instead of following the market, we use a broad range of opportunities within global credit markets and incorporate them into different types of mandates. Our proprietary technology platform offers clients distinct value, and we set ourselves apart by delivering “true service alpha” with targeted, nimble solutions that are designed to meet the evolving needs of our clients.
Asset Allocation Support Processes
- Asset / Liability Modeling
- Tax Modeling / Optimization
- Surplus Portfolio Modeling / Optimization
- Regluatory / Capital Efficiency Modeling
Portfolio Management Support Processes
- Customized Benchmarking
- Scenario Analysis / Testing
- Cash Flow Analysis
- Liquidity Modeling
- Customized Insurance Reporting
- CECL/ECL Support
Business Report
Processes
- Acquisition Portfolio Due Diligence
- Regulatory / Rating Agency Support
- Custodian Analysis
How does your asset manager stack up? Measuring performance with Benchmark Snapping.
Every client has distinct objectives, requiring portfolios designed to achieve specific goals. At Loomis Sayles, we want to redefine how institutions assess the success of their asset managers. With benchmark snapping, investors can make informed decisions using a custom, relevant benchmark that stays aligned with no missing pieces.
Meeting Complex Insurance Client Needs with Custom Technology
At Loomis Sayles, our Technology Team partners closely with the Insurance Solutions Team to tackle our clients’ investing challenges. Insurers have complex objectives that often require an investment solution built on custom technology applications.
Read on to learn more about this topic from John Gidman, Loomis Sayles COO, and Colin Dowdall, Global Head of Insurance Solutions.
Meet the Insurance Team
Pramila Agrawal, PhD, CFA
Head of Custom Income Strategies, Portfolio Manager
View Pramila’s Bio
Colin Dowdall, CFA
Global Head of Insurance Solutions
View Colin’s Bio
Lauren McDermott
Director, Insurance Solutions
View Lauren’s Bio
Erik Troutman, CFA, FSA, MAAA
Head of Institutional Advisory
View Erik’s Bio
Sean Saia, CFA
Insurance Director
View Sean’s Bio
Linda Shin, CFA
Insurance Director
View Linda’s Bio
Michael Frederikse, CFA
Associate Portfolio Manager
View Michael’s Bio
Zhen Ming, CFA, FCAS
Associate Portfolio Manager
View Zhen’s BioRecent Thought Leadership
Parsing the New Life Insurance C-1 RBC Charges for CLOs/CBOs/CDOs
New C-1 capital charges could reshape how life insurers invest in CLOs, CBOs and CDOs. Our Insurance Solutions team breaks down the[…]
Solvency II Reform: Why European Insurers Should Revisit Securitised Credit
Solvency II reform cuts capital charges on senior European securitisations by up to 78% starting January 2027, reshaping the case for insurer[…]
The Next Generation of Core Fixed Income for Insurers
In an interview with InsuranceAUM, Pramila Agrawal, PhD, CFA, Head of Custom Income Strategies and Portfolio Manager, discusses how today’s insurance investors[…]
Contact the Insurance Solutions Team
Our Insurance Solutions Team is ready to discuss how we can create tailored solutions for you. We look forward to hearing from you.
Colin Dowdall, CFA
Head of Global Insurance Solutions
Lauren McDermott
Director, Insurance Solutions
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.
Investment vehicles may not be available to all investors and are subject to eligibility.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
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