Taft-Hartley
Since 1962, Loomis Sayles has proudly served Taft-Hartley clients. As one of the longest-serving and largest active managers of Taft-Hartley assets in the US, our dedicated team brings experience and a clear understanding of the unique needs and goals of multiemployer plans. Each day, we work to support our clients as they pursue their objectives, aiming to protect futures and encourage steady growth.
$38.1B
Assets under management
441
Multiemployer accounts
Since 1962
Serving Taft-Hartley trust funds
Numbers as of 9/30/2025
Our team combines an ultra-high level of client service responsiveness with an experienced and clear understanding of the Taft-Hartley, multiemployer plan channel, in seeking to deliver excellence to its clients and their constituents.
This collaborative approach allows us to offer a diverse range of solutions that can be tailored to meet the distinct goals of multiemployer plan sponsors.
Dedicated Client Service
Our five member team averages over 25 years of experience at Loomis Sayles, and over 20 years average experience working with Taft-Hartley clients
Tailored Investment Solutions
We offer a comprehensive range of investment capabilities and styles tailored specifically to the Taft-Hartley multiemployer plan channel
Asset Class Expertise
Experience across the full range of asset classes, including equities, fixed income, alternatives, private credit, and multi-asset class solutions
Adding Clarity to the Complex.
Taft-Hartley plans have a complex set of investment needs. The Loomis Sayles Taft-Hartley team works closely with plan sponsors to help meet their client’s liabilities, manage risks, and navigate regulatory challenges.
We provide a hands-on approach to asset allocation, seeking to help optimize portfolios, balance risk, manage liquidity, and meet liabilities in both the short and long term.
Meet the Taft-Hartley Solutions Team
Recent Thought Leadership
2026 Outlook for Municipal Credit: Q&A
Senior Investment Analyst Ryan Friend discusses the dynamics he expects to drive municipal bond markets in 2026.
Loomis on Loans
The Morningstar LSTA Leveraged Loan index returned 5.90% in 2025 driven by strong interest income, as base rates remained higher than forecasted.[…]
Disciplined Alpha: Tight Risk Controls, Consistent Results
Learn why clients trust the Loomis Sayles Disciplined Alpha Team's well-defined investment process as a source of reliable fixed income return potential.
Contact the Taft-Hartley Team
Our team is committed to helping multi-employer plans meet their objectives. Contact us if you have questions or would like more information.
Jonathan Siegel
Head of Taft-Hartley
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.