Financial Advisors
Our dedicated team empowers financial intermediaries in seeking to achieve extraordinary results for their clients. We are committed to delivering strong long-term investment outcomes for clients and proudly offer a dynamic suite of mutual funds, managed accounts, and ETFs that evolve alongside the changing needs of investors.
How We Work With Financial Advisors
We provide initial and ongoing product support to due diligence gatekeepers and professional buyers across wealth managers and affiliated service providers. Our dedicated approach aims to deliver exceptional services including access to our wide array of investment strategies.
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Meet the Advisory Distribution Team
The Latest Insights from Loomis Sayles
144A-For-Life Securities: A Growing Presence in High Yield
In 2007, the SEC amended Rule 144A to increase the liquidity of privately sold securities, make private offerings more attractive to investors,[…]
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[…]
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's movements.
Contact the Advisory Distribution Team
Reach out—we’re happy to start the conversation on how to best serve our shared clients.
Joshua Bogen, CIMC
Director, Advisory Distribution
Important Disclosure
Investing involves risk including possible loss of principal.
Investment vehicles may not be available to all investors and are subject to eligibility.
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.
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