Buy & Maintain
Our Buy & Maintain Solutions are underpinned by a disciplined approach to credit selection, refined through years of market experience. Rigorous, fundamental credit research forms the cornerstone of every portfolio, enabling us to identify compelling long-term opportunities while aiming to mitigate the risks associated with downgrades and defaults. This disciplined process provides a robust and competitive foundation that helps us deliver sustainable outcomes.
$23.6B
Buy & Maintain and related assets
under management
12
Years managing Buy & Maintain and related assets
As of 9/30/2025
Customization Through Partnership
Customization is a defining feature of our Buy & Maintain approach. Through close collaboration, our Custom Income Strategies (CIS) Team designs portfolios aligned with each client’s investment guidelines and structured to address their specific objectives.
Reliability and stability are at the core of this strategy: by investing in high-quality bonds and holding them over the long term, our credit research team and portfolio managers seek to minimize turnover and trading activity, thereby enhancing cost efficiency while maintaining alignment with clients’ goals.
Experience, Discipline, & Expertise at Work
Our approach is built on the strength of rigorous credit analysis, robust risk oversight, and decades of experience managing stable, cost-effective strategies for institutional investors.
Rigorous Credit Analysis
A dedicated team of over 50 credit analysts evaluates every bond considered for Buy & Maintain portfolios. This disciplined process seeks to ensure long-term reliability while minimizing downgrade and default risk.
Stable Process
Portfolios are constructed with a long-term perspective, emphasizing predictability and consistency while keeping turnover to a minimum.
Tailored Customization
Our Custom Income Strategies Team works closely with Buy & Maintain clients to design portfolios aligned with investment objectives, cash flow requirements, and specific constraints.
Cost Efficiency
Through a combination of advanced optimization tools and deep market expertise, our Buy & Maintain approach reduces transaction costs and portfolio churn, supporting sustainable value creation over time.
Guided by What Matters to Our Buy & Maintain Clients
Stability
Buy & Maintain is designed for investors seeking steady, predictable income; not frequent trading or speculation.
A Range of Solutions
We specialize in designing portfolios across multiple strategies, including Buy & Maintain, Low Turnover, and Cash Flow Matching.
Cost Control
Our approach minimizes trading, helping keep fees and transaction costs low for clients.
Bespoke Solutions
Every Buy & Maintain portfolio is built for the client’s distinct investment policy, cash flow, and risk needs.
Transparency
Clients have full visibility so it’s always clear what’s in a portfolio and why assets are held.
Long-Term Focus
We take a long-term perspective, aligning with institutional investors seeking durable results across market cycles.
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 Buy & Maintain Team
Contact our Insurance Solutions Team to discuss solutions for your Buy & Maintain portfolios. We’re looking forward to hearing from you.
Sean Saia
Insurance Director
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.