Investment Firm

Mission, Vision & Values

Loomis Sayles strives to have a positive impact on our investors through our approach, our people and our pipeline.

Our Mission.

Everything we do at Loomis Sayles is born out of our mission to be a trusted fiduciary partner to our clients, helping them achieve their financial objectives through disciplined investment processes that result in superior long-term performance and exceptional investment solutions.

Our Vision.

We strive to be one of the world’s premier active managers and believe our distinct culture, which prioritizes respect, collaboration and client-centricity, will continue to be the driving force of meeting that objective. We firmly believe in fostering a work environment that is inclusive, supportive and places the needs of our clients at the core of all our actions.

IDEALS That Shape Us.

In service of our mission and goals, we draw upon the IDEALS, which represent the core values of who we aspire to be as employees, colleagues and trustworthy partners to our clients and global stakeholders.
I

Inclusive & Diverse

We value the lived experiences and alternative viewpoints of all colleagues. An inclusive and equitable workplace that reflects the diverse communities in which we work and live fosters innovation, creative thinking and best-of-industry solutions that help us exceed client expectations.

D

Dedicated to Teamwork

We believe respect, partnership and collaboration across teams and departments makes us better. We support and share success with our teammates and colleagues and aim to inspire the people around us to be their best.

E

Excellent

We hold ourselves to the highest standards, individually and for the sake of our clients. Every employee brings unique expertise and skills to our organization. Our collective success is dependent on the development and retention of our talented individuals and we respect and honor their contributions to our shared purpose.

A

Accountable

We honor the commitments we make to our clients, teammates, colleagues and selves. We do not make excuses but instead take responsibility for our actions. We are honest, transparent and always seeking opportunities to be better.

L

Leaders

We help our colleagues and ourselves by modeling behavior that inspires the people around us, including respect, humility, gratitude, empathy and encouragement.

S

Solutions-Oriented

We are critical thinkers and passionate problem solvers. We assess issues and identify opportunities to deliver innovative solutions to our clients and colleagues.

In service of our mission to help clients achieve their financial goals, we draw upon the IDEALS, which represent the core characteristics of who we aspire to be as employees, colleagues and trustworthy partners to our clients and global stakeholders.

Kevin Charleston Chairman, Chief Executive Officer
Investment Firm

Loomis Sayles IDEALS

In service of our mission and goals, we draw upon the IDEALS, which represent the core characteristics of who we aspire to be as employees, colleagues and trustworthy partners to our clients and global stakeholders.

Investment Firm