Sub-Advisory

 

Strategic Relationships

The Loomis Sayles Strategic Relationship Team takes a disciplined and consultative approach to helping institutional clients solve their evolving investment needs. We manage over $60 billion in assets for sub-advisory clients, which include banks, insurance companies, and global asset management firms. We offer an array of differentiated investment strategies, each with clear and consistent investment philosophies. We layer in our experience in providing highly customized portfolios to seek specific objectives and profiles, designed to fit client goals. Loomis Sayles serves these institutions as an investment manager across a diverse set of subadvisory channels.

Sub-Advisory Assets by Investment Strategy as of 12/31/19

Large Cap Growth$15.58B

Investment Grade Intermediate Corporate Bond$7.24B

Core Plus Full Discretion$4.44B

Core Disciplined Alpha$4.34B

Core Fixed Income$3.59B

Global Equity Opportunities$3.62B

Global Bond$3.37B

Intermediate Duration Fixed Income$2.92B

All Cap Growth$2.34B

Global Credit Strategy$1.93B

Core Plus Fixed Income$1.81B

Multisector Full Discretion$1.18B

Other**$7.91B

**Other bucket is comprised of 21 Loomis Sayles strategies, each representing 1% or less of Loomis Sayles Sub-Advisory assets under management

Our Approach

At the foundation of each sub-advisory partnership is a dedicated client team which utilizes a customized approach that focuses specifically on business strategy, relationship management and distribution support. The client team works holistically on the sub-advisory partnership to help maintain and grow a robust connection between our investment experts and the dynamic objectives of our clients.

The Team

The Strategic Relationship Team is comprised of seasoned investment professionals who specialize in the objectives of sub-advisory clients.

Relationship Management, Business Strategy and Development

Chris Perkin

Head of Strategic Relationships

Annie Schneidman Coleman, CFA

Strategic Relationship Manager



Relationship Management and Distribution Support

Pam Czekanski, CFA

Strategic Relationship Manager

Katie Godfrey

Strategic Relationship Manager

Emily Hannum, CAIA

Strategic Relationship Manager

Jen Schrader

Strategic Relationship Associate



Administrative Support

Oxana Tkachenko

Strategic Relationships Administrative Assistant