Loomis Sayles launched actively managed equity and fixed income mutual funds in 1991 to offer broad access to our institutional expertise.

Joshua Bogen, CFA

Director, Advisory Distribution

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Advisors

Registered Investment Advisors

Joshua Bogen, CFA

Director, Advisory Distribution

(617) 960-2072

Contact

Wirehouse & Independent Advisors

Dedicated Investment Consultant

NGAM Distributors L.P.

(800) 862-4863

CARES Act and SECURE Act Information for IRA Holders

Learn more about CARES Act and SECURE Act

Gearing Up Awards 2025

2025:On June 11, 2025, Loomis Sayles received the Progressive Partner Award from the Center for Women and Business at Bentley University during its Gearing Up Conference. The Gearing Up Awardees were selected by a committee of volunteers from the CWB Board of Advisors and Bentley faculty and staff which considers firms’ leadership, impact, development of others and amplification of voices. Loomis Sayles did not pay a fee to be considered.

Insurance Asset Risk Awards 2024, 2023, 2022 – North America

2024: On October 9, 2024 Loomis Sayles was named Emerging Markets Manager of the Year at the 2024 Insurance Asset Risk Americas Awards. 2023: On October 11, 2023 Loomis Sayles was named the Structured Debt Manager of the Year and Multi-Asset Manager of the Year at the 2023 Insurance Asset Risk Americas Awards. 2022: On October 11, 2022 Loomis Sayles was named the Multi-Asset Manager of the Year at the 2022 Insurance Asset Risk Americas Awards.Asset managers can submit entries for the categories in which they would like to be considered. The top entries in each category are shortlisted and put through to a larger judging panel who score the entries for a second round of voting to determine the winners. There is one winner in each category. Awards are based on the preceding annual period. Loomis Sayles did not pay a fee to be considered.

Pensions & Investments’ Influential Women in Institutional Investing 2024

2024: On September 12, 2024, Shannon O'Mara, co-director of Credit Research at Loomis, Sayles & Company was recognized by Pensions & Investments as one of its 2024 Influential Women in Institutional Investing. Each nominee was evaluated by members of the 2024 advisory board and an additional judging panel based on their lifetime contributions within their workplace and the industry. Entries were grouped based on years of industry experience for equitable judging. Loomis Sayles did not pay a fee to be considered.

Vault 2024 Internship Ranks

2024: On October 25, 2023, the Loomis Sayles Undergraduate Summer Internship Development Program was recognized by Vault as one of the best internships for 2024 – ranking #15 in the financial services industry. Vault ranking is based on surveyed current and former interns for the summer of 2023. Respondents were asked to rate their internship experiences in six core areas. Loomis Sayles did not pay a fee to be considered.

Annual tax information

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