UAT Sub-Advisory UAT


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 $70 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 09/30/2021

Large Cap Growth$16.8B

Investment Grade Intermediate Corporate Bond$3.2B

Core Plus Full Discretion$5.4B

Core Disciplined Alpha$3.6B

Core Fixed Income$5.4B

Global Bond$5.2B

Intermediate Duration Fixed Income$3.9B

Global Equity Opportunities$6.6B

All Cap Growth$2.5B

Global Credit Strategy$2.2B

Core Plus Fixed Income$1.4B

Multisector Full Discretion$2.3B


**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 North American Business Development

Annie Schneidman Coleman, CFA

Strategic Relationship Manager

Michael Finocchi, CAIA

Strategic Relationship Manager

Relationship Management and Distribution Support

Pam Czekanski, CFA

Strategic Relationship Manager

Katie Phillips, CFA

Strategic Relationship Manager

Emily Hannum, CAIA

Strategic Relationship Manager

Jen Schrader

Strategic Relationship Manager

Oxana Tkachenko

Strategic Relationships Administrative Assistant

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