NIM-os GLOBAL Today

NIM-os, LLC (NIM-os GLOBAL™) is a global SOC2 certified provider of integrated à la carte proprietary technology offering distinctive capabilities & custom solutions, along with globally efficient operating, administrative & enterprise services. NIM-os GLOBAL™ services are provided via Loomis Sayles’ proprietary In2! platform and are available to Loomis Sayles’ clients & affiliates in addition to select third-party relationships.

Front Office 17,000+ PROPRIETARY
CUSTOM APP INSTANCES

  • $300 million of proprietary & best-in-class, highly customizable, alpha oriented investment management technology infrastructure
  • Patented integration platform with single sign-on access to more than 17,000 proprietary custom app instances & third-party applications
  • Robust trade secret proprietary investment data model with 3,700 riskfactors and/or attributes per security

Middle Office 600 VENDOR PARTNERSHIPS

  • Strategic partnerships & group “most favored nation” arrangements with trade management & compliance, market data and data pricing vendorsamong others
  • Deep vendor consultation, oversight & administration services
  • Integrated access to more than 600 vendor tools & services

Back Office GLOBAL OPERATING PLATFORM

  • License free portfolio accounting system
  • 24/7 global services organization supporting institutional clientrequirements across more than 51 countries on 6 continents
  • Services supporting the investment lifecycle, advisory related &enterprise administration including finance, human resources, technology,cybersecurity, risk management, compliance, & internal controls

In2!:
Proven,
Scalable
Platform

In2!, Loomis Sayles’ proprietary, real-time data and analytics platform, was designed for scalability and mass customization.

Its depth, precision, and global scalability make it a cornerstone of NIM-os GLOBAL’s investment technology ecosystem.

Protected by a combination of patents and trade secrets, In2! is available for licensing to affiliates, clients, and select third-party partners —offering them access to a sophisticated technology infrastructure built to support institutional-scale investment management.

“A key feature of In2! is its modular design and common trade secret data model, where components can be combined and integrated at run time via the patented AppTalk protocol to create custom applications or dashboards to meet the unique needs of clients.”

Chris Dietz

Chief Technology Officer & In2! Chief Architect

NIM-os, LLC & Loomis, Sayles & Company, L.P.

RISK-os: Deep and flexible investment & risk management analytics

NIM-os GLOBAL’s front-office solution for risk measurement and analytics features a flexible data architecture. It readily consumes data from commonly used custodians and includes a powerful calculation engine that can accommodate unique client needs. Data is accessed through a secure single sign-on web tool, with over 1,500 benchmarks, ˜1,000 risk factors, and 100+ data enrichment fields—delivering the depth and precision investment teams rely on.

Consolidated, consistent risk analysis & analytics across all investment portfolios

  • Backwards looking attribution analysis to view risk adjusted returns & drivers
  • Static risk factor & exposure analysis
  • Forward looking sensitivity & scenario analysis

Branded, client-ready reporting

  • Reporting is fully customizable to client needs
  • Infographic PDF outputs
  • Data is exportable to Excel (client has control over preferred output/format)

Single sign-on access

  • Clients have full access to multiple applications using a single set of credentials, improving user experience and security by reducing the need for multiple logins.
  • In2! Center is a customizable and dynamic application that allows you to view your portfolios and benchmarks along with the associated analytics, exposures, and aggregations.
  • In2! Xlerate is a data querying tool, allowing you to write, save and share custom queries against In2!services to run your data on demand.

“Whatever the risk lens, RISK-os provides key capabilities that empower clients with actionable insights in real time.”

Michael Snow

Head of Investment Technology & Services

NIM-os, LLC & Loomis, Sayles & Company, L.P.

NIM-os GLOBAL Service Catalog

PM-os Research & Analytics

  • Investment Strategy
  • Portfolio Management Technology
  • Benchmark Coverage
  • Asset Class Decision Support
  • Portfolio Implementation
  • Product Portfolio Customization

RISK-os

  • Investment Risk Management
  • Model Risk Management
  • Risk Models

TRADE-os

  • Trade / Order Management Technology
  • Investment Compliance / Rules Library

OP-os

  • Portfolio Accounting Multi-Cost, Multi-Currency
  • Cash Management
  • Reconciliations
  • Settlements
  • Pricing & Valuation
  • Corporate Actions
  • Performance Measurement
  • Client Reporting

ESG-os

  • Portfolio Construction
  • Risk Management

SMA-os

  • Administration
  • Asset Class Coverage
  • Platform Support Coverage
  • Model Management
  • Portfolio Implementation
  • Optimized Front-Office Processing (Equity)
  • Tax Loss Harvesting
  • Portfolio Daily Processing (Performance, Risk Factors)
  • Front-office Model Management

DATA-os

  • Investment Data Management
  • Quality Control Services
  • Individual Market Data Licenses

INFO-os

  • Market Data Vendor Management
  • Cost Allocation of Market Data to Business Units

CYBER-os

  • CIRCLE Compliance
  • End-point Security
  • Network Detection & Response
  • Threat Detection & Response
  • Cyber Security Training Program
  • Penetration Testing Regime
  • Security Event & Incident Management (SEIM)
  • Internet “Edge” Security
  • Data Loss Protection

RM-os

  • Customized Institutional Relationship Management
  • Customized Marketing / Campaigns
  • Customized Client Specific Reporting & Communications
  • Content Workflow & Management

CLOUD-os

  • Hybrid Cloud Platform

BOT-os

  • Workflow Automation
  • Dashboards
  • Alerts

AI-os

  • Machine Learning
  • Natural Language Processing
  • Natural Language Generation

CRM-os

  • Sales Applications Development

TRM-os

  • IT Service Management & Ticketing
  • TRM Policy Alignment

DM-os

  • Institutional Selling
  • Research & BOTs

RFP-os

  • RFP Submission Capability
  • RFP Language / Answer Repository

TECH-os

  • IT Requests / Fulfillment
  • EPAT Process
  • Global Network Run / Change
  • General Technical Support
  • Disaster Recovery

Let's Connect.

John Gidman

Chief Executive Officer

Contact

Kimberly Rzepecki

Chief Experience Officer

NIM-os, LLC

Contact

“Each client is paired with a dedicated client experience partner and has direct access to the technology team tailoring their service. No queues or ticketing systems—just personalized attention and white-glove support built entirely around your needs.”

Kimberly Rzepecki

Chief Experience Officer

NIM-os, LLC

Contact

NIM-os, LLC is a whole owned subsidiary of Loomis, Sayles & Company, L.P.

LS | Loomis Sayles and THINK BROADLY. ACT DECISIVELY. are a trademark of Loomis, Sayles & Company, L.P. registered with the US Patent and Trademark Office.

Certain products are not available to all investors and may be offered only to qualified investors.

Loomis Sayles Trust Company, LLC ("LSTC"), a wholly owned subsidiary of Loomis, Sayles & Company, L.P., received a charter to operate as a New Hampshire non-depository trust company from the New Hampshire Office of the Bank Commissioner on February 13, 2007. As of December 31, 2024, LSTC is trustee for and manages more than $47 billion in assets.