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LOOMIS SAYLES MANAGED ACCOUNTS

Managed Account Solutions

The complexity of wealth management requires partnership with an active asset manager that can pair global investment expertise with a clear understanding of your client objectives to help you deliver customized solutions to your clients and the flexibility to navigate these evolving market dynamics.

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Managed Account Assets At a Glance

We offer advisors the solutions to better tailor portfolios to the specific needs of their clients across equity, fixed income, and custom income strategies. Click through to explore the offerings & teams.

  • $41.5+ Billion

    Managed Account Assets

  • 20,500+

    Loomis Sayles Managed Accounts
As of September 30, 2024
$29.9 B $6.5 B $5.1 B $236.9 M
Strategy Spotlight

Growth Equity Strategies Team

The team offers three managed account solutions that takes a long-term, private equity approach, underpinned by a differentiated investment philosophy and supported by a proprietary seven-step research framework.

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EQUITY

Large Cap Growth

Seeks to produce long-term, excess returns vs. the Russell 1000 Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection

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EQUITY

Global Growth

Seeks to produce long-term excess returns vs. the MSCI ACWI Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection

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EQUITY

International Growth

Seeks to produce long-term excess returns vs. the MSCI ACWI ex-US Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection

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Why Managed Accounts?

Institutional-Grade Investment Solutions

Advisors have the opportunity to deliver institutional risk management, market access, and execution in each client account.

Customization

Help you deliver customized solutions that are aligned with your clients’ investment objectives and value preferences.

Active Tax Management

Help your clients meet their unique tax situation and objectives through active tax-management, including tax-loss harvesting.

Managed Account Strategies 

We proudly offer our managed account clients a spectrum of equity, fixed income & custom income strategies designed to meet client’s growing and distinct investment objectives.

Equity Managed Accounts

Our equity managed account solutions are designed to help you meet your client’s needs including customization, transparency and tax efficiency.

Fixed Income Managed Accounts

Loomis Sayles offers a wide range of fixed income managed account solutions that allow you to customize and tax-efficiently manage portfolios for your clients to achieve their distinct fixed income investment goals.

Custom Income Strategies

Our Custom Income Strategies team partners directly with you to design tailored fixed income strategies that aim to generate specific outcomes within the following dimensions: Investment Horizons, Asset Class Exposure, ESG Screening, Tax Efficiency.

Why Loomis Sayles?

We rely on deep fundamental research, integrated risk analytics and experienced investment professionals to offer a wide array of investment solutions to help fulfill the objectives of our clients.

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LEVERAGE INSTITUTIONAL EXPERTISE IN A PRIVATE ACCOUNT FRAMEWORK

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LONG-STANDING ACTIVE MANAGEMENT APPROACH

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DEDICATED TEAM FOCUSED ON SPECIALIZED MANDATES

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DETAILED, THOUGHTFUL AND PERSONALIZED CLIENT FOCUS

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Let’s Connect

Connect with our Managed Account experts about how to bring our solutions to your clients. For direct assistance, you can contact us at sma@loomissayles.com

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Additional Resources

Managed Accounts

We proudly offer our managed account clients a spectrum of equity, fixed income & custom income strategies designed to meet client’s growing and distinct investment objectives.

Equity Tax Harvesting Policy 

Loomis Sayles policy regarding tax harvesting isto use the sponsor’s internal form to transact all tax harvesting requests. 

Fixed Income Tax Harvesting Policy

Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.

This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.

This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.

Key Risks: Equity Risk, Credit Risk, Issuer Risk, Interest Rate Risk, Currency risk, Derivatives Risk, Leverage Risk, Counterparty Risk, Prepayment Risk, Extensions Risk, Non-Diversified Risk, Municipal Securities Risk, Models and Data Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.

Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.

Diversification does not ensure a profit or guarantee against a loss.

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

Past performance is no guarantee of future results.