An active, flexible and personalized approach to fixed income.
Loomis Sayles offers a wide range of fixed income managed account solutions designed to allow you to customize and tax-efficiently manage portfolios for your clients to achieve their distinct fixed income investment goals.
Help your clients meet their individual tax situation and objectives through active tax-management, including tax-loss harvesting.
Help you deliver customized solutions that are aligned with your clients’ investment objectives and value preferences.
Seek to capitalize on credit opportunities, changes in interest rates, and market dislocations
The Short Government Managed Account strategy seeks to provide high quality exposure in short duration US Treasury and government sectors
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Pramila Agrawal is the head of the Custom Income Strategies (CIS) Group at Loomis, Sayles & Company and a portfolio manager for specialized fixed income mandates. She is also a member of the firm’s Board of Directors. Pramila’s areas of expertise include asset allocation, managing book income and tax-aware, cross asset portfolios spanning corporates, municipals and securitized. In her role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila has over 17 years of investment industry experience and joined Loomis Sayles in 2007 as an analyst on the Applied Integrated Quant (Applied IQ) Team. Later, she joined the Relative Return Team as a strategist and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was named head of the CIS Group and began managing the municipal bond products in 2021. Prior to Loomis Sayles, she was in a research and development position at Metis Design. Pramila earned a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani, in India, and a master’s of science degree and PhD in Robotics from Vanderbilt University, in Nashville, TN. She is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Government Only Managed Account strategy seeks to provide high quality exposure in short duration US Treasury and government sectors
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Pramila Agrawal is the head of the Custom Income Strategies (CIS) Group at Loomis, Sayles & Company and a portfolio manager for specialized fixed income mandates. She is also a member of the firm’s Board of Directors. Pramila’s areas of expertise include asset allocation, managing book income and tax-aware, cross asset portfolios spanning corporates, municipals and securitized. In her role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila has over 17 years of investment industry experience and joined Loomis Sayles in 2007 as an analyst on the Applied Integrated Quant (Applied IQ) Team. Later, she joined the Relative Return Team as a strategist and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was named head of the CIS Group and began managing the municipal bond products in 2021. Prior to Loomis Sayles, she was in a research and development position at Metis Design. Pramila earned a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani, in India, and a master’s of science degree and PhD in Robotics from Vanderbilt University, in Nashville, TN. She is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Government/Credit Managed Account strategy seeks to outperform the Bloomberg US Government/Credit Index gross of fees over a 3-5 year market cycle
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Cliff Rowe is a portfolio manager for the Relative Return Team and Mortgage and Structured Finance Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 32 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. Cliff is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Dan Conklin is a portfolio manager for the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies.
Dan has 14 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the Relative Return Team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Intermediate Duration Fixed Income Managed Account strategy seeks to outperform the Bloomberg US Intermediate Government/Credit Index gross of fees over a 3-5 year market cycle
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Cliff Rowe is a portfolio manager for the Relative Return Team and Mortgage and Structured Finance Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 32 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. Cliff is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Dan Conklin is a portfolio manager for the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies.
Dan has 14 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the Relative Return Team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Core Total Return Managed Account strategy seeks to outperform the Bloomberg US Aggregate Index while maintaining a benchmark-aware risk return objective
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Cliff Rowe is a portfolio manager for the Relative Return Team and Mortgage and Structured Finance Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 32 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. Cliff is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Dan Conklin is a portfolio manager for the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies.
Dan has 14 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the Relative Return Team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Core Fixed Income Managed Account strategy seeks to outperform the Bloomberg US Aggregate Index gross of fees, over a 3-5 year market cycle
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Cliff Rowe is a portfolio manager for the Relative Return Team and Mortgage and Structured Finance Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 32 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. Cliff is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Dan Conklin is a portfolio manager for the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies.
Dan has 14 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the Relative Return Team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Core Fixed Income with Securitized Asset Fund Managed Account strategy seeks to outperform the Bloomberg US Aggregate Index while maintaining a benchmark-aware risk return objective
Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 44 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
Cliff Rowe is a portfolio manager for the Relative Return Team and Mortgage and Structured Finance Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 32 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. Cliff is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Dan Conklin is a portfolio manager for the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies.
Dan has 14 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the Relative Return Team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Core Plus Fixed Income Managed Account strategy seeks to outperform the Bloomberg US Aggregate Index gross of fees, over a 3-5 year market cycle
Peter Palfrey is a portfolio manager for the Fixed Income Group at Loomis, Sayles & Company. With 41 years of investment industry experience, Peter co-manages the Loomis Sayles Core Plus strategy, which includes the Loomis Sayles Core Plus Bond Fund, and the Loomis Sayles active US Treasury strategies. Prior to joining Loomis Sayles in 2001, he worked for Back Bay Advisors as senior vice president and portfolio manager, and for MONY Capital Management as investment vice president and portfolio manager. Peter earned a BA from Colgate University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Rick Raczkowski is a portfolio manager and co-head of the Relative Return Team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Corporate Bond strategies and Core Plus Fixed Income strategy, which includes the Loomis Sayles Core Plus Bond Fund. Rick is also a member of the firm’s Board of Directors. He has 35 years of investment industry experience and joined Loomis Sayles in 2001. Prior to Loomis Sayles, Rick served as vice president for Back Bay Advisors and was a senior consultant at both Hagler Bailly Consulting and EDS Management Consulting/A.T. Kearney. He also worked as an economist and industry analyst for DRI McGraw-Hill. Rick earned a BA from the University of Massachusetts and an MBA from Northeastern University.
The Investment Grade Bond Managed Account strategy seeks high total investment return through a combination of current income and capital appreciation
Matt Eagan is a portfolio manager and head of the Full Discretion Team at Loomis, Sayles & Company. He is also a member of the firm’s Board of Directors. Matt has 34 years of investment industry experience as a portfolio manager and fixed income analyst.
Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the Multisector Fixed Income Team and became a portfolio manager in 2000. He was promoted to co-head of the Full Discretion Team in 2012. Previously, Matt was a senior fixed income analyst at Liberty Mutual Insurance Company and a senior credit analyst at BancBoston Financial Company. He earned a BA from Northeastern University and an MBA from Boston University.
Matt is a co-founder of the Loomis Sayles Allies group, which is dedicated to supporting the firm’s commitment to diversity, equity and inclusion, and a member of the leadership council for Boston Scores, a nonprofit that helps youth build essential life skills and character through soccer and team-based enrichment programs. He is a CFA® charterholder, a member of CFA Society Boston and a member of the Boston Economic Club.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Brian Kennedy is a portfolio manager on the Full Discretion Team at Loomis, Sayles & Company. He has 34 years of investment industry experience.
Brian joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated the firm’s trading of bank loans, while also trading high yield, convertibles, derivatives and equities. Brian joined the Full Discretion Team as product manager in 2009 and was promoted to co-portfolio manager of the investment grade bond product suite in 2013. In 2016, he began co-managing the entire multisector suite of products. Brian began his investment industry career as a fund accountant at the Boston Company. He earned a BS from Providence College and an MBA from Babson College.
Brian is actively involved in the Loomis Sayles Undergraduate Women’s Investment Network (UWIN) and Undergraduate Summer Internship Development (USID Program, as well as mentorship programs at Loomis Sayles and with external industry groups, including WOMEN Unlimited.
Bryan Hazelton is a portfolio manager on the Full Discretion Team at Loomis, Sayles & Company. He co-manages the team’s insurance mandates and is an associate portfolio manager on core plus, core plus full discretion, multisector, and multisector credit mandates. Bryan also serves as a strategist across the full discretion mandates, with a focus on investment grade credit selection. He has 17 years of investment industry experience.
Bryan joined Loomis Sayles in 2011 as an investment analyst on the Full Discretion Team. Previously, he was a portfolio analyst at The Hartford Investment Management Company. Bryan earned an BA from Bentley University and an MBA from The Wharton School at The University of Pennsylvania. He is a CFA® charterholder and a member of the CFA Society Boston.
Bryan is actively involved in the Loomis Sayles Undergraduate Women’s Investment Network (UWIN) and Undergraduate Summer Internship Development (USID) program as a mentor.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
For the latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond team, please click here.
The Intermediate Municipal Bond Managed Account strategy seeks to provide capital stability, tax-free income, and low to moderate interest rate volatility
Dawn Mangerson is a portfolio manager for the municipal bond product suite at Loomis, Sayles & Company. She has 36 years of investment industry experience and joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where she had most recently served as managing director and director of the municipal portfolio management team. In this role, Dawn managed the team responsible for developing and executing tax-exempt investment strategies for the company’s client portfolios. Previously, she was managing director and senior portfolio manager of the municipal client group. Prior to this, Dawn was managing director and fixed income portfolio manager at ABN AMRO/Chicago Capital Management, where she was responsible for actively managing both taxable and tax-exempt bond portfolios for institutional, mutual fund and private clients. Prior to that, she was a fund manager for INVESCO Funds Group in Denver, where she was responsible for managing a long duration municipal bond fund. Dawn has also held portfolio management positions at NationsBank and Stein Roe & Farnham. She earned a BS in Finance from DePaul.
Pramila Agrawal is the head of the Custom Income Strategies (CIS) Group at Loomis, Sayles & Company and a portfolio manager for specialized fixed income mandates. She is also a member of the firm’s Board of Directors. Pramila’s areas of expertise include asset allocation, managing book income and tax-aware, cross asset portfolios spanning corporates, municipals and securitized. In her role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila has over 17 years of investment industry experience and joined Loomis Sayles in 2007 as an analyst on the Applied Integrated Quant (Applied IQ) Team. Later, she joined the Relative Return Team as a strategist and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was named head of the CIS Group and began managing the municipal bond products in 2021. Prior to Loomis Sayles, she was in a research and development position at Metis Design. Pramila earned a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani, in India, and a master’s of science degree and PhD in Robotics from Vanderbilt University, in Nashville, TN. She is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Core Municipal Bond Managed Account strategy seeks to provide a high level of tax-free income, after-tax return and a lower level of price volatility than long-term bonds
Dawn Mangerson is a portfolio manager for the municipal bond product suite at Loomis, Sayles & Company. She has 36 years of investment industry experience and joined Loomis Sayles in 2019 as part of the firm’s acquisition of McDonnell Investment Management, where she had most recently served as managing director and director of the municipal portfolio management team. In this role, Dawn managed the team responsible for developing and executing tax-exempt investment strategies for the company’s client portfolios. Previously, she was managing director and senior portfolio manager of the municipal client group. Prior to this, Dawn was managing director and fixed income portfolio manager at ABN AMRO/Chicago Capital Management, where she was responsible for actively managing both taxable and tax-exempt bond portfolios for institutional, mutual fund and private clients. Prior to that, she was a fund manager for INVESCO Funds Group in Denver, where she was responsible for managing a long duration municipal bond fund. Dawn has also held portfolio management positions at NationsBank and Stein Roe & Farnham. She earned a BS in Finance from DePaul.
Pramila Agrawal is the head of the Custom Income Strategies (CIS) Group at Loomis, Sayles & Company and a portfolio manager for specialized fixed income mandates. She is also a member of the firm’s Board of Directors. Pramila’s areas of expertise include asset allocation, managing book income and tax-aware, cross asset portfolios spanning corporates, municipals and securitized. In her role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila has over 17 years of investment industry experience and joined Loomis Sayles in 2007 as an analyst on the Applied Integrated Quant (Applied IQ) Team. Later, she joined the Relative Return Team as a strategist and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was named head of the CIS Group and began managing the municipal bond products in 2021. Prior to Loomis Sayles, she was in a research and development position at Metis Design. Pramila earned a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani, in India, and a master’s of science degree and PhD in Robotics from Vanderbilt University, in Nashville, TN. She is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
All figures are approximate and apply under normal market conditions. They are based on guidelines that are subject to change.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
We believe tax management is a critical portfolio management tool, but it is not the only one. Investors who are increasingly focused on investments that can be individually customized to align with investor values or reduce exposure to certain risks, focus on tax efficiency.
Fixed income investors are navigating the delicate balance between a supportive macroeconomic environment and tight spreads. Geopolitical risks and other variables loom ahead. Where will the economy and markets go from here?
Our Takeaways. The potential for a more accommodative central bank policy, stronger profits and healthier productivity have dampened the odds of a downturn.
Several of our fixed income portfolio managers share unexpected developments that have shaped their view of the credit markets.
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
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.
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
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: Credit Risk, Issuer Risk, Liquidity Risk, Interest Rate Risk, Non-US Securities Risk, Currency Risk, Derivative Risk, Leverage Risk, Counterparty Risk, Prepayment Risk, Extension Risk, Non-Diversified Strategies Risk, Municipal Securities Risk, Models and Data 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.