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
The Government Only Managed Account strategy seeks to provide high quality exposure in short duration US Treasury and government sectors
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
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
The Core Total Return Managed Account strategy seeks to outperform the Bloomberg US Aggregate Index while maintaining a benchmark-aware risk return objective
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
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
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
The Investment Grade Bond Managed Account strategy seeks high total investment return through a combination of current income and capital appreciation
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
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
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.
While single state municipal bond portfolios may have tax advantages, drawbacks exist that could offset the local tax advantage. We believe a national portfolio or one with geographic diversification could make economic sense for many investors.
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.