Loomis, Sayles & Company

What Loomis, Sayles & Company does

Loomis, Sayles & Company, L.P. is a Boston-headquartered, privately held active investment management firm founded in January 1926 and operating as an affiliate of Natixis Investment Managers. The firm manages approximately $425.4 billion in assets under management (as of January 2026) on behalf of more than 1,000 institutional clients across 28 countries, with a global footprint spanning the United States (headquarters), United Kingdom, Netherlands, and Singapore. Its client base is segmented across institutional channels (corporate pensions, public funds, foundations and endowments, Taft-Hartley plans, insurance), financial advisors and retail investors (via mutual funds, ETFs, and managed accounts), and sub-advisory relationships (such as Liberty All-Star Equity Fund).

The firm's investment platform is organized around 14 specialized "Alpha Engines" investment teams applying differentiated philosophies across equity, fixed income, multi-asset, global/international, and alternative capabilities. The largest platform is the Full Discretion Team, which oversees $85.8 billion across 24 investment professionals using a six-pillar proprietary credit selection framework (Fallen Angels, Cheap for Rating, Upgrade Candidates, Stressed/Distressed, Minimize Capital Losses, New Issue Premium). The Global Fixed Income Team manages $37.3 billion, and the Growth Equity Strategies team is led by founder and CIO Aziz Hamzaogullari. Product distribution spans mutual funds (over a dozen share classes), two newly launched ETFs on NYSE Arca (LSTB, LSCP at 0.39% expense ratios), and the Credit Income Opportunities interval fund. Distribution is executed through Natixis Distribution, LLC (mutual funds), ALPS Distributors, Inc. (ETFs), and direct institutional sales teams targeting enterprise clients. The firm emphasizes proprietary research tooling that does not depend on third-party technology and a 100-year track record of research-driven active management.

Revenue is generated primarily through asset-based management fees on institutional separate accounts, mutual funds, ETFs, and sub-advisory mandates. Fee structures vary materially by vehicle: ETFs at 0.39%, Global Bond Fund Class N at 0.62% net (with a $1,000,000 minimum), Class I at 0.67% net ($100,000 minimum), and Liberty All-Star sub-advisory fees ranging from 0.292% to 0.40% by asset tier. Recent strategic moves include June 2026 ETF and interval fund launches, the June 2026 Liberty All-Star sub-adviser appointment replacing Sustainable Growth Advisers, the November 2025 hiring of the firm's first London-based portfolio manager (Dilawer Farazi) to lead Emerging Markets Debt, and the announced 2026 divestiture of the Global Emerging Market Equities team to FIM Partners. Leadership is held by CEO Kevin Charleston.

Name

Loomis, Sayles & Company

Legal name

Loomis, Sayles & Company, L.P.

Website

https://loomissayles.com

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Loomis, Sayles & Company is a Boston-based active investment manager (founded 1926) managing approximately $425.4 billion for 1,000+ institutional clients across 28 countries, offering fixed income, equity, and alternative strategies through 14 specialized Alpha Engines teams, distributed via mutual funds, ETFs, separate accounts, and sub-advisory relationships as a Natixis affiliate.

Ownership category

akta.pro rank

Product category

Institutional Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

Keywords

• Institutional asset management
• Active fixed income
• Investment management services
• Mutual fund management
• Separately managed accounts

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Loomis Sayles generates revenue primarily through management fees charged on assets under management across institutional separate accounts, mutual funds, and ETFs. Fee structures vary by product and asset class, with expense ratios ranging from approximately 0.39% for ETFs to higher rates for actively managed mutual funds.
2. Sub-advisory Fees: Earns sub-advisory fees from partnerships such as the Liberty All-Star Equity Fund, with fee structures ranging from 0.40% down to 0.292% based on asset tiers.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels4 records

Core offering

Loomis Sayles is a research-driven investment management firm that manages active fixed income, equity, multi-asset, global and international, and alternative strategies on behalf of institutional and retail investors. Its offerings are delivered through mutual funds, ETFs, institutional separate accounts, and managed accounts, supported by an Alpha Engines framework of 14 specialized investment teams with proprietary research and credit selection tools.

Product overview

Loomis Sayles offers a comprehensive suite of investment products including mutual funds, ETFs, and institutional separate account strategies. The product lineup spans fixed income (Core Plus Full Discretion, Global Fixed Income, High Yield, Multisector Credit, Investment Grade strategies), equity (Growth Equity Strategies), and alternative investments. Key strategies include the Full Discretion team managing $85.8 billion with a credit cycle-based approach, the Global Fixed Income team managing $37.3 billion with global sovereign and credit focus, and the Growth Equity Strategies led by Aziz Hamzaogullari. The firm recently expanded into ETF vehicles with the Natixis Loomis Sayles Total Return Bond ETF (LSTB) and Dynamic Core Plus ETF (LSCP), and launched the Credit Income Opportunities Fund interval fund for public/private credit exposure. The product architecture is organized around 14 distinct Alpha Engines (investment teams) that apply differentiated investment philosophies across equity, fixed income, multi-asset, global/international, and alternative asset classes.

Differentiator

Problem solved

Functional benefit

Products and services

• Growth Equity Strategies
• Global Fixed Income Strategy
• Full Discretion Strategy
• Euro Credit Strategy
• Core Plus Full Discretion Strategy
• Multisector Full Discretion Strategy
• Strategic Alpha Strategy
• High Yield Conservative Strategy
• High Yield Full Discretion Strategy
• US High Yield Strategy
• Senior Loan Strategy
• Senior Floating Rate and Fixed Income Strategy
• Multisector Credit Strategy
• Global High Yield Full Discretion – Hedged to USD Strategy
• Global Aggregate Bond in USD (High Yield Eligible) Strategy
• Global Credit/Corporate in USD Strategy
• Global Debt Unconstrained in USD Strategy
• Global World Bond in USD (High Yield Eligible) Strategy
• Global Bond Fund
• Credit Income Opportunities Fund
• Strategic Income Fund
• Investment Grade Bond Fund
• Investment Grade Fixed Income Fund
• High Income Fund
• Institutional High Income Fund
• Income Fund
• Fixed Income Fund
• Senior Floating Rate and Fixed Income Fund
• Strategic Alpha Fund
• Natixis Loomis Sayles Total Return Bond ETF (LSTB)
• Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP)
• Institutional Separate Accounts
• Managed Accounts

Quantifiable outcome

• Loomis Sayles Strategic Income Fund returned 7.45% over 12 months, outperforming category average of 6.28%
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core, flagship and minor.

• Natixis Investment ManagerscoreStrategic or Co-development Partner · 24 June 2026Loomis Sayles is an affiliate of Natixis Investment Managers. Natixis and Loomis Sayles collaborate on product development and distribution, including the launch of new ETFs (LSTB and LSCP) and the Credit Income Opportunities Fund. Natixis Distribution, LLC serves as fund distributor.
• Liberty All-Star Equity Fund / ALPS Advisors, Inc.flagshipChannel Partner/ Reseller/ Distributor · 12 June 2026Loomis Sayles appointed as sub-adviser for Liberty All-Star Equity Fund (NYSE: USA), a multi-managed closed-end investment company with over $2.0 billion in net assets, replacing Sustainable Growth Advisers, LP. ALPS Advisors, Inc. serves as investment advisor and pays sub-advisory fees to Loomis Sayles.
• ALPS Advisors, Inc.flagshipChannel Partner/ Reseller/ Distributor · 12 June 2026ALPS Advisors, Inc. serves as investment advisor to Liberty All-Star Equity Fund and has engaged Loomis Sayles as sub-adviser with fee structure ranging from 0.40% down to 0.292% based on asset tiers.
• FIM PartnersminorStrategic or Co-development Partner · 6 November 2025FIM Partners entered an agreement with Loomis Sayles to acquire the Global Emerging Market Equities (GEM) investment team. The transaction, expected to close in 2026, involves transfer of client accounts and funds, with FIM Partners managing over $4.3 billion in assets.
• ALPS Distributors, Inc.coreChannel Partner/ Reseller/ DistributorALPS Distributors, Inc. (member FINRA) serves as distributor for Natixis ETFs. ALPS Distributors, Inc. is not affiliated with Natixis Investment Managers.

Scale indicators8 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Nuveen (TIAA): Nuveen is the asset management arm of TIAA and a large diversified active manager with extensive fixed income, equity, and real assets franchises. Its scale, parent-affiliated distribution, and product breadth provide a benchmark for Loomis Sayles as a Natixis-affiliated active manager.
• Invesco: Invesco is a global investment manager with active and passive capabilities across equities, fixed income, ETFs, and alternatives. Its ETF and mutual fund platform, including active fixed-income ETFs, is comparable to Loomis Sayles' recently launched LSTB and LSCP ETFs.
• T. Rowe Price: T. Rowe Price is a publicly traded global asset manager offering active equity, fixed income, multi-asset, and retirement solutions across institutional and retail channels. It is a useful comparable for diversified active asset management at scale, including mutual fund and sub-advisory distribution.
• J.P. Morgan Asset Management: J.P. Morgan Asset Management is one of the largest global active asset managers with deep fixed income, equity, multi-asset, and alternatives capabilities. It competes with Loomis Sayles for large institutional mandates and sub-advisory relationships globally.
• Columbia Threadneedle Investments: Columbia Threadneedle is the global asset management arm of Ameriprise Financial, offering active equity, fixed income, and multi-asset strategies with a strong sub-advisory and institutional franchise. Its multi-channel model parallels Loomis Sayles' institutional, mutual fund, and sub-advisory distribution.

Emerging players

• Cohen & Steers: Cohen & Steers is a specialist active manager focused on real assets and income-oriented strategies. While narrower than Loomis Sayles, it is comparable as a publicly traded active asset manager that competes for institutional and retail income mandates.

Direct peers

• Eaton Vance Management: Eaton Vance is a Boston-based active asset manager with strengths in fixed income, high yield, and customized income strategies, now a subsidiary of Morgan Stanley. Its active credit and custom-income capabilities overlap directly with Loomis Sayles' Full Discretion and Custom Income Strategies.
• PIMCO: PIMCO is a leading global active investment manager, most recognized for fixed income, with multi-asset and alternatives capabilities. It is the most directly comparable large, research-driven, active fixed-income manager to Loomis Sayles' Full Discretion and Global Fixed Income franchises.
• Wellington Management Company: Wellington Management is a privately held, research-driven global investment manager offering equity, fixed income, multi-asset, and alternatives to institutional clients. Its diversified multi-channel model and ownership structure closely resemble Loomis Sayles'.
• Western Asset Management: Western Asset is a global active fixed-income manager with multi-sector, high yield, and emerging market debt strategies. Its product mix and institutional distribution model closely parallel Loomis Sayles' Full Discretion Team and Global Fixed Income Team.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/loomissayles
• YouTubeyoutube.com/channel/UCzNQFLgYLGYJL-GS8Ld5kYA
• LinkedInlinkedin.com/company/loomis-sayles

Revenue estimate

Valuation estimate

Number of profiles

Profiles35 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Loomis, Sayles & Company