Loomis, Sayles & Company

Loomis Sayles Short Term Emerging Markets Bond Fund Celebrates Ten Year Milestone

Retrieved on: 
Tuesday, March 12, 2024
Asset Management, Professional Services, Finance, H-S, Loomis, Sayles & Company, USD, Research, Philosophy, Security (finance)

Loomis, Sayles & Company celebrates the 10-year anniversary of its Short Term Emerging Markets Bond Fund, which reached this significant milestone in December 2023.

Key Points: 
  • Loomis, Sayles & Company celebrates the 10-year anniversary of its Short Term Emerging Markets Bond Fund, which reached this significant milestone in December 2023.
  • The team, which has a more than 15-year track record overseeing emerging markets debt portfolios, brings distinct perspectives and a collaborative approach to investing.
  • The team draws on Loomis Sayles' extensive macroeconomic and sovereign research as well as a dedicated team of emerging markets credit analysts.
  • “Our emerging markets debt team has managed portfolios adeptly through multiple cycles and evolving market regimes,” said David Waldman, chief investment officer of Loomis Sayles.

Loomis Sayles Appoints Pramila Agrawal to Board of Directors

Retrieved on: 
Wednesday, March 6, 2024
Asset Management, Professional Services, Finance, Master of Science, Loomis, Sayles & Company, Doctor of Philosophy, Multimedia, CFA, Metis, Engineering, CIS, Vanderbilt University, Research

Loomis, Sayles & Company, a global investment manager with $335 billion in assets under management as of 31 December 2023, announced today the election of Pramila Agrawal, PhD, CFA, to its Board of Directors, effective 5 March 2024.

Key Points: 
  • Loomis, Sayles & Company, a global investment manager with $335 billion in assets under management as of 31 December 2023, announced today the election of Pramila Agrawal, PhD, CFA, to its Board of Directors, effective 5 March 2024.
  • Pramila is head of the firm’s Custom Income Strategies (CIS) group and a portfolio manager for specialized fixed income mandates.
  • View the full release here: https://www.businesswire.com/news/home/20240306958423/en/
    “We are thrilled to welcome Pramila to the leadership team,” said Kevin Charleston, chief executive officer and chairman of the board.
  • Prior to Loomis Sayles, Pramila was in a research and development position at Metis Design.

Loomis Sayles Euro Credit Team Celebrates First Three-Year Milestones

Retrieved on: 
Thursday, February 15, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Consultant, Natixis Investment Managers, Growth, Loomis, Sayles & Company, Security (finance)

Loomis, Sayles & Company, the global investment manager and Natixis Investment Managers affiliate with EUR311 billion in assets under management as of 31 December 2023, is pleased to celebrate the three-year anniversaries of its Loomis Sayles Euro Credit and Loomis Sayles Euro High Yield funds.

Key Points: 
  • Loomis, Sayles & Company, the global investment manager and Natixis Investment Managers affiliate with EUR311 billion in assets under management as of 31 December 2023, is pleased to celebrate the three-year anniversaries of its Loomis Sayles Euro Credit and Loomis Sayles Euro High Yield funds.
  • Backed by Loomis Sayles’ industry-leading data infrastructure and its corporate culture focused on asset management, the Euro Credit team seeks to generate consistent excess return versus the benchmark.
  • Loomis Sayles Euro Credit invests primarily in investment grade, euro-denominated corporate bonds while Loomis Sayles Euro High Yield invests primarily in the BB segment of the euro-denominated high yield corporate bond market.
  • “These results reflect the relevance of the team’s capabilities in helping to meet the needs of clients and investment consultants across Europe.”
    “We are fortunate to benefit from the exceptional infrastructure and tools that Loomis Sayles has invested in, which have provided the Euro Credit team with a solid base for growing efficiently and generating investment ideas,” said Rik den Hartog, portfolio manager and co-head of the Loomis Sayles Euro Credit team.

PPM America Adds PGIM Principal To Global Distribution Team

Retrieved on: 
Monday, February 12, 2024
Finance, Banking, Professional Services, Asset Management, Human Resources, Janus, Senior, Private equity, Loomis, Sayles & Company, Multimedia, PPM, Bond credit rating, PGIM, Axa Investment Managers, Janus Henderson, Management

PPM America, Inc. (PPM) today announced the hiring of Jamison Gagnier to its Global Distribution team as a Senior Managing Director.

Key Points: 
  • PPM America, Inc. (PPM) today announced the hiring of Jamison Gagnier to its Global Distribution team as a Senior Managing Director.
  • Gagnier is a seasoned industry professional with over 25 years of experience, most recently serving as a Principal on PGIM’s Institutional Client Advisor team.
  • View the full release here: https://www.businesswire.com/news/home/20240212700886/en/
    PPM America adds Jamison Gagnier to its Global Distribution team as Senior Managing Director.
  • “PPM has quietly gone about its business for over 30 years, and now we are well-positioned to build upon that foundation.”

Loomis Sayles Announces Retirement of Carol Embree, Portfolio Manager on the Relative Return Team

Retrieved on: 
Thursday, January 18, 2024
Asset Management, Professional Services, Finance, Retirement, Philosophy, Research, Loomis, Sayles & Company, Bank

Loomis, Sayles & Company announced today the retirement of Carol Embree, portfolio manager on the firm’s relative return team, following a long and distinguished career.

Key Points: 
  • Loomis, Sayles & Company announced today the retirement of Carol Embree, portfolio manager on the firm’s relative return team, following a long and distinguished career.
  • In 2013, she joined the relative return team as a senior credit portfolio strategist and in 2014 was promoted to portfolio manager.
  • “We are extremely grateful to Carol for her years of dedication to Loomis Sayles and our clients,” said David Waldman, chief investment officer, Loomis Sayles.
  • The team comprises two dozen dedicated investment team members, with an average portfolio manager tenure of 19 years.

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Retrieved on: 
Wednesday, January 10, 2024
Environment, Insurance, Finance, Other Energy, Banking, Accounting, Professional Services, Alternative Energy, Energy, Asset Management, Eye, Probability, Compact disc, Research, Mírová, Uncertainty, AEW Capital Management, History, Fund, Risk, Election, Retirement, Absorption, Growth, Private, ETF, United States dollar, Policy, IRAS, ESG, Treasury, IRA, Communication, Optimism, Suite, Risk management, Equity, Fear, Gateway, Harris Associates, Loomis, Sayles & Company, Atmosphere, Central bank, Federal, NAV, Federal Reserve, Required minimum distribution, Investment, Boylston Street, Natixis Investment Managers, Reuters, Broker-dealer, Name, Bias, GP, Pressure, Index, LP record, Fed, NOI, GDP, Security (finance)

At least one Natixis Affiliated Investment Manager and one of our strategists believes the long-running Dollar bull market is in trouble.

Key Points: 
  • At least one Natixis Affiliated Investment Manager and one of our strategists believes the long-running Dollar bull market is in trouble.
  • Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
  • The investment management subsidiaries of Natixis Investment Managers mentioned in this presentation conduct any investment management activities only in and from the jurisdictions in which they are licensed or authorized.
  • Natixis Distribution, LLC and Natixis Advisors, LLC are located at 888 Boylston Street, Suite 800, Boston, MA 02199.

PPM Builds Global Distribution Team

Retrieved on: 
Thursday, November 2, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, Legg Mason, Health care, Fixed income, PPM, Beckner, Global distribution system, Bond credit rating, Endowment, Outsourced, Multimedia, Highland Capital Management, Senior, CIO, Private equity, Head, Consultant, Family, Loomis, Sayles & Company, Music, Management

PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.

Key Points: 
  • PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.
  • View the full release here: https://www.businesswire.com/news/home/20231102786100/en/
    PPM welcomes the addition of Jeff Seaver as the Head of Global Distribution.
  • His previous roles also include Managing Director positions at Highland Capital Management and Loomis Sayles, where he was responsible for building out and overseeing the EMEA distribution team.
  • “Based upon their past experience on successful teams, both Jeff and Laura know that PPM has all the pieces necessary to deliver consistent results alongside tremendous client service.”

Loomis Sayles Expands European Presence With Formal Launch of Loomis Sayles (Netherlands) B.V.

Retrieved on: 
Wednesday, November 1, 2023
Consulting, Asset Management, Professional Services, Finance, Markets in Financial Instruments Directive 2014, United Kingdom, Consultant, Loomis, Sayles & Company, AFM, Financial adviser, Bank

The formal launch of Loomis Sayles (Netherlands) B.V. follows on the recent approval by Dutch financial regulator Autoriteit Financiële Markten (AFM) of the office’s Alternative Investment Fund Manager (AIFM) license with MiFID top up permissions.

Key Points: 
  • The formal launch of Loomis Sayles (Netherlands) B.V. follows on the recent approval by Dutch financial regulator Autoriteit Financiële Markten (AFM) of the office’s Alternative Investment Fund Manager (AIFM) license with MiFID top up permissions.
  • With the AIFM license, Loomis Sayles broadens its capability to offer investment solutions within the EMEA market, helping to meet the distinct needs of clients and the consultant community in the region.
  • The Loomis Sayles Euro Credit team anchors the Netherlands office.
  • As of 30 September 2023, the team manages EUR1.50 billion in assets across the following three strategies that are of significant interest to the firm’s European clients:
    “Supporting the needs of clients and investment consultants across EMEA is a strategic priority for Loomis Sayles,” said Kevin Charleston, chief executive officer of Loomis Sayles.

SMArtX Advisory Solutions' Manager Marketplace Welcomes GW&K Investment Management

Retrieved on: 
Thursday, September 7, 2023
PALM, TAMP, Investment, Loomis, Sayles & Company, UMA

WEST PALM BEACH, Fla., Sept. 7, 2023 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), is excited to announce the addition of ten investment strategies from esteemed investment management firms GW&K Investment Management, Loomis Sayles & Company, and Northern Trust Investments. The platform now features 1,242 strategies from 296 asset management firms.

Key Points: 
  • WEST PALM BEACH, Fla., Sept. 7, 2023 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), is excited to announce the addition of ten investment strategies from esteemed investment management firms GW&K Investment Management, Loomis Sayles & Company, and Northern Trust Investments.
  • The platform now features 1,242 strategies from 296 asset management firms.
  • GW&K Investment Management debuts on the SMArtX platform, introducing a dynamic combination of fixed income and equity strategies, while Loomis Sayles & Company and Northern Trust Investments, Inc. are amplifying their existing presence within the SMArtX model marketplace.
  • Loomis Sayles has added their Large Cap Growth model strategy and Northern Trust Investments has introduced their set of Diversified Strategist Portfolios.

Lynsey Fitzgerald Joins Crescent Capital Group as Head of Consultant Relations

Retrieved on: 
Wednesday, July 19, 2023
Consulting, Banking, Professional Services, Finance, Crescent Capital Group, BlackRock, Crescent, Loomis, Sayles & Company, Capital Group Companies, Head, Consultant, Loomis, Financial services

Crescent Capital Group LP, a leading alternative credit investment firm, announced today that Lynsey Fitzgerald has joined the company as Head of Consultant Relations.

Key Points: 
  • Crescent Capital Group LP, a leading alternative credit investment firm, announced today that Lynsey Fitzgerald has joined the company as Head of Consultant Relations.
  • Based in Boston and reporting to Crescent’s Global Head of Investor Solutions Jonathan Harari, Ms. Fitzgerald is responsible for managing the firm’s relationships with global investment consulting firms.
  • Ms. Fitzgerald brings more than 20 years of experience in consultant relationship management to Crescent Capital.
  • I look forward to partnering with the Crescent team in bringing best-in-class solutions to consulting partners and their clients,” said Ms. Fitzgerald.