March 23, 2017 6:54 AM ET

Capital Markets

Company Overview of Loomis, Sayles & Company L.P.

Company Overview

Loomis, Sayles & Company, L.P. is a privately owned investment manager. The firm provides its services to insurance companies, state or municipal government entities, pension and profit sharing plans, other pooled investment vehicles, charitable organizations, high net worth individuals, banking or thrift institutions, investment companies, corporations, and other investment advisers. It manages separate client focused equity and fixed income portfolios. The firm also launches and manages equity, fixed, and balanced mutual funds for its clients. It also launches and manages hedge funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It invest...

One Financial Center

Boston, MA 02111

United States

Founded in 1926

Phone:

617-482-2450

Fax:

617-357-6158

Key Executives for Loomis, Sayles & Company L.P.

Chief Executive Officer, President, and Director
Vice President, Chief Financial Officer, and Director
Managing Partner, Executive Vice President, Portfolio Manager and Vice Chairman
Age: 83
Chief Investment Officer, Executive Vice President, Portfolio Manager, and Director
Chief Information Officer, Executive Vice President, Director, Member of Management Committee, Member of New Product Committee, Member of Ethics Committee, Member of Trading Oversight Committee, Member of Risk Management Committee
Compensation as of Fiscal Year 2016.

Loomis, Sayles & Company L.P. Key Developments

Loomis, Sayles & Company, L.P Presents at 22nd Annual ABS East Conference, Sep-20-2016 11:00 AM

Loomis, Sayles & Company, L.P Presents at 22nd Annual ABS East Conference, Sep-20-2016 11:00 AM. Venue: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Speakers: Dmitri Rabin, Vice President, Global RMBS and Covered Bond Strategist.

Loomis, Sayles & Company L.P. Presents at Insight Information Canadian Fixed Income Investments in Pensions Forum, Jun-21-2016

Loomis, Sayles & Company L.P. Presents at Insight Information Canadian Fixed Income Investments in Pensions Forum, Jun-21-2016 . Venue: Trump International Hotel & Tower, Toronto, Ontario, Canada. Speakers: Matthew J. Eagan, Vice President and Portfolio Manager.

Mercer US Small/Mid Cap Growth Equity Fund Hires Loomis, Sayles & Company, L.P. as Subadvisor to the Fund

The Board of Trustees of the Trust has approved the hiring of Loomis, Sayles & Company, L.P. to serve as a subadvisor to the Mercer US Small/Mid Cap Growth Equity Fund. In conjunction with this appointment, the Board has approved a new subadvisory agreement between Mercer Investment Management Inc., the Fund’s investment advisor, on behalf of the Fund, and Loomis Sayles. The Board also has determined to terminate the subadvisory agreement with Palisade Capital Management, L.L.C. (“Palisade”), one of the subadvisors that previously managed an allocated portion of the Fund’s portfolio, and Loomis Sayles has taken over the management duties of the Fund’s portfolio previously allocated to Palisade. Loomis Sayles began managing its allocated portion of the Fund’s investment portfolio on April 1, 2016.

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Recent Private Companies Transactions

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