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Insurance ESG Considerations: A Practitioner's Viewpoint on Portfolio Customization

As insurers look to their portfolios to meet income goals while delivering on new and shifting ESG demands, the need for tailored portfolios continues to increase.

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Loomis, Sayles & Company, LP

For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide. To do this, our performance-driven investors aim to deliver long-term results by leveraging deep, independent research and rigorous risk analysis. With the resources, foresight, and flexibility to look far and wide for value in broad and narrow markets, Loomis Sayles has remained a trusted partner to its clients since 1926. Loomis Sayles proudly manages $417.9 billion* in assets on behalf of clients worldwide (as of March 31, 2026). 
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($53.9 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

Our Insurance Team possesses the knowledge and experience necessary to address the distinct requirements of insurance clients. By fostering collaborative partnerships, we work with global insurance organizations to provide customized solutions spanning portfolio management, advisory services, relationship management, reporting, and proprietary risk and reporting tools. Our offerings include both core and specialty insurance mandates, supported by our proprietary risk analytics and technology platform. 
 

Colin Dowdall, CFA
Global Head of Insurance Solutions
cdowdall@loomissayles.com
(617) 449-8782

Lauren McDermott
Director, Insurance Solutions
lmcdermott@loomissayles.com
(617) 816-6301

Loomis, Sayles & Company, LP
One Financial Center
Boston, MA 02111

 

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