2020 YE — All values in USD billions — Source: CAMRADATA Live

Firm Information

AUM, Firm Distribution

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm AUM Total FirmAUM - 11.55 - 336.2 347.75
Loomis Sayles

One Financial Center, Boston, MA, 02111

Service Offerings & Client Profiles

Ancillary Services for InsurersYes/No
Investment Accounting Outsourcing
N
Customized Portfolio Reporting
Y
Client Web Portal
Y
Peer Analytics
N
Capital Modelling and Management
N
Income and Cash Flow Projections
Y
 Yes/No
ALM Partnering
N
Regulatory Assistance
N
Strategic Asset Allocation Advice
N
Tactical Asset Allocation / Multi-Asset Portfolio Management
Y
Client Conferences
Y
ESG Specific Products Available
N

Client Type Count

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm Total Firm - - - - -

Insurance Client Relationship Size

< $341.7M $341.7M - $1.4B $1.4B - $6.8B $6.8B - $13.7B > $13.7B 29 7 6 - -

AUM Summary

Insurance - General Account 3rd PartyTotal
Fixed Income
16.88
Equity
1.03
Multi Asset
7.32
Private Markets
Total Firm
25.23
Total FirmTotal
Fixed Income
18.89
Equity
1.03
Multi Asset
7.71
Private Markets
Total Firm
27.63

Total Firm

Fixed Income Equity Multi Asset Private Markets Total Firm 18.89 1.03 7.71 - 27.63

Regions

US UK Europeex-UK MiddleEast Pacificex-Japan Japan Other 263.59 12.77 20.18 5.46 14.68 12.66 18.4

AUM Details

Fixed income3rd Party Total Firm
Asset/Mortgage Backed
0.63
0.63
Convertible
-
-
Corporate
5.01
5.82
Emerging Markets – Corporates
0.07
0.07
Emerging Markets - Sovereigns
0.82
1.64
Government
0.25
0.25
High Yield
0.07
0.07
Loans
0.04
0.04
Money Market
-
-
Multi-Sector Fixed Income
7.32
7.71
Municipals – Taxable
0.48
0.48
Municipals – Tax-Preferenced
2.19
2.19
Multi Asset3rd Party Total Firm
Multi Asset
7.32
7.71
Equity3rd Party Total Firm
Asia
0.57
0.57
Emerging Markets
-
-
European inc. UK
-
-
Global
-
-
US
0.46
0.46
Other
-
-
Private Market3rd Party Total Firm
Hedge Funds
-
-
Infrastructure Debt
-
-
Infrastructure Equity
-
-
Private Debt
-
-
Private Equity
-
-
Property
-
-
Real Estate Debt
-
-
Other Alternatives
-
-

Notes
For further information about Loomis Sayles and to learn more about the firm, their investment strategies and the services they provide to insurance firms please login to CAMRADATA Live.