Loomis, Sayles & Company, L.P. has been providing investment management services since 1926. The firm primarily serves institutional clients, pension funds, endowments, foundations, and various investment funds, offering a wide array of fixed income and equity investment strategies. Additionally, Loomis, Sayles & Company participates in wrap fee programs and provides model portfolios to third-party program sponsors. The firm relies on a disciplined, research-based investment philosophy combining rigorous fundamental research, macroeconomic analysis, and quantitative tools to identify market inefficiencies and generate risk-adjusted returns. Loomis, Sayles & Company operates as a subsidiary of Natixis Investment Managers, LLC, part of the asset and wealth management division of Groupe BPCE.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.60% |
Representative fee schedule shown (Small Cap Value strategy). Loomis, Sayles & Company maintains numerous distinct fee schedules for various fixed income, equity, and collective trust strategies with minimum account sizes typically starting at $5 million to $100 million.