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Overview

Why Choose This Strategy?

  • To outperform the benchmark while maintaining moderate volatility
  • As an actively managed, benchmark-aware fixed income allocation

Investment Strategy

  • Portfolio managers seek to identify the best opportunities using Loomis in-house research, emphasizing bottom up security selection combined with top down macro analysis
  • Investment ideas are evaluated on a potential return versus contribution to portfolio risk basis, emphasizing diversification
  • Risk is managed on an overall portfolio basis, and kept within defined ranges to capitalize on potential market opportunities
  • Duration is typically managed within a close range to the index. Duration bands are +/- 1 year, but typically it is managed closer
  • Investment flexibility is constrained to the investment grade portion of the US fixed income markets, and typically includes US Treasurys, Agencies, Investment Grade Corporates, Mortgages Backed Securities (MBS), Asset Backed Securities (ABS), Commercial Mortgage Backed Securities (CMBS), and Yankee Bonds
  • Strategy holdings are typically between 50-90 individual securities, and also utilizes no-fee funds for access to higher minimum securities and provide additional diversification

Facts

Objective

Seeks to outperform the Bloomberg Barclays US Aggregate Index while maintaining a benchmark-aware risk return objective

Inception Date

03/01/07

Management

Loomis, Sayles & Company

  Joined the Firm Began Investment Career
Christopher T. Harms Photo

Christopher T. Harms

Vice President and Portfolio Manager

Full Bio

2010 1981
Clifton V. Rowe Photo

Clifton V. Rowe, CFA®

Vice President and Portfolio Manager

Full Bio

1992 1992
Daniel Conklin Photo

Daniel Conklin, CFA®

Vice President and Portfolio Manager

Full Bio

2012 2010

Literature

Sales & Support

For Financial Professionals

Investment Risks: All securities are subject to risk, including possible loss of principal. Please read the risks associated with each investment prior to investing. Detailed discussions of each investment’s risks are included in Part 2A of each firm’s respective Form ADV. The investments highlighted in this presentation may be subject to certain additional risks. The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. This document may contain references to third party copyrights, indexes, and trademarks, each of which is the property of its respective owner. Such owner is not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”) and does not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products. The index information contained herein is derived from third parties and is provided on an “as is” basis. The user of this information assumes the entire risk of use of this information. Each of the third party entities involved in compiling, computing or creating index information disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to such information.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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