Loomis, Sayles & Company

Natixis Investment Managers Named a Diversity Champion in the InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Awards

Retrieved on: 
Monday, October 4, 2021

Natixis Investment Managers (Natixis IM) was recognized as a Diversity Champion in the InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Awards during the fourth annual summit and awards program that took place in New York on September 21, 2021.

Key Points: 
  • Natixis Investment Managers (Natixis IM) was recognized as a Diversity Champion in the InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Awards during the fourth annual summit and awards program that took place in New York on September 21, 2021.
  • In presenting a Diversity Champion award to Natixis IM, InvestmentNews cited Natixis Investment Managers Solutions AIA Racial Equity Investment Portfolios launched in early 2021.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

State Street Global Advisors Expands Fixed Income ETF Offering with Debut of SPDR® Loomis Sayles Opportunistic Bond ETF

Retrieved on: 
Tuesday, September 28, 2021

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced the launch of the SPDR Loomis Sayles Opportunistic Bond ETF (OBND) .

Key Points: 
  • State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced the launch of the SPDR Loomis Sayles Opportunistic Bond ETF (OBND) .
  • We are excited to join State Street Global Advisors distinguished SPDR franchise with OBND, which is an innovative solution for credit investors.
  • Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation.
  • State Street Global Advisors Funds Distributors, LLC is not affiliated with Loomis Sayles.

Loomis Sayles Announces Changes to Municipal Bond Investment and Research Platform

Retrieved on: 
Wednesday, September 15, 2021

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, today announced changes aimed at enhancing its municipal bond investment and research platform.

Key Points: 
  • Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, today announced changes aimed at enhancing its municipal bond investment and research platform.
  • These changes are designed to support the development and delivery of competitive municipal bond investment strategies that can meet client needs and market demand.
  • Jim will retain his role as a municipal bond strategist and Larry will join Brian Fahrman on the municipal bond trading desk.
  • Kelly Cruse, a member of the municipal research team for more than 10 years, has been promoted to head of municipal bond research, reporting to Chris Gootkind, director of credit research.

Latitude Continues Nationwide Growth by Opening Offices in Austin and Boston

Retrieved on: 
Tuesday, September 14, 2021

NASHVILLE, Tenn., Sept. 14, 2021 /PRNewswire/ -- Latitude, a national legal services company specializing in high-end flexible legal talent for corporate legal departments and law firms, has opened offices in Austin and Boston.

Key Points: 
  • NASHVILLE, Tenn., Sept. 14, 2021 /PRNewswire/ -- Latitude, a national legal services company specializing in high-end flexible legal talent for corporate legal departments and law firms, has opened offices in Austin and Boston.
  • These new offices are part of the company's national growth plan and follow openings in Indianapolis and Miami last year.
  • Jeff Lilly, who will lead Latitude's Austin office, was most recently the co-managing partner of the Austin office of Am Law 100 firm Gordon Rees Scully Mansukhani, LLP.
  • Before joining Gordon & Rees, Lilly was a partner at Clark, Thomas & Winters, at one time the largest firm in Austin.

Natixis Investment Managers Unites Several Businesses Under “Natixis Investment Managers Solutions”

Retrieved on: 
Wednesday, August 4, 2021

Natixis Investment Managers (Natixis) today announced that it has unified several sub-branded businesses related to direct indexing, overlay, and multi-asset portfolios along with its consulting business under a single division called Natixis Investment Managers Solutions.

Key Points: 
  • Natixis Investment Managers (Natixis) today announced that it has unified several sub-branded businesses related to direct indexing, overlay, and multi-asset portfolios along with its consulting business under a single division called Natixis Investment Managers Solutions.
  • Bringing these capabilities together under one roof as Natixis Investment Managers Solutions represents our continued efforts to deliver best-in-class investment solutions for our clients, said Curt Overway, Co-Head of Natixis Investment Managers Solutions.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

Loomis Sayles Welcomes Susan Sieker as Chief Financial Officer

Retrieved on: 
Monday, April 12, 2021

b'Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Susan Sieker has joined Loomis Sayles as executive vice president and chief financial officer (CFO).

Key Points: 
  • b'Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Susan Sieker has joined Loomis Sayles as executive vice president and chief financial officer (CFO).
  • Susan reports to Kevin Charleston, chairman and chief executive officer of Loomis Sayles, and will oversee the finance organization.\nThis press release features multimedia.
  • View the full release here: https://www.businesswire.com/news/home/20210412005613/en/\nSusan joins Loomis Sayles from Cambridge Associates, where she was the chief financial officer and oversaw financial planning and analysis, treasury, accounting operations, financial reporting, payroll and taxes.
  • Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.\nNatixis Investment Managers serves financial professionals with more insightful ways to construct portfolios.

Loomis Sayles Announces Three New Roles Focused on Environmental, Social and Governance (ESG)

Retrieved on: 
Wednesday, March 31, 2021

Holly joined Loomis Sayles in 2012 from Essex Investment Management Company, where she was an investment associate.

Key Points: 
  • Holly joined Loomis Sayles in 2012 from Essex Investment Management Company, where she was an investment associate.
  • Loomis Sayles Investments Limited ("LSIL") is a subsidiary of Loomis, Sayles & Company L.P., and it is authorised and regulated by the Financial Conduct Authority.
  • *Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
  • Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.

Loomis Sayles Global Growth Strategy Reaches Five Year Anniversary

Retrieved on: 
Tuesday, March 30, 2021

*The benchmark for the Global Growth Composite is the MSCI All Country World Index.

Key Points: 
  • *The benchmark for the Global Growth Composite is the MSCI All Country World Index.
  • For additional information on this and other Loomis Sayles strategies, please visit our website at www.loomissayles.com .
  • **Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
  • Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.

Chris Yiannakou Named Head of Loomis Sayles Investments Limited, London

Retrieved on: 
Wednesday, March 17, 2021

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Chris Yiannakou has been named head of Loomis Sayles Investments Limited (LSIL), Loomis Sayles London-based entity.

Key Points: 
  • Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Chris Yiannakou has been named head of Loomis Sayles Investments Limited (LSIL), Loomis Sayles London-based entity.
  • View the full release here: https://www.businesswire.com/news/home/20210317005602/en/
    Chris Yiannakou is the head of Loomis Sayles Investments Limited, Loomis Sayles London-based entity.
  • Chris joined Loomis Sayles in 2012 from UBS Global Asset Management, where he was head of consultant relationships for Europe.
  • Loomis Sayles Investments Limited ("LSIL") is a subsidiary of Loomis, Sayles & Company L.P., and it is authorised and regulated by the Financial Conduct Authority.

Loomis Sayles Welcomes Marques Benton as Chief Diversity, Equity and Inclusion Officer

Retrieved on: 
Tuesday, January 19, 2021

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Marques Benton has joined Loomis Sayles as chief diversity, equity and inclusion (DEI) officer.

Key Points: 
  • Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Marques Benton has joined Loomis Sayles as chief diversity, equity and inclusion (DEI) officer.
  • Marques reports jointly to Kevin Charleston , chief executive officer and president of Loomis Sayles and John Russell , head of human resources and senior counsel.
  • View the full release here: https://www.businesswire.com/news/home/20210119005734/en/
    Marques Benton is the chief diversity, equity & inclusion officer at Loomis, Sayles & Company.
  • Marques appointment as chief DEI officer is the latest step in the evolution of the Loomis Sayles DEI plan.