
Insurance Solutions
encompass investment management, advisory & relationship management.
Our Philosophy
We leverage Loomis Sayles' leading alpha generating capabilities to address complex needs of our insurance clients. Drawing upon Loomis Sayles' diverse suite of fixed income strategies, we layer in our deep insurance and relationship management expertise to design customized solutions that help meet client objectives.
Asset Allocation Support Processes
- Asset / Liability Modeling
- Tax Modeling / Optimization
- Surplus Portfolio Modeling / Optimization
- Regluatory / Capital Efficiency Modeling
Portfolio Management Support Processes
- Customized Benchmarking
- Scenario Analysis / Testing
- Cash Flow Analysis
- Liquidity Modeling
- Customized Insurance Reporting
- CECL/ECL Suppor
Business Report Processes
- Aquisition Protfolio Due Diligence
- Regulatory / Rating Agency Support
- Custodian Analysis
Our Custom Approach
At Loomis Sayles we recognize that each insurance company has distinct needs and requires an investment strategy designed to meet specific client parameters. Our approach can integrate the expertise and investment skill of our alpha engines with a portfolio management team in building bespoke portfolios that are sensitive to regulatory, rating agency, and yield requirements. We believe the result creates a powerful partnership.
Explore More from the Insurance Solutions Team
Click through the featured content for a curated list of Insurance focused thought leadership. The focused strategies feature insurance-based solutions that we can partner with you on for customized investment.
Featured Content
Insurance Solutions Team

Clients
Assets Under Management
Portfolios
Meet the Team
Loomis Sayles has a team dedicated to servicing insurance clients. Our primary objective is to work
proactively with clients to provide a tailored strategy that spans investment management, solutions,
advisory and relationship management.

Pramila Agrawal
Portfolio Manager

Colin Dowdall
Director Team Solutions

Lauren McDermott
Insurance Solutions

Erik Troutman
Senior Strategist

Sean Saia
Investment Director

Linda Shin
Insurance Solutions Relationship Manager

Todd Needham
Director Insurance Relationship Management

Zara Din
Insurance Solutions Director
Disclosure
This marketing communication is provided by Loomis Sayles for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Commodity, interest and derivative trading involves substantial risk of loss. This is not an offer of, or a solicitation of an offer for, any investment strategy or product.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
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