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
- Acquisition Portfolio 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.
Featured Content
- Meeting Complex Insurance Client Needs with Custom Technology
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Are emerging markets the most-exciting sector?
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Structured Settlements and Smart Systems: A Deep Dive with Independent Life and Loomis Sayles
- Trading Floor Notes: Emerging Market Debt and Liquidity
- Fact vs. Fiction? Tackling the Tough Questions about EM Corporates for Insurers?
- Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
- EM Debt Flips the Script
- Entering 2024 with an Up-in-Quality Approach
- Are Conditions Constructive for Credit?
- 2023 Insurance Asset Risk Awards: Structured Debt Manager of the Year & Multi-Asset Manager of the Year
- What Value Can ABS Provide to Insurance Companies?
- EM Corporates with Elisabeth Colleran of Loomis Sayles
- The Evolution of Private Fixed Income New Opportunities to Help Diversify and Strengthen Insurance Portfolios
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, PhD, CFA
Portfolio Manager, Director of Custom Income Strategies
Pramila Agrawal, PhD, CFA
Portfolio Manager, Director of Custom Income Strategies
Colin Dowdall, CFA
Global Head of Insurance Solutions
Colin Dowdall, CFA
Global Head of Insurance Solutions
Lauren McDermott
Director, Insurance Solutions
Lauren McDermott
Director, Insurance Solutions
Erik Troutman, CFA, FSA, MAA
Co-Head of Institutional Advisory
Erik Troutman, CFA, FSA, MAA
Co-Head of Institutional Advisory
Sean Saia, CFA
Insurance Director
Sean Saia, CFA
Insurance Director
Linda Shin
Insurance Director
Linda Shin
Insurance Director
LandScape
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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