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Loomis, Sayles & Company

Insurance Solutions

Partnering with global insurance clients to offer tailored solutions that
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.

 

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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
Focused Strategies

Insurance Solutions Team

BY THE NUMBERS - As of 3/31/2023

54

Clients

$19B

Assets Under Management

244+

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.

PramilaAgrawal-2
PORTFOLIO MANAGEMENT

Pramila Agrawal

Portfolio Manager

ColinDowdall-1
INSURANCE SOLUTIONS & ADVISORY

Colin Dowdall

Director Team Solutions

LaurenMcDermott
INSURANCE SOLUTIONS & ADVISORY

Lauren McDermott

Insurance Solutions

ErikTroutman-1
INSURANCE SOLUTIONS & ADVISORY

Erik Troutman

Senior Strategist

SeanSaia-1
INSURANCE SOLUTIONS & ADVISORY

Sean Saia

Investment Director

LindaShin
INSURANCE RELATIONSHIP MANAGEMENT

Linda Shin

Insurance Solutions Relationship Manager

ToddNeedham
INSURANCE RELATIONSHIP MANAGEMENT

Todd Needham

Director Insurance Relationship Management

ZaraDin
INSURANCE RELATIONSHIP MANAGEMENT

Zara Din

Insurance Solutions Director

Questions for the team?

Let's Connect.

Colin Dowdall, CFA

Director of Insurance Solutions

Lauren McDermott

Insurance Solutions

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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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