Loomis Sayles Establishes Dedicated Team for OCIO Partnerships

Emily Hannum, long time member of Loomis Sayles’ institutional sales team, will head a new group as director of OCIO services. (Photo: Business Wire)

BOSTON--()--Loomis, Sayles & Company announced today the formation of a specialized team focusing on the needs of outsourced chief investment officer (OCIO) clients. Emily Hannum, long time member of Loomis Sayles’ institutional sales team, will head up this group as director of OCIO services. In this role, Emily will oversee both sales and client service specific to dedicated OCIO clients.

Additional members of the OCIO team include:

  • Chris Perkin – currently director of DC and sub-advisory services, Chris will now also lead manager of manager sales for the OCIO team.
  • Molly Giffen – a member of the consultant relations team at Loomis, Molly will now also focus on relationship management with OCIO clients.

“With the significant increase in globally outsourced assets in recent years and the growth in OCIO directed assets at Loomis Sayles, we are responding to an important trend in our business,” said John Gallagher, director of institutional services. "The formation of this specialized team allows us to better partner with OCIO providers by delivering the resources and expertise that will help them serve their clients most effectively. The top OCIO providers have built solid relationships with their clients by providing comprehensive investment solutions. Emily and her team specialize in understanding the needs of OCIO providers and can deliver the specialized investment products and related support that drives their success.”

About Loomis Sayles

Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $232 billion in assets as of September 30, 2015.

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Contacts

Loomis, Sayles & Company, L.P.
Orla O’Brien, 617-478-7480
oobrien@loomissayles.com
or
Erin Heard, 617-960-2029
eheard@loomissayles.com

Release Summary

Loomis, Sayles & Company announced today the formation of a specialized team focusing on the needs of outsourced chief investment officer (OCIO) clients.

Contacts

Loomis, Sayles & Company, L.P.
Orla O’Brien, 617-478-7480
oobrien@loomissayles.com
or
Erin Heard, 617-960-2029
eheard@loomissayles.com