Loomis Sayles Expands Insurance Capabilities With Strategic Enhancements

  • Colin Dowdall, director of insurance solutions, overseeing strategy and client engagement
  • Pramila Agrawal, director of custom income strategies, portfolio manager for specialized insurance mandates
  • Erik Troutman, insurance strategist, responsible for advisory and asset liability management
  • Todd Needham, relationship manager, dedicated to insurance client relationships

Colin Dowdall, director of insurance solutions at Loomis Sayles (Photo: Business Wire)

BOSTON--()--Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today strategic enhancements to its insurance business platform, across client strategy and engagement, portfolio management, advisory, and relationship management. Loomis Sayles currently manages $12.7 billion in global insurance mandates, with clients located across Asia, Bermuda, Europe, and North America.

“As a leading fixed income manager, we can provide customized investment solutions beyond core mandates to insurance clients to meet their income needs,” said Kevin Charleston, chief executive officer. “Our strong focus on fundamental credit research and credit-intensive strategies aligns well with the needs of insurance clients who increasingly require a strategic partnership and advisory approach.”

Providing an effective, customized approach to insurance clients requires close coordination across client engagement and strategy, portfolio management, advisory, and relationship management. These dimensions of the firm’s insurance unit will be spearheaded by experienced investment professionals, all with prior experience working with insurance clients.

  • Colin Dowdall, who joined Loomis Sayles as director of insurance solutions in 2018, will serve as the key point of contact and advisor for insurance clients and prospects. Colin’s responsibilities range from designing specialized mandates, providing asset allocation insight, and coordinating efforts across the firm to support the unique needs of insurance clients.
  • Pramila Agrawal leads the investment effort as portfolio manager and director of custom income strategies. In this new role, Pramila will collaborate with insurance clients and partner with our respective investment teams to translate our investment process into unique solutions designed for insurance clients.
  • Erik Troutman recently joined Loomis Sayles as an insurance strategist. In this role, Erik is responsible for developing and providing the research, analysis and tools for effectively customizing investment strategies for insurance clients. Erik, a fellow in the Society of Actuaries, has over 20 years of experience.
  • Todd Needham, a relationship manager with Loomis Sayles since 2009, will be dedicated to insurance client relationships. Todd specializes in the unique reporting, regulatory and investment needs of insurance clients and has 19 years of industry experience overseeing insurance client relationships.

In addition, Loomis Sayles’ recent integration of McDonnell Investment Management has resulted in an expanded set of insurance investment capabilities. Dawn Mangerson, director of municipal portfolio management, and Jim Grabovac, investment strategist on the municipal fixed income team, both have over 30 years of investment experience and deep expertise in executing municipal and crossover investment strategies.

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $278.2 billion * in assets (as of June 30, 2019).

*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.

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($917.1 billion/€802.1 billion AUM2).

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. Services/ products are not available to all investors in all jurisdictions.

1 Cerulli Quantitative Update: Global Markets 2018 ranked Natixis Investment Managers as the 16th largest asset manager in the world based on assets under management as of December 31, 2017.

2 Net asset value as of December 31, 2018. Assets under management (“AUM”), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM. AUM does not include Vega Investment Managers, which was transferred to Natixis Wealth Management in December 2018.



Orla O’Brien

Release Summary

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today strategic enhancements to its insurance business platform.


Orla O’Brien