Celebrating 100 years of investment excellence
Experience the culture, conviction and unwavering commitment to clients that define Loomis Sayles.
Interactive Flip Book
Selected Loomis Sayles advertisements from 1990s–2000s
The way we do our jobs has changed significantly over time, but the relationships and values have stayed constant. Some clients have been with us for decades, and those relationships really reflect what we value as a firm.
Every investment manager, no matter how good will occasionally go through challenging times. It’s typically the firms that invest heavily in client service and relationship management that not only come through those challenging times, but they come through those challenging times with even deeper client relationships.
As investors, we have to train ourselves to remember that risk is always present–it’s just that some days, it seems like it’s not. Therefore, we take a structural, permanent approach to risk mitigation when allocating capital.
The UWIN program is a product of the foundational principles that our firm’s founders designed 100 years ago… As we’ve prepared for this milestone anniversary, we have reaffirmed our commitment to inspiring, developing and recruiting the next generation of talent in the industry.
Moments & milestones from our first 100 years
1926
A. Vere Shaw, Robert H. Loomis, Ralph T. Sayles, and Arthur B. Nichols establish Shaw, Loomis & Sayles to provide independent, research-driven investment counsel to help clients achieve their financial goals.
1929
Despite the Great Depression, the prudent management team facilitates recovery, launching the firm's first mutual fund and returning to profitability by 1933.
1930
The firm is renamed Loomis, Sayles & Company and assets reach $1 million by 1936 as the firm introduces a new fund – the Loomis-Sayles Second Fund.
1950s
During its 25th year, and amid ongoing growth in the US and Canada, the firm expands leadership to 28 partners, reflecting the founders’ commitment to shared ownership and continuity.
1962
Loomis Sayles wins its first multiemployer plan mandate. Since then, the firm has continuously managed these plans, making it one of the longest-serving Taft-Hartley managers in the US.
1963
President Maurice Freeman centralizes all research into the Loomis Sayles "black book," enabling faster trendspotting and more streamlined analysis.
1976
Daniel J. Fuss, CFA, CIC, joins Loomis Sayles as Equity Portfolio Manager, marking the start of a distinguished five-decade career that continues today.
Late 1970s
As high inflation and underperforming “Nifty Fifty” growth stocks rock markets, institutional managers to seek new sources of alpha. Loomis Sayles will soon develop new strategies to support clients in achieving their goals.
1980–1984
Head of Research John Bunton transitions “equity analysts” to “industry analysts,” broadening research coverage and building on an internal rating system developed in the 1930s, marking the formation of the Credit Research Team.
1980–1984
Dan Fuss is appointed to lead the new Fixed Income Department where he pioneers a deep value, stock-picking approach to bond investing. This marks the launch of the Full Discretion Team and beginning of Dan’s enduring legacy.
1990
Throughout the decade, Loomis Sayles expands its research capabilities to generate investment insights on global macroeconomic conditions, opportunities and risks, laying the foundation for what is now the Macro Strategies Team.
1991
The firm launches a roster of mutual funds in fixed income and equities, providing individuals the ability to invest in portfolios that mirror strategies previously reserved for institutional clients.
1995
Robert J. Blanding is appointed CEO and focuses the next two decades on guiding growth, operational efficiency, and the expansion of investment resources to meet evolving client needs.
1996
Loomis Sayles launches its first offshore funds in Ireland, broadening its presence in global markets.
1998
Restructuring into three specialized groups – Fixed Income, Value, and Core Bond Management – Loomis Sayles enhances collaboration, streamlines operations, and improves client service.
2000
The Global Fixed Income Team launches, encompassing a suite of portfolios launched in the 1990s.
2000
Loomis Sayles formalizes its Relationship Management Team in recognition of its partnership-focused approach to client service.
2001
The acquisition of Back Bay Advisors leads to the formation of new investment teams including the Relative Return and Bank Loan Teams.
2002
Loomis Sayles formalizes its dedicated Consultant Relations Team, strengthening the firm's connectivity to global investment consultants.
2002
New Fixed Income CIO Jae Park sharpens investment discipline and codifies team philosophies, launching Alpha Engines—specialized teams aligned around a shared client focus.
2003
The firm relocates most operations to Boston Headquarters, while maintaining offices in Detroit, where the existing Small Cap Value/Small Mid Cap Core Team continues to reside, as well as San Francisco and Washington, DC.
2004
The Loomis Sayles Small Cap Growth Team undergoes a restructuring, laying the foundation for what is now known as the Specialty Growth Strategies Team.
2006
The inaugural Dan Fuss Award is conferred, honoring employees who, like Dan, possess a relentlessly positive attitude and consistently go the extra mile for clients.
2007
As assets surpass $100 billion the firm launches Quantitative Research Risk Analysis Team, now known as the Applied IQ Team, and the Investment Strategy and Risk Management Team.
2007
The firm launches the multi-asset focused Alpha Strategies Team.
2008
The firm adds new dimensions to its fixed income lineup with the introduction of the Disciplined Alpha and Mortgage & Structured Finance Teams.
2008–2009
Amid the Global Financial Crisis, Loomis Sayles doubles down on rigorous research and disciplined, repeatable investment processes to help guide clients through market volatility.
2010
Seeking new and highly differentiated equity offerings, Loomis Sayles establishes the Growth Equity Strategies platform, moving away from the trend towards passive management in the equity space.
2011
Drawing on nearly two decades of knowledge and experience, the firm launches the Emerging Markets Debt Team.
2012
The firm launches its proprietary In2! technology platform, enhancing the delivery of research across millions of daily data points.
2012
New offices in London and Singapore expand research capabilities and client service across time zones.
2013
Loomis Sayles formally establishes the Global Equity Opportunities Team, incorporating investment strategies previously launched in the 1990s.
2015
As CEO, Kevin Charleston ushers in a period of ongoing innovation with new Alpha Engines, customizable investment solutions, and expanded client resources. Under his leadership, AUM now surpass $400 billion as of 12/31/2025.
2015
Loomis Sayles launches UWIN and USID – two grassroots intern and mentorship programs aimed at recruiting undergraduate students who will help shape the next generation of investment leadership.
2016
Loomis Sayles publishes “Who We Are as Investors” and the defining Six Pillars that unify all Loomis Sayles Alpha Engines.
2018
Loomis Sayles introduces the Insurance Solutions Team, offering tailored investment advice and bespoke solutions for global insurance clients.
2018
Loomis Sayles launches its dedicated Environmental, Social and Governance Team, now known as the Sustainable Investments Team.
2019
The integration of McDonnell Investment Management brings significant enhancements, including the creation of the Municipal Bond Team and expanded resources for Insurance Solutions and managed accounts.
2019
Loomis Sayles launches the Custom Income Strategies Team to design and manage bespoke fixed income portfolios for institutional, insurance, and managed account clients.
2020
Loomis Sayles continues to diversify its fixed income platform with the addition of the Euro Credit Team based in Utrecht, Netherlands.
2021
To advance innovation and better serve clients, Loomis Sayles launches NIM-os™, a services subsidiary designed to deliver flexible, sophisticated technology and operational systems.
*NIM-os, LLC is a whole owned subsidiary of Loomis, Sayles & Company, L.P. that does not provide advisory services.
2021
Loomis Sayles publishes the IDEALS, crystallizing the shared cultural touchstones that shape and sustain its client-focused mission.
2022
Building on its foundation of deep credit research, the firm launches the Private Credit Team based in Minneapolis.
2024
Strengthening both knowledge, experience, and international reach, the Mortgage & Structured Finance Team expands by adding a Paris-based European Asset-Backed Securities Team.
2024
The firm restructures its specialist pension investment group to the Pension Solutions Team, supporting clients through collaborative partnerships and tailored strategies.
2026
On 1 January, Loomis Sayles celebrates 100 years, marking a century defined by enduring values and a continued focus on the future.
The Fuss Family Mental Health Initiative is an ongoing philanthropic and community service campaign aimed at making a difference in fighting the mental health crisis facing young individuals, especially in the most under-resourced areas within the cities where our employees live and work.
Since launching the Fuss Family Mental Health Initiative in 2021, Loomis Sayles has proudly invested more than $1.7 million and contributed over 900 employee volunteer hours to nonprofits at the forefront of combating the youth mental health crisis.
“Our children, all of them, are our future and it is our responsibility to keep them safe and healthy, both physically and mentally. Thank you for your persistence and thoroughness, culminating in a truly meaningful program for both Loomis Sayles employees and the young people of Boston. This initiative has the power to change lives — both at Loomis Sayles and in the greater Boston community — today and into the future.“
– Dan & RoseMary Fuss
