Loomis Sayles Sustainable Euro Credit Fund Achieves Three-Year Milestone
Loomis, Sayles & Company, the global investment manager with EUR320 billion in assets under management as of 31 March 2024, and a Natixis Investment Managers affiliate, announced today that its Loomis Sayles Sustainable Euro Credit fund reached its three-year anniversary on 19 May 2024.
The fund, with EUR825 million in assets as of 31 March 2024, is managed by the Loomis Sayles Euro Credit team under the leadership of co-heads Rik den Hartog and Pim van Mourik Broekman. Backed by Loomis Sayles' industry-leading data infrastructure and its corporate culture focused on asset management, the Euro Credit team seeks to generate consistent excess return versus the benchmark using an active, conservative alpha investment process that aims to capitalize on inefficiencies in the euro credit market. In addition to their top-down approach, the team aims to generate alpha by leveraging bottom-up fundamental corporate- and relative value-analysis. They consider ESG to be a key factor for analysis when evaluating a company's overall credit quality.
The Loomis Sayles Sustainable Euro Credit fund, which has the French Label ISR, invests primarily in a diversified portfolio of euro-denominated investment grade corporate debt securities using an integrated sector and issuer selection process based on stringent ESG criteria.
The Euro Credit team's other funds ? Loomis Sayles Euro Credit and Loomis Sayles Euro High Yield ? already reached their three-year milestones in February of this year. All three of the team's funds are classified as SFDR (Sustainable Finance Disclosure Regulation) Article 8.
"In recent years, we have seen both an increase in capital being invested in the euro credit market and a shift in client demands toward sustainable investment strategies," said Rik den Hartog, portfolio manager and co-head of the team. "Through the substantial investment that Loomis Sayles has made in data and infrastructure, our team is able to effectively process and combine ESG data with standard financial data to help us identify both risks and opportunities as we seek strong risk-adjusted returns for our clients."
"We are proud that all three of the Loomis Sayles Euro Credit funds now have achieved three-year track records along with consistently strong performance and meaningful asset growth," said Pim van Mourik Broekman, portfolio manager and co-head of the team. "These results underscore the appeal of our differentiated ?conservative alpha' approach for clients and investment consultants across Europe."
Learn More About Loomis Sayles Euro Credit
ABOUT LOOMIS SAYLES
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 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, risk-adjusted returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $348.4billion* in assets (as of 31 March 2024).
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($41.8 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.
ABOUT NATIXIS INVESTMENT MANAGERS
Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers1 with more than $1.3 trillion assets under management2 (?1.2 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d'Epargne retail networks. Natixis Investment Managers' affiliated investment management firms include AEW; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers' website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers' distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2023 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2022.
2 Assets under management ("AUM") of current affiliated entities measured as of March 31, 2024, are $1,321.9 billion (?1,224.9 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
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