Loomis Sayles Names Michael Crowell Chief Investment Research Officer

BOSTON--()--Loomis, Sayles & Company, the global investment manager with $359.7 billion in assets under management as of 30 June 2024, is pleased to announce that Michael Crowell has been promoted to chief investment research officer (CIRO), a new role for the firm.

As Loomis Sayles’ global client base, product and solutions capabilities, and investment teams have grown over time, efficient connections between the firm’s central research teams and investment teams have become essential to the pursuit of attractive, sustainable returns for clients. Enhancing these connections and striving to maximize their impact on alpha generation is the focus of the new CIRO position, which reports to David Waldman, chief investment officer.

The CIRO role comprises Mike’s existing leadership roles as director of Applied Integrated Quant (Applied IQ) and co-director of macro strategies, in which he has been highly effective at identifying opportunities to better connect research and investment teams through the customization of research and enhancements in the investment process. His new responsibilities will include extending that skillset to a strategic partnership with the firm’s credit research team, working closely with co-directors of credit research Chris Gootkind, CFA and Shannon O’Mara, CFA.

Mike has been instrumental in creating a common research foundation that is customized to meet the unique objectives of each alpha engine,” said David. “We are confident that his focus on innovation and his demonstrated success in creating effective connections between our centralized research resources and fixed income teams will continue to help us maximize the impact of analytical insights on investment performance across differentiated portfolio management teams.”

Mike joined Loomis Sayles in 2007 as a client portfolio analyst and soon became a quantitative analyst for the Applied IQ group (formerly quantitative research risk analysis), where he helped to build the foundation of the firm’s proprietary risk model infrastructure and worked with portfolio managers on customizing this framework to fit their specific investment processes. Mike has steadily increased his leadership role on the Applied IQ team, becoming senior investment specialist in 2013, associate director in 2015 and director in 2017. In 2019, he was also named co-director of macro strategies. He began his investment industry career as a unit manager at Investors Bank & Trust. Mike earned a BS from Villanova University.

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 $359.7 billion* in assets (as of 30 June 2024).

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($43.8 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

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Contacts

Kate Sheehan
Loomis Sayles Media Relations
+1 617 960-4447
ksheehan@loomissayles.com

Contacts

Kate Sheehan
Loomis Sayles Media Relations
+1 617 960-4447
ksheehan@loomissayles.com