Bank Index

LOOMIS, SAYLES AND COMPANY, L.P.

Broker or investment firm · BOSTON, United States · overall 2.3 / 10

Open in Bank Index

How this 2.3 is built

Average of 8 scored needs: 2.3. Regulation in United States: 87/100 (World Bank governance indicators). Licence confirmed by a regulator's own list. Scores set by its kind of institution.

Asset or investment manager in United States

On its own website: “Explore Loomis Sayles’ research-driven investing: equity, fixed income, multi-asset and alternatives powered by 14 Alpha Engines—helping clients achieve goals today.”

Legal name
LOOMIS, SAYLES & COMPANY, L.P.
Regulated by
U.S. Securities and Exchange Commission
Licence confirmed
yes, on a regulator's own list
Established
1993
LEI
JIZPN2RX3UMNOYIDI313
Website
loomissayles.com

Scores, 0 to 10

7.0Licence and supervision
Placed from how well the registers prove the licence: A confirmed on a public register, B a regulator is named, C only listed.
6.0United States
Licensed and operating in its home country per the register entry; the depth of its offer here has not been checked yet.
6.0Investing spare company cash
This is what an institution of this kind does, according to the register that lists it. The actual terms of this company have not been read yet.
5.5Access to capital markets
This is what an institution of this kind does, according to the register that lists it. The actual terms of this company have not been read yet.
4.5Financial strength & stability
An investment firm rather than a bank: it holds client money for trading, not operating accounts. · source
3.0Cross-border payments, FX and multi-currency accounts
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
3.0Best interest on business balances
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
2.0Startups & VC-backed companies
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
1.5Online businesses: e-commerce and SaaS
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
1.5Trade, manufacturing & import-export
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
1.5Business cards (Visa, Mastercard)
An investment firm rather than a bank: it holds client money for trading, not operating accounts.
1.5High-risk verticals (iGaming, cannabis, adult, forex)
An investment firm rather than a bank: it holds client money for trading, not operating accounts.

Sources

Built on public information and the BankStore team's own aggregated experience; no confidential client or partner data. Bank Index and BankStore are not banks. This is information, not financial advice.