On January 1, 2019, Natixis transferred ownership of McDonnell Investment Management, LLC (McDonnell) to Loomis, Sayles & Company, Inc., the general partner of Loomis, Sayles & Co., L.P. (Loomis Sayles). In July 2019, McDonnell assigned its clients to Loomis Sayles following a client consent process. McDonnell's team of municipal investment professionals continues its role at Loomis Sayles pursuing the same investment philosophy and employing the same investment process that it has throughout the years. McDonnell's taxable strategies transitioned to the Loomis Sayles Relative Return team in 2019.

About

McDONNELL INVESTMENT MANAGEMENT

At A Glance

  • Fixed Income Specialist for Institutional and Private Clients; Established in 2001
  • Affiliate of Natixis Investment Managers
  • Headquarters Based in Suburban Chicago
INVESTMENTS
  • Relative Value, High Quality Fixed Income Manager
  • Dedicated to Preserving and Protecting our Clients’ Wealth
  • Focused on Rigorous Fundamental Analysis
INVESTMENTS
  • Long Tenured, Seasoned Portfolio Management Team
  • Accomplished Credit Research Professionals Dedicated to Fixed Income Sectors
  • Robust, Streamlined Operations Platform
INVESTMENTS
GROWING OUR BUSINESS

Assets Under Management

From the firm’s early roots as a small division of a large financial services company through its integration into a global asset management firm operating within a multi-affiliate structure, McDonnell has exhibited controlled growth.  Firm leaders have consistently upheld a prominent focus on the client – establishing clear lines of communication to understand and respond by tailoring strategies that meet client investment needs.  By deftly navigating times of either market stability or volatility, McDonnell maintains a prudent course in developing fixed income investment solutions being sought in an ever-changing marketplace.

FIXED INCOME DISTRIBUTION AS OF 3/31/2019
$11.5 BILLION FIRM-WIDE

Driven & Dedicated

Meet Our Team Members

VOLUNTEERING TOGETHER

Doing Our Part

As part of our ongoing commitment to serve the community, McDonnell has a “crew” of employees who coordinate various volunteer opportunities throughout the year. McDonnell is pleased to offer charitable support to both local and national organizations, engaging employees in an effort to improve the lives of those in need.

OUR RECENT EVENTS

An Evolution

Our Company's Timeline

2001

Leaders of predecessor firm acquire substantially all assets of the business to establish McDonnell Investment Management, LLC as independent entity with 100% employee ownership and roughly $6 billion in assets under management

2005

Firm-wide compliance with Global Investment Performance Standards (GIPS®) achieved through verification of performance measurement processes and procedures

2011

McDonnell celebrates the firm’s 10th anniversary, having more than doubled its core fixed income assets under management since being established in 2001

2012

McDonnell acquired by Natixis Investment Managers, joining their multi-affiliate model of specialized investment managers; McDonnell Intermediate Municipal Bond Fund launched

2015

Mark J. Giura named Chief Executive Officer & Chief Investment Officer of McDonnell

2017

McDonnell expands the firm’s senior management team by adding new director of Operations & Technology and new director of Distribution

2018

  • New McDonnell logo created in tandem with enhancements to branding/messaging
  • McDonnell Tax-Advantaged Impact strategy launched, with focuses on Social and Environmental investing

We work to structure investment solutions to achieve our clients’ specific goals.

PREVIEW OUR STRATEGIES

Questions or need more information? Team members are available to assist.

REACH OUT

Firm information and current insights are available. Learn more about the organization!

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