Loomis Sayles: voting policy and stewardship reports

Loomis Sayles’s published proxy voting policy, edition by edition, and its annual stewardship reports, its own account of how it voted and engaged.

Voting policy

The firm’s own guidelines for how it votes, by the year of the edition held in the policy library.

2026	Loomis Sayles voting policy, 2026 PDF

The manager’s annual account of its stewardship, by the reporting year it covers. Self-reported: the figures in it are not audited.

2025	Stewardship report UK Stewardship Code filing (FRC), filed by Loomis, Sayles and Company, L.P., and Loomis Sayles Investments, Limited · PDF, 70.0 MB · frc.org.uk
2024	Stewardship report UK Stewardship Code filing (FRC), filed by Loomis, Sayles and Company, L.P., and Loomis Sayles Investments, Limited · PDF, 26.7 MB · archived copy, captured August 26, 2025 (originally on media.frc.org.uk)
2023	Stewardship report UK Stewardship Code filing (FRC), filed by Loomis, Sayles and Company, L.P., and Loomis Sayles Investments, Limited · PDF, 19.0 MB · archived copy, captured January 9, 2025 (originally on media.frc.org.uk)
2022	Stewardship report UK Stewardship Code filing (FRC), filed by Loomis, Sayles and Company, L.P., and Loomis Sayles Investments, Limited · PDF, 6.2 MB · archived copy, captured December 27, 2023 (originally on media.frc.org.uk)