Episode 133: Benefits of Proprietary Technology for Insurance Clients

In this episode of the InsuranceAUM.com podcast, host Stewart Foley welcomes John Gidman, Chief Operating Officer at Loomis, Sayles & Company, CEO of their subsidiary services company NIM-OS, and President of the Association of Institutional Investors. They dive into the evolution of technology in the institutional asset management space, focusing on how advanced data analytics, customization, and proprietary technology are reshaping the way firms like Loomis deliver solutions to institutional investors, particularly in the insurance space. John discusses the value of owning proprietary intellectual property in front office technology and how it enables Loomis to provide bespoke investment solutions for clients with highly specific needs.

John also shares how Loomis has used its technology expertise to build deep, long-term relationships with insurance clients, positioning the firm as a consultative partner. He emphasizes that the future of institutional asset management lies in scalable customization, and Loomis has made significant investments to meet this demand. Tune in to hear about the fascinating journey of building an efficient technology infrastructure, and the ways Loomis is shaping the future of asset management for its clients.