Case Study: Loomis Sayles achieves precise client-level expense allocation and intelligent global expense reporting with SumTotal Systems

Loomis, Sayles & Company - Customer Case Study

Loomis, Sayles & Company, an investment firm managing more than $191 billion in assets since 1926, had outgrown its legacy expense-management system. Though an early adopter of automation, the firm needed far stronger reporting and the ability to precisely allocate client expenses to measure profitability, while also supporting international travelers with multiple languages and currencies and protecting sensitive credit-card data.

Loomis implemented SumTotal Work: Expense Management and Mobile Expense, gaining advanced, business-focused reporting, multi‑language/multi‑currency support with up‑to‑date exchange rates, robust security, and full integration with legacy systems. The solution improved client-level expense allocation and profitability measurement and established an ongoing partnership with SumTotal to continue advancing the technology.

Loomis Sayles

Daniel Garuti

Vice President