NIM-os GLOBAL™
Distinct Capabilities. Custom Solutions.
17,000+
Proprietary custom In2! applications
3,700+
Risk factors per security across thousands of portfolios and end clients
600
Vendor partnerships
24/7
Global services across more than 51 countries on 6 continents
Numbers as of 09/01/2025
NIM-os GLOBAL™ Today
NIM-os™, LLC (NIM-os GLOBAL™) is a global SOC2 certified provider of à la carte, highly customizable technology via Loomis Sayles’ proprietary In2! platform.
Front Office
17,000+ PROPRIETARY
CUSTOM APP INSTANCES
$300 million of proprietary & best-in-class, highly customizable, alpha oriented investment management technology infrastructure
Patented integration platform with single sign-on access to more than 17,000 proprietary custom app instances & third-party applications
Robust trade secret proprietary investment data model with 3,700 risk factors and/or attributes per security
Middle Office
600 VENDOR PARTNERSHIPS
Strategic partnerships & group “most favored nation” arrangements with trade management & compliance, market data and data pricing vendors among others
Deep vendor consultation, oversight & administration services
Integrated access to more than 600 vendor tools & services
Back Office
GLOBAL OPERATING PLATFORM
License free portfolio accounting system
24/7 global services organization supporting institutional client requirements across more than 51 countries on 6 continents
Services supporting the investment lifecycle, advisory related &enterprise administration including finance, human resources, technology, cybersecurity, risk management, compliance, & internal controls
In2!: Proven, Scalable Platform
In2!, Loomis Sayles’ proprietary, real-time data and analytics platform, was designed for scalability and mass customization.
Its depth, precision, and global scalability make it a cornerstone of the NIM-os GLOBAL™ investment technology ecosystem.
Protected by a combination of patents and trade secrets, In2! is available for licensing to affiliates, clients, and select third-party partners —offering them access to a sophisticated technology infrastructure built to support institutional-scale investment management.
“A key feature of In2! is its modular design and common trade secret data model, where components can be combined and integrated at run time via the patented AppTalk protocol to create custom applications or dashboards to meet the unique needs of clients.”
Chris Dietz
Chief Technology Officer & In2! Chief Architect
NIM-os™, LLC & Loomis, Sayles & Company, L.P.
RISK-os: Deep and flexible investment & risk management analytics
NIM-os GLOBAL™ front-office solution for risk measurement and analytics features a flexible data architecture. It readily consumes data from commonly used custodians and includes a powerful calculation engine that can accommodate unique client needs. Data is accessed through a secure single sign-on web tool, with over 1,500 benchmarks, ˜1,000 risk factors, and 100+ data enrichment fields—delivering the depth and precision investment teams rely on.
Consolidated, consistent risk analysis & analytics across all investment portfolios
- Backwards looking attribution analysis to view risk adjusted returns & drivers
- Static risk factor & exposure analysis
- Forward looking sensitivity & scenario analysis
Branded, client-ready reporting
- Reporting is fully customizable to client needs
- Infographic PDF outputs
- Data is exportable to Excel (client has control over preferred output/format)
Single sign-on access
- Clients have full access to multiple applications using a single set of credentials, improving user experience and security by reducing the need for multiple logins.
- In2! Center is a customizable and dynamic application that allows you to view your portfolios and benchmarks along with the associated analytics, exposures, and aggregations.
- In2! Xlerate is a data querying tool, allowing you to write, save and share custom queries against In2!services to run your data on demand.
“Whatever the risk lens, RISK-os provides key capabilities that empower clients with actionable insights in real time.”
Michael Snow
Head of Investment Technology & Services
NIM-os™, LLC & Loomis, Sayles & Company, L.P.
NIM-os GLOBAL™ Service Catalog
PM-os Research & Analytics
Investment Strategy
Portfolio Management Technology
Benchmark Coverage
Asset Class Decision Support
Portfolio Implementation
Product Portfolio Customization
CYBER-os
CIRCLE Compliance
End-point Security
Network Detection & Response
Threat Detection & Response
Cyber Security Training Program
Penetration Testing Regime
Security Event & Incident Management (SEIM)
Internet “Edge” Security
Data Loss Protection
RISK-os
Investment Risk Management
Model Risk Management
Risk Models
RM-os
Customized Institutional Relationship Management
Customized Marketing / Campaigns
Customized Client Specific Reporting & Communications
Content Workflow & Management
TRADE-os
Trade / Order Management Technology
Investment Compliance / Rules Library
OP-os
Portfolio Accounting Multi-Cost, Multi-Currency
Cash Management
Reconciliations
Settlements
Pricing & Valuation
Corporate Actions
Performance Measurement
Client Reporting
CLOUD-os
Hybrid Cloud Platform
OP-os
Portfolio Accounting Multi-Cost, Multi-Currency
Cash Management
Reconciliations
Settlements
Pricing & Valuation
Corporate Actions
Performance Measurement
Client Reporting
BOT-os
Workflow Automation
Dashboards
Alerts
ESG-os
Portfolio Construction
Risk Management
AI-os
Machine Learning
Natural Language Processing
Natural Language Generation
SMA-os
Administration
Asset Class Coverage
Platform Support Coverage
Model Management
Portfolio Implementation
Optimized Front-Office Processing (Equity)
Tax Loss Harvesting
Portfolio Daily Processing (Performance, Risk Factors)
Front-office Model Management
CRM-os
Sales Applications Development
DATA-os
Investment Data Management
Quality Control Services
Individual Market Data Licenses
TRM-os
IT Service Management & Ticketing
TRM Policy Alignment
DM-os
Institutional Selling
Research & BOTs
RFP-os
RFP Submission Capability
RFP Language / Answer Repository
INFO-os
Market Data Vendor Management
Cost Allocation of Market Data to Business Units
TECH-os
IT Requests / Fulfillment
EPAT Process
Global Network Run / Change
General Technical Support
Disaster Recovery
Let’s Connect.
“Each client is paired with a dedicated client experience partner and has direct access to the technology team tailoring their service. No queues or ticketing systems—just personalized attention and white-glove support built entirely around your needs.”
Kimberly Rzepecki
Chief Experience Office
NIM-os™, LLC
John Gidman
Chief Executive Officer
Kimberly Rzepecki
Chief Experience Officer
Important Disclosures
NIM-os™ , LLC (NIM-os GLOBAL™ ) is a global SOC2 certified provider of integrated à la carte proprietary technology offering distinctive capabilities & custom solutions, along with globally efficient operating, administrative & enterprise services. NIM-os GLOBAL™ services are provided via Loomis Sayles’ proprietary In2! platform and are available to Loomis Sayles’ clients & affiliates in addition to select third-party relationships. NIM-os GLOBAL™ does not provide advisory services. NIM-os™, LLC is a whole owned subsidiary of Loomis, Sayles & Company, L.P.