Mutual funds

Other investments

• Closed-end funds
• Annuities
• Non-U.S. funds

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Tax Center

• Year-end distributions
• Help with tax forms
• Fund tax data

Our fundamental approach

Only an active approach can offer more than the market. Our portfolio managers invest with conviction based on fundamental research and a proactive view of risk.

Insights on investing

• Revisiting "Thinking outside the index" (PDF)
• Independent equity research:
  How we do it, and why it matters (PDF)

Manager spotlight

D. William Kohli

Chief Investment Officer, Fixed Income discusses how his background in quantitative analysis contributes to his approach to investing in dynamic markets.

Watch video »

Latest perspective

Why there's nothing wrong with a "just right" market

When assessing the markets and economy the media often looks for drama, but headlines are our least-used investment tool.

Market updates

• 60-second Insights
• Weekly economic update
• Webcasts and conference calls
• Market Perspectives

Outlooks and research

• Capital Markets Outlook
• Fixed Income Outlook
• Equity Outlook
• Investment insights
• Infographics

Help clients maneuver in markets.

More resources:

• Putnam fund managers discuss the current investment environment.
• Invest for tax-exempt income
• Diversifying with asset allocation
• Diversifying with absolute return
• Diversifying with global allocation

More ideas for your clients

• Saving for college
• Saving for retirement

FundVisualizer^®

• View over 30,000 funds, ETFs, and indexes
• Build and compare portfolios
• Import fund data
• Create presentations
• Free for advisors

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Tools and calculators

• Order literature
• CD vs. municipal bond calculator
• Hypothetical expense calculator

Frequently requested forms

• Mutual Fund Account Application (PDF)
• Designation of Beneficiary (PDF)
• IRA forms and applications

Ideas for wealth management

Consider creating a checklist as students head off to college

Parents may consider creating a checklist for the financial considerations involved when students head off to college.

Resources for you

• Social media survey
• Social media training
• Advisor Tech Tips
• Practice management
• Continuing education
• Portfolio Solutions

Resources for your clients

• Order literature
• Investor education
• Client seminars

Over 75 years serving investors through advisors

To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.

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