An emerging discipline focused on better solutions
Sustainable investing is growing in effectiveness and popularity. Putnam offers two funds with sustainable mandates and has created a team dedicated to integrating sustainability insights with our fundamental research process.
Putnam has dedicated a team to sustainable strategies
Putnam's Sustainable Investing team identifies opportunities for investing in the most effective solutions to challenges in corporate environmental, social, governance (ESG), and sustainability practices. The team's research on these issues enhances fundamental insights across Putnam.
Katherine Collins, CFA, MTS, Head of Sustainable Investing
Experienced as an equity analyst, portfolio manager, and head of research at Fidelity, Katherine founded and led Honeybee Capital, a sustainable research firm, before joining Putnam in 2017.
Shep Perkins, CFA, Co-Head of Equities
As Co-Head of Equities, Shep is responsible for providing strategic direction to Putnam’s portfolio managers and equity analysts. He joined Putnam in 2011 and is Portfolio Manager of Putnam Sustainable Leaders Fund as well as Putnam Global Equity Fund.
Stephanie Henderson, Portfolio Manager, Analyst
Stephanie brings together experience in interpreting and applying ESG data with skills in fundamental analysis and valuation of companies.
Alexander Rickson, CFA, Quantitative Analyst
Alex provides skills both in the interpretation of ESG data and its application to the processes of risk management and portfolio construction.
How company diversity can help performance
The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.
Sustainable investing: Assessing the choices
Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.
Evaluating companies with ESG data
Intangible assets like brands or trademarks represent a growing portion of the market value of S&P 500 companies, and ESG data can help in determining the value of intangibles.
Institutions embrace responsible investing
Putnam is among the growing ranks of asset managers that have signed the UN Principles of Responsible Investing, committing to consider ESG issues in portfolio decisions.