Sustainable Investing

Investing in companies improving our world

What is sustainable investing?

Sustainable investing aims to identify companies that offer potential for strong financial returns, sustainable business practices, and positive impact.

Sustainable Leaders Fund (PNOYX)

This fund received a Overall Morningstar Rating out of 1,236 funds in the Large Growth category as of 08/31/19

Sustainable Future Fund (PMVYX)

This fund received a Overall Morningstar Rating out of 368 funds in the Mid-Cap Value category as of 08/31/19

PMVYX pursues a growth investment style, and its benchmark is the Russell MidCap Growth Index.

About our sustainable funds

Sustainable investing aims to identify companies that are thriving by producing beneficial products in a responsible way. Learn more.

Sustainable investing is flourishing

Read our sustainability and impact report

In this inaugural assessment, the Sustainable Investing team provides multidimensional views of our portfolios’ sustainability metrics and social and environmental impact, including examples of portfolio holdings.

Dive into key metrics from our impact report

Portfolio ESG rankings vs. peers

Many investors want to see a snapshot view that shows a portfolio’s aggregate ESG ratings or rankings, and many value the independence of an assessment that is based on third-party data.

Carbon intensity

Carbon dioxide and other greenhouse gases (GHG) trap thermal radiation from the earth’s surface, sustaining natural life.

Women on boards of directors

Our portfolios do have a higher-than-market representation of companies where women comprise 30% or more of total board membership.

Investment team and research

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.

Katherine Collins, CFA Head of Sustainable Investing
Shep Perkins, CFA, Chief Investment Officer, Equities

As CIO 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.

Shep Perkins, CFA, Co-Head of Equities
Stephanie Dobson, Portfolio Manager, Analyst

Stephanie brings together experience in interpreting and applying ESG data with skills in fundamental analysis and valuation of companies.

Stephanie Dobson, Analyst
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.

Alexander Rickson, CFA, Quantitative Analyst
Latest perspective:
Talking sustainability with CEOs

Talking sustainability with CEOs

We have ongoing dialogue with the management teams of companies in which we invest, across a wide range of sustainability-related topics.