Sustainable Investing
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 Sustainable Leaders Fund PNOYX
Investing in growing companies committed to sustainable practices
Putnam Sustainable Future Fund PMVYX
Investing in growing companies solving sustainability challenges
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, 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.
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.
Using and enhancing ESG investment data
ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.
Looking for impact in CEO compensation
It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.
Applying research to emerging questions.
Engaging with a rapidly developing market.
Advancing the potential of sustainable investing.
More about sustainable investing at Putnam
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.
