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 1,237 funds in the Large Growth category as of 07/31/19
Sustainable Future Fund (PMVYX)
This fund received a Overall Morningstar Rating™ out of 364 funds in the Mid-Cap Value category as of 07/31/19
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 brochure (PDF)
- ESG policy statement (PDF)
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.
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.
Stephanie Dobson, 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.
Latest perspective:
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.