The team’s research examines a variety of financially material investment topics for intermediaries and investors, while Putnam’s corporate reports provide transparency about our ESG, engagement, and stewardship policies.

Sustainable Equity team research

Investing to thrive

ESG's North Star: A guide to financial materiality for multi-asset investing

Explore why it is important to tailor ESG analysis to the strategic differences between equity and fixed income asset classes, which include security types, investment universes, and portfolio goals.

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Sustainability and impact report

Putnam Sustainable Equity: Sustainability and impact report

We are pleased to share our annual description of Putnam’s Sustainable Equity process, which includes analysis of key sustainability metrics for Putnam Sustainable Leaders and Putnam Sustainable Future. These reports describe how we aim to generate excellent financial performance through a focus on investment-relevant sustainability leadership and solutions.

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Investing to thrive

Investing for a thriving world

Learn how Putnam’s Sustainable Equity team identifies companies whose businesses benefit from providing potential solutions to the world’s sustainability challenges, contributing to thriving people, a thriving public, and a thriving planet.

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Toward a circular economy: Investments for a Thriving Planet®

Toward a circular economy: Investments for a Thriving Planet®

The global economy currently demands more of Earth’s resources than the planet can sustain. The concept of the circular economy has emerged to inform development of solutions that maximize the effective use of resources and minimize waste.

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Mental Health – Insights and investment implications

Mental health: Insights and potential investment implications

The Covid-19 pandemic has put a spotlight on issues related to mental health. Although it is too soon to draw conclusions, we believe several clear trends emerged during the pandemic — some worrisome, some promising. Our report explores these developments and the potential implications for investors.

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Racial justice

Toward racial justice: Markers of corporate leadership in the United States

Addressing a topic made more visible by the effects of the Covid-19 pandemic and the 2020 public protests over the killings of Breanna Taylor and George Floyd, we analyze corporate efforts toward racial justice within our sustainable investing framework. Our report explores the past, present, and future of corporate leadership and the potential implications for investors.

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The pivotal role of investors in worker financial security

The Pivotal Role of Investors in Worker Financial Security

This report details the current state of employer investment in employee financial security, including recent efforts by employers and their benefits providers; makes the case for considering worker financial security within ESG frameworks; and highlights best practices for employers and investors to improve their business practices and analysis related to employee financial security.

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Putnam policies and reports

Engagement and Stewardship Policy

Engagement and Stewardship Policy

Our investment stewardship aims to provide long-term value through active ownership, monitoring, and engagement with the issuers of the securities we hold in our clients’ portfolios.

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Engagement and Stewardship report

Engagement and Stewardship Report

We believe engagement is most effective when conducted directly, privately, and consistently over time. Therefore, our top engagement themes are relatively consistent from year to year, and we address them with nuance and care.

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Engagement and Stewardship report

ESG Investment Policy

As investment managers, we believe that an effective, sustainable global economy is essential to the creation of potential long-term value.

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