Research is key to discovering actionable insights that drive investment decisions.
The team generates independent, in-depth research on specific ESG (environmental, social, and governance) issues. Our analysts have deep fundamental understanding to utilize ESG data within the relevant context of each company and industry, and they share insights across Putnam’s global research platform.
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 have emerged during the pandemic — some worrisome, some promising. Our new report explores these developments and the potential implications for investors.
Investing to thrive
This paper explains how Putnam’s Sustainable Investing team organizes its research to identify the connections between companies we can invest in and the world’s evolving sustainability challenges. While these themes help us to keep our efforts organized, we will articulate a high degree of interconnection, dynamism, and overlap among them.
Toward racial justice: Markers of corporate leadership in the United States
In the wake of Covid-19 pandemic and the high-profile killings of George Floyd, we analyze corporate efforts toward racial justice within our sustainable investing framework. Our new report explores the past, the present, and the future of racial justice and corporate leadership and the potential implications for investors.
Sustainability and impact report: A dialog with investors
We are pleased to share our third annual assessment of sustainability and impact for Putnam Sustainable Leaders Fund and Putnam Sustainable Future Fund. Against the backdrop of the funds’ goals of long-term capital appreciation, we aim to generate excellent financial performance hand in hand with excellent sustainability and impact performance.
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 investments related to employee financial security.
The active edge in sustainable investing
We believe that active, fundamental research is key to unlocking differentiated insights and creating alpha for all strategies. The potential benefits are even more clear for sustainable investing, where underlying environmental, social, and governance (ESG) data is still evolving, and context matters greatly.