Investing in companies improving our world
"Now more than ever, we believe that sustainable companies could also prove to be more resilient and beneficial than others over the long term."— Katherine Collins, CFA, MTS, Head of Sustainable Investing
Putnam believes a sustainable global economy is essential to the creation of long-term value.
See how ESG is integrated at Putnam.
Read more about how the Sustainable Investing team seeks alpha. Their research is key to discovering actionable insights that drive their investment decisions.
The active edge in sustainable investing
Mental health: Insights and potential investment implications
Sustainability and impact report:
A dialogue with investors
What is sustainable investing?
Sustainable investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.
We believe an intense focus on sustainability has the potential to deliver returns to investors while also benefiting communities and the environment.
Katherine Collins,CFA, MTS, Head of Sustainable Investing
Environmental practices might include improving water quality or reducing carbon emissions. Social impact could involve fair labor practices and improvements in workplace equality and diversity. Governance issues relate to a company's leadership structures, board composition, and management incentives. As with any strategy investors should consider how these approaches might affect their overall investment plan.
We have resources for your client conversations (select a starting point):
ESG basics for your clients
Putnam's integrated approach
Putnam's impact report
Examples of sustainable business practices
The Leaders Fund favors companies committed to sustainable practices. The Future Fund favors companies solving sustainability challenges.
Investing in companies with strong fundamentals linked to leadership in material sustainability issues.
Investing in companies with strong fundamentals offering solutions to sustainability challenges.
A research team with diverse skills
Our team has a unique, integrated process for understanding sustainability in the context of each company they 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.
Mental health is a business issue: How companies are supporting their employees
Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.Read post
How we think about carbon, diversity, and research
Explore these graphics for examples of our distinctive views about important ESG topics such as carbon intensity, corporate diversity, and sector research.