Putnam PanAgora Funds
PanAgora Asset Management manages systematic strategies that combine cutting-edge quantitative techniques with fundamental insights and is a sub-advisor to three mutual funds distributed by Putnam.
A premier provider of research-driven investment solutions
Founded in 1989 and headquartered in Boston, PanAgora serves global institutions, public and private retirement funds, sovereign wealth funds, endowments and foundations, and sub-advisory partners.
Quantitative methods designed to pursue fundamental insight
PanAgora manages portfolios using sophisticated quantitative techniques that incorporate vast amounts of market information in order to capitalize on the firm's fundamental research insights. Innovative research is a key ingredient in differentiating the firm's results. The investment teams are committed to fully understanding the underlying factors that influence a security's performance, including company operations, investor behavior, and macroeconomic signals.
"As a firm, we love conducting original, practical research and applying the insights to our client portfolios."
— ERIC SORENSEN, Ph.D.
A systematic approach to management
PanAgora invests with the philosophy that capital markets are not perfectly efficient and instead offer attractive opportunities for investors who pursue disciplined, systematic strategies. The firm is a recognized leader in innovative portfolio construction techniques implemented throughout its strategies. A pioneer in risk budgeting, PanAgora has been implementing risk-managed strategies for over a decade, incorporating them across and within asset classes. The goal is to generate more attractive risk-adjusted returns on a persistent basis.
Blending creativity with innovative investment research
Organized in Equity and Multi-Asset teams, PanAgora's investment professionals think creatively to develop unique investment strategies and techniques. Team members hold 53 advanced academic degrees, including 13 Ph.D.s and one M.D., and most are engaged in original research, applying fundamental intuition to unlock investment opportunities. With diverse yet complementary backgrounds, team members collaborate to compound the value of research insights.
years serving investors
INSTITUTIONAL CLIENTS GLOBALLY
BILLION IN ASSETS UNDER MANAGEMENT as of September 30, 2017
INCREASED $36 BILLION since December 31, 2009
DIVERSE INVESTMENT CAPABILITIES
- Active equity strategies
- Alternative strategies
- Asset allocation and customized mandates
Source: eVestment. All data is as of September 30, 2017