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.


Putnam PanAgora Managed Futures Strategy

Pursuing absolute return with low correlation to traditional asset classes.

Putnam PanAgora Market Neutral Fund

Pursuing absolute return from a diversified set of arbitrage strategies.

Putnam PanAgora Risk Parity Fund

Pursuing long-term total return through strategic diversification across equities, fixed income, and commodities.


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.

28

years serving investors

150

INSTITUTIONAL CLIENTS GLOBALLY

$52

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
  • $35.2B
  • $14.1B
  • $2.9B

Source: eVestment. All data is as of September 30, 2017


Learn more about PanAgora

PanAgora's experts are committed to providing innovative research through theory and practice. Read PanAgora's research or visit panagora.com.

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