Gain insights on portfolios and potential risks

With nearly 30,000 funds and ETFs, as well as stocks and bonds to choose from, building a well-diversified portfolio with the appropriate balance of risk is more challenging than ever.

Contact Putnam to schedule a call with our team.

Improve your understanding of historical portfolio performance

Improve your understanding of historical portfolio performance

Confirm a portfolio is appropriately positioned

Confirm a portfolio is appropriately positioned

Set performance expectations based on portfolio characteristics

Set performance expectations based on portfolio characteristics

See risks below the surface

Even portfolios that look solid may have hidden risk exposures. Our Portfolio Solutions professionals can help you identify and track dozens of potential investment risk factors, including:

  • Equity market, size, style, and sector risks
  • Interest-rate (duration), high-yield spread, and MBS spread risks
  • Commodities and foreign currency risks

You’re in control, from the first call to a customized report

The service begins with a consultation about your current portfolio choices and allocations. From there, you can decide whether to seek a more detailed risk analysis from our team and get a customized report showing:

  • Risk breakdown: Risk factors over time
  • Risk impact: Contributions to returns over multiple periods
  • Risk budgeting: Allocations at strategy and risk factor levels
  • Scenario analysis: Stress tests in past bull and bear markets
  • Strategy framework: Data for building portfolio diversification

Our skilled team is ready to help you

Brendan T. Murray, Senior Investment Director, Team Leader

Brendan T. Murray

Senior Investment Director, Team Leader

Seamus S. Young, CFA, Senior Investment Director, Global Asset Allocation

Seamus S. Young, CFA

Senior Investment Director, Global Asset Allocation

Daniel W. Lahrman, CFA, Investment Director, Global Asset Allocation

Daniel W. Lahrman, CFA

Investment Director, Global Asset Allocation

Jonathan M. Schreiber, CFA, Investment Director, Global Asset Allocation

Jonathan M. Schreiber, CFA

Investment Director, Global Asset Allocation

Sara J. Barrett, Investment Product Analyst, Global Asset Allocation

Sara J. Barrett

Investment Product Analyst, Global Asset Allocation

Do you prefer a self-directed approach? Explore the FundVisualizer analysis tool. If you prefer to contact a specialist at Putnam, use the form below.

Contact Putnam to schedule a call with our team.

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