Mutual funds

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Tax Center

• Year-end distributions
• Help with tax forms
• Fund tax data

Our fundamental approach

Only an active approach can offer more than the market. Our portfolio managers invest with conviction based on fundamental research and a proactive view of risk.

Insights on investing

• Revisiting "Thinking outside the index" (PDF)
• Independent equity research:
  How we do it, and why it matters (PDF)

Manager spotlight

D. William Kohli

Chief Investment Officer, Fixed Income discusses how his background in quantitative analysis contributes to his approach to investing in dynamic markets.

Watch video »

Latest perspective

Value benefits from an expanding economy

Value stocks have lagged the market in 2017, but if the economy continues to expand, rates rise, and the yield curve steepens, this trend could reverse.

Market updates

• 60-second Insights
• Weekly economic update
• Webcasts and conference calls
• Market Perspectives

Outlooks and research

• Capital Markets Outlook
• Fixed Income Outlook
• Equity Outlook
• Investment insights
• Infographics

Help clients maneuver in markets.

More resources:

• Putnam fund managers discuss the current investment environment.
• Invest for tax-exempt income
• Diversifying with asset allocation
• Diversifying with absolute return

More ideas for your clients

• Saving for college
• Saving for retirement
• Diversifying with global allocation
• Diversifying with absolute return

FundVisualizer^®

• View over 30,000 funds, ETFs, and indexes
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Tools and calculators

• Order literature
• CD vs. municipal bond calculator
• Hypothetical expense calculator

Frequently requested forms

• Mutual Fund Account Application (PDF)
• Designation of Beneficiary (PDF)
• IRA forms and applications

Ideas for wealth management

Higher education tax breaks may be overlooked

There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.

Resources for you

• Social media survey
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• Advisor Tech Tips
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• Continuing education
• Portfolio Solutions

Resources for your clients

• Order literature
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To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.

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