Latest perspective

From V-shaped recovery to bond vigilantes

The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.

Active Insights

Chris Galipeau, Senior Market Strategist, offers research-driven insights to help you position portfolios.

Active Voice

A platform for new ideas and insights on public policy and financial sector issues

Markets and economy

• Capital Markets Outlook
• Fixed Income Outlook
• Equity Insights
• White papers
• Infographics
• Weekly Economic Update
• Webcasts

FundVisualizer^®

View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.

• Launch FundVisualizer
• Watch tutorials on how to get started

TargetDateVisualizer^™

This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.

Visualize target date funds

Tools and calculators

• Tax-Equivalent Yield Calculator
• Order literature
• CD vs. municipal bond calculator

Frequently requested forms

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

Ideas for wealth management

The tax bite on retirement income may surprise retirees

Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.

Resources for your business

• Prospecting to women
• Social media
• Advisor Tech Tips
• Continuing education
• Portfolio Solutions

Resources for your clients

• Order literature
• Investor education
• Client seminars

Why log in?

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

Help logging in

For login assistance, please call support services at

 1-800-354-2228

Log in for account access via DST Vision.