Delivering excellence

Your clients worked hard for their money. We want to help make their money work hard for them. Putnam sets a high standard for long-term performance from all of our investment professionals. Our greatest success occurs when we exceed your expectations.

Gaining — and preserving — a client's trust and confidence requires the unwavering delivery of excellence. Earning that trust is a never-ending goal at Putnam.

We are honored by recognition for our service on behalf of advisors. And your feedback is critical to us — we constantly evaluate how best to serve you.

DALBAR Recognition

Every Putnam client deserves the highest-quality service, and that's why we have devoted resources to making our service stand above the crowd. Putnam is the sole recipient of DALBAR's Total Client Experience Award for 2016, the sixth year in a row.

This marks the 27th consecutive year that Putnam has been honored by DALBAR for mutual fund quality.


DALBAR, Inc. is the financial community's leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned a reputation for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.

Robert L. Reynolds,

President and Chief Executive Officer