Putnam's sustainability solutions map
Our forward-looking investment themes are grounded in fundamental research and show how companies are connected to global sustainability needs. We outline three overarching thematic categories, with specific focus areas that continue to evolve as our research unlocks new ideas. Learn about how the team organizes its research.
Our holdings reflect exposure to investment themes that offer potential for profitable growth.
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Human health and well-being
Healthy individuals are a foundation of a healthy society. Human health includes elements of preventive care, chronic disease treatment, and mental health support. Companies that support human health include conventional healthcare products and service providers as well as those that focus on holistic wellness through nutrition and fitness.
Equity and access
Efficiency and effectiveness – Business processes
Healthy systems and societies are the connection between the health of individuals and the health of the planet. At this connective layer, we consider two major sets of topics and the companies that address them: First, access to information and opportunity, security and data privacy; and, second, efficiency and effectiveness across all types of operations and systems.
Environmental health
A healthy planet supports all human activity. The effects of climate change — extreme weather events, temperature change, and ocean and soil degradation — are becoming more visible and more acute. As a result, many companies are building climate resiliency into their business models while others are focused on creating solutions to mitigate climate change and its impacts.
Thriving
People®
Thriving
Planet®
Thriving
Public®
Delivery
of care
Preventative care
and wellness
Decarbonization
Sustainable agriculture
Circular
economy
Access and opportunity
Security and
privacy
Mental health: Insights and potential investment implications
The Covid-19 pandemic has put a spotlight on issues related to mental health. Although it is too soon to draw conclusions, we believe several clear trends emerged during the pandemic – some worrisome, some promising. Our report explores these developments and the potential implications for investors.
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Toward racial justice: Markers of corporate leadership in the United States
Addressing a topic made more visible by the effects of the Covid-19 pandemic and the 2020 public protests over the killings of Breanna Taylor and George Floyd, we analyze corporate efforts toward racial justice within our sustainable investing framework. Our report explores the past, present, and future of corporate leadership and the potential implications for investors.
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Toward a circular economy: Investments for a Thriving Planet®
The global economy currently demands more of Earth's resources than the planet can sustain. The concept of the circular economy has emerged to inform development of solutions that maximize the effective use of resources and minimize waste.
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Investing with a focus on ESG-impact companies may cause the fund to forego otherwise attractive investment opportunities of may increase or decrease the fund's exposure to certain types of companies and, therefore, to possibly underperform funds that do not invest with similar focus.