The team’s research examines a variety of financially material investment topics for intermediaries and investors, while Putnam’s corporate reports provide transparency about our ESG, engagement, and stewardship policies.
Sustainable Equity team research
ESG's North Star: A guide to financial materiality for multi-asset investing
Explore why it is important to tailor ESG analysis to the strategic differences between equity and fixed income asset classes, which include security types, investment universes, and portfolio goals.
Download PDFPutnam Sustainable Equity: Sustainability and impact report
We are pleased to share our annual description of Putnam’s Sustainable Equity process, which includes analysis of key sustainability metrics for Putnam Sustainable Leaders and Putnam Sustainable Future. These reports describe how we aim to generate excellent financial performance through a focus on investment-relevant sustainability leadership and solutions.
Download PDF | See web highlightsInvesting for a thriving world
Learn how Putnam’s Sustainable Equity team identifies companies whose businesses benefit from providing potential solutions to the world’s sustainability challenges, contributing to thriving people, a thriving public, and a thriving planet.
Download PDFToward 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.
Download PDF | See web highlightsThe Pivotal Role of Investors in Worker Financial Security
This report details the current state of employer investment in employee financial security, including recent efforts by employers and their benefits providers; makes the case for considering worker financial security within ESG frameworks; and highlights best practices for employers and investors to improve their business practices and analysis related to employee financial security.
Download PDFPutnam policies and reports
Climate-Related Risk and Opportunity Report
Climate risk and environmental management are key focus areas for Putnam as these issues present increasingly notable risks and important opportunities for businesses and investors.
Download PDFEngagement and Stewardship Report
We believe engagement is most effective when conducted directly, privately, and consistently over time. Therefore, our top engagement themes are relatively consistent from year to year, and we address them with nuance and care.
Download PDF | See web highlights