White Papers

Title Description Date
Improving portfolio efficiency with multi-asset absolute return strategies Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification. 20140301March 2014
Getting the target date right: What plan sponsors need to know Target-date funds are the fastest-growing fund category in workplace retirement plans, but plan sponsors may be underappreciating the risk-mitigation strategies that some of these funds employ. 20140201February 2014
Money market (in)eligible: An update on reform and emerging opportunities Ongoing regulation of money market funds has shrunk the universe of money market-eligible securities. In this context, Putnam identifies attractive opportunities for yield just outside the money fund borders. 20140201February 2014
Thinking outside the index Attractive income investments exist today outside of the Barclays Capital U.S. Aggregate Bond Index. 20140101January 2014
Capital Markets Outlook Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. 20140101January 2014
Fixed-Income Outlook In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. 20140101January 2014
Independent equity research: How we do it, and why it matters to investors Members of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views. 20131001October 2013
New thinking, new solutions At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. 20130401April 2013
Lifetime Income Scores III: Our latest assessment of retirement preparedness in the United States Now in its third year, our annual study of retirement preparedness incorporates new data on the impact of factors like inheritance and mortality rates for common health conditions. 20130401April 2013
A time for leadership Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. 20121201December 2012
Seeking a better balance: Putnam's dynamic risk allocation strategy Putnam's take on risk parity is a multi-faceted approach targeting risk-adjusted return potential across asset-classes, in bull and bear market periods, and in lower-volatility securities. 20130201February 2013
Policy impasse and the repricing of risk With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. 20120601June 2012
Dominant variables: Keys to success in defined contribution savings The ability of working Americans to replace their pre-retirement income depends on several important variables — including contributing at least 10% to a workplace savings plan. 20120501May 2012
Opportunity in leveraged companies Securities of leveraged companies often benefit from economic recovery. Read about Putnam's approach. 20130401April 2013
Absolute return investing The fundamentals of absolute return investing: diversification, flexibility, and risk management. 20130101January 2013
Holding the middle ground with convertible securities With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. 20130101January 2013
Smoothing out the rough patches Absolute return in a portfolio may help provide a less volatile investment experience. 20130101January 2013
Resisting the policy threat to retirement savings Finding lifelong income solutions may require looking no further than today's retirement plans. 20120301March 2012
Title Description Date
Capital Markets Outlook Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. 20140101January 2014
Fixed-Income Outlook In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. 20140101January 2014
Title Description Date
A time for leadership Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. 20121201December 2012
Policy impasse and the repricing of risk With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. 20120601June 2012
Title Description Date
Money market (in)eligible: An update on reform and emerging opportunities Ongoing regulation of money market funds has shrunk the universe of money market-eligible securities. In this context, Putnam identifies attractive opportunities for yield just outside the money fund borders. 20140201February 2014
Capital Markets Outlook Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. 20140101January 2014
Independent equity research: How we do it, and why it matters to investors Members of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views. 20131001October 2013
Opportunity in leveraged companies Securities of leveraged companies often benefit from economic recovery. Read about Putnam's approach. 20130401April 2013
Holding the middle ground with convertible securities With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. 20130101January 2013
Title Description Date
Thinking outside the index Attractive income investments exist today outside of the Barclays Capital U.S. Aggregate Bond Index. 20140101January 2014
Fixed-Income Outlook In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. 20140101January 2014
New thinking, new solutions At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. 20130401April 2013
Policy impasse and the repricing of risk With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. 20120601June 2012
Title Description Date
Improving portfolio efficiency with multi-asset absolute return strategies Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification. 20140301March 2014
Capital Markets Outlook Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. 20140101January 2014
New thinking, new solutions At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. 20130401April 2013
Seeking a better balance: Putnam's dynamic risk allocation strategy Putnam's take on risk parity is a multi-faceted approach targeting risk-adjusted return potential across asset-classes, in bull and bear market periods, and in lower-volatility securities. 20130201February 2013
Absolute return investing The fundamentals of absolute return investing: diversification, flexibility, and risk management. 20130101January 2013
Smoothing out the rough patches Absolute return in a portfolio may help provide a less volatile investment experience. 20130101January 2013
Title Description Date
Title Description Date
Getting the target date right: What plan sponsors need to know Target-date funds are the fastest-growing fund category in workplace retirement plans, but plan sponsors may be underappreciating the risk-mitigation strategies that some of these funds employ. 20140201February 2014
New thinking, new solutions At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. 20130401April 2013
Lifetime Income Scores III: Our latest assessment of retirement preparedness in the United States Now in its third year, our annual study of retirement preparedness incorporates new data on the impact of factors like inheritance and mortality rates for common health conditions. 20130401April 2013
A time for leadership Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. 20121201December 2012
Dominant variables: Keys to success in defined contribution savings The ability of working Americans to replace their pre-retirement income depends on several important variables — including contributing at least 10% to a workplace savings plan. 20120501May 2012
Resisting the policy threat to retirement savings Finding lifelong income solutions may require looking no further than today's retirement plans. 20120301March 2012