Sustainable Investing

An emerging discipline focused on better solutions

Sustainable investing is growing in effectiveness and popularity. Putnam offers two funds with sustainable mandates and has created a team dedicated to integrating sustainability insights with our fundamental research process.

Putnam Sustainable Leaders Fund PNOYX

Investing in growing companies committed to sustainable practices

Putnam Sustainable Future Fund PMVYX

Investing in growing companies solving sustainability challenges

Putnam has dedicated a team to sustainable strategies

Putnam's Sustainable Investing team identifies opportunities for investing in the most effective solutions to challenges in corporate environmental, social, governance (ESG), and sustainability practices. The team's research on these issues enhances fundamental insights across Putnam.

Katherine Collins, CFA, MTS, Head of Sustainable Investing

Experienced as an equity analyst, portfolio manager, and head of research at Fidelity, Katherine founded and led Honeybee Capital, a sustainable research firm, before joining Putnam in 2017.

Katherine Collins, CFA Head of Sustainable Investing
Shep Perkins, CFA, Co-Head of Equities

As Co-Head of Equities, Shep is responsible for providing strategic direction to Putnam’s portfolio managers and equity analysts. He joined Putnam in 2011 and is Portfolio Manager of Putnam Sustainable Leaders Fund as well as Putnam Global Equity Fund.

Shep Perkins, CFA, Co-Head of Equities
Stephanie Henderson, Portfolio Manager, Analyst

Stephanie brings together experience in interpreting and applying ESG data with skills in fundamental analysis and valuation of companies.

Stephanie Henderson, Analyst
Alexander Rickson, CFA, Quantitative Analyst

Alex provides skills both in the interpretation of ESG data and its application to the processes of risk management and portfolio construction.

Alexander Rickson, CFA, Quantitative Analyst
How company diversity can help performance

How company diversity can help performance

The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.

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Sustainable investing: Assessing the choices

Sustainable investing: Assessing the choices

Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.

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    Advancing the potential of sustainable investing
    Applying research to emerging questions.

    Engaging with a rapidly developing market.

    Advancing the potential of sustainable investing.

    More about sustainable investing at Putnam

    Evaluating companies with ESG data

    Intangible assets like brands or trademarks represent a growing portion of the market value of S&P 500 companies, and ESG data can help in determining the value of intangibles.

    Evaluating companies with ESG data
    Institutions embrace responsible investing

    Putnam is among the growing ranks of asset managers that have signed the UN Principles of Responsible Investing, committing to consider ESG issues in portfolio decisions.

    Institutions embrace responsible investing