Sustainable Investing
ESG companies that lead and have impact
Putnam offers two funds that aim to identify companies that thrive by producing beneficial products and services in responsible ways.
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.
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.
Stephanie Henderson, Portfolio Manager, Analyst
Stephanie brings together experience in interpreting and applying ESG data with skills in fundamental analysis and valuation of companies.
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.
Investing for impact | Q&A with Stephanie Henderson
A member of Putnam's sustainable investing team describes her motivations for spreading ESG fluency throughout the firm to enhance fundamental insights.
ESG Outlook for 2019
We see increasing evidence that systems thinking is becoming more prevalent and influential throughout corporations and the investment community.
More about sustainable investing at Putnam
Investing in companies improving our world
Sustainable investing team brochure(PDF)
What is sustainable investing?
Investor Education (PDF)
ESG policy statement (PDF)
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.
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.
