|Inception date||Benchmark||Total strategy assets†||Product literature|
|March 31, 2018||S&P 500 Index
Russell 3000 Growth Index
|$5.4B (As of October 2019)||Strategy profile (PDF)|
The strategy aims for attractive risk-adjusted returns over the long term.
- Invests in growth companies with the goal of delivering positive financial and ESG performance.
- We utilize a bottom-up research approach to identify companies with attractive sustainability, fundamental, and valuation characteristics.
- A dedicated sustainable investing team is backed by Putnam's equity research and quantitative/risk analysis groups.
Katherine Collins, CFA, MTS
Head of Sustainable Investing
Portfolio Manager, Analyst
Shep Perkins, CFA
Chief Investment Officer, Equities
†Assets may include accounts that are not reflected in the composite.
**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.