Sustainable investing

Putnam sustainable strategies integrate fundamental research with consideration of ESG factors

  • Putnam is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
  • We believe that an effective, sustainable global economy is essential to the creation of long-term value.
  • We believe that transparency and reliability of information regarding all types of material investment topics benefit our clients and shareholders.

Sustainable investing capabilities

Putnam's Sustainable Investing team manages two strategies that integrate fundamental equity research with analysis of relevant sustainability issues. The team also generates independent, in-depth research on specific ESG (environmental, social, and governance) issues. Our analysts have deep fundamental understanding to utilize ESG data within the relevant context of each company and industry, and they share insights across Putnam's global research platform.

Katherine Collins, CFA, MTS
Head of Sustainable Investing | Industry since 1990
Responsible for sustainable investment research, strategy implementation, and thought leadership.
Shep Perkins, CFA
Co-Head of Equities | Industry since 1993
Responsible for providing strategic direction to portfolio managers and equity analysts.
Stephanie Henderson
Portfolio Manager, Analyst | Industry since 2011
Conducts fundamental analysis and valuation of companies, evaluating their ESG performance
Alexander Rickson, CFA
Quantitative Analyst | Industry since 2000
Interprets ESG quantitative data and its application to risk management and portfolio construction.
Strategy  Category 
Putnam Sustainable Future strategy U.S. Equities
Putnam Sustainable Leaders strategy U.S. Equities

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