Sustainable investing

Seeking to make real world impact through well-researched investment decisions

Putnam adds context and analysis to ESG data.

Our sustainable investing team is part of the core Equity Research group.

Integrated research produces deeper insights to advance the effectiveness of ESG, sustainability, and impact analysis.

Pursuing the potential of two types of sustainable strategies

Sustainable Future strategy invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development. Sustainable Leaders strategy invests in growth companies committed to the goal of delivering positive financial and ESG performance.

Strategy Category Inception date Benchmark
Putnam Sustainable Future strategy U.S. Equities November 30, 2017 Russell Midcap Growth Index
Putnam Sustainable Leaders strategy U.S. Equities March 31, 2018 S&P 500 Index

How we think about carbon, diversity, and research

Explore Putnam's Sustainability and Impact Report for examples of our distinctive views about important ESG topics such as carbon intensity, corporate diversity, and sector research.

Analyzing carbon intensity company by company

We have increased holdings in companies that we believe are leading the way in replacing hydrocarbons with renewable energy generation.

Understanding the value of diversity

Our portfolios have a higher-than-market representation of companies where women comprise 30% or more of total board membership. Diversity can improve company decision-making.

A week in the life of active research

Our sustainability and impact efforts are interwoven with our core investment research process at Putnam. Read a sample of a week of research meetings that we held with companies in December 2019.

Browse our Perspectives

Company diversity and social justice

Company diversity and social justice

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

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Sustainability research: A week in the life of our team

Sustainability research: A week in the life of our team

Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.

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Sustainable value: Gender diversity on corporate boards

Sustainable value: Gender diversity on corporate boards

Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.

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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 Dobson
Portfolio Manager | 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.