Research is key to discovering actionable insights that drive investment decisions.
The team 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.
Management incentive compensation: Trends, observations, and value to fundamental research
Incentive compensation is a foundational governance issue that can influence corporate strategy, culture, and business outcomes. Read in this paper how we analyze thoughtful incorporation of ESG metrics in incentive plans.
ESG's North Star: A guide to financial materiality for multi-asset investing
Explore why it is important to tailor ESG analysis to the strategic differences between equity and fixed income asset classes, which include security types, investment universes, and portfolio goals.
Toward a circular economy: Investments for a Thriving Planet®
The global economy currently demands more of Earth's resources than the planet can sustain. Among potential new solutions, the concept of the circular economy has emerged to inform business leaders and investors about maximizing the effective use of resources and minimizing waste.
Mental health: Insights and potential investment implications
The Covid-19 pandemic has put a spotlight on issues related to mental health. Although it is too soon to draw conclusions, we believe several clear trends have emerged during the pandemic — some worrisome, some promising. Our report explores these developments and the potential implications for investors.
Toward racial justice: Markers of corporate leadership in the United States
Addressing a topic made more pertinent by the impact of the Covid-19 pandemic and the 2020 public protests over the killings of Breonna Taylor and George Floyd, we analyze corporate efforts toward racial justice within our sustainable investing framework. Our report explores the past, present, and future of racial and corporate leadership and the potential implications for investors.
Putnam Sustainable Equity: Sustainability and impact report
We are pleased to share our annual description of Putnam’s Sustainable Equity process, which includes analysis of key sustainability metrics for Putnam Sustainable Leaders and Putnam Sustainable Future. These reports describe how we aim to generate excellent financial performance through a focus on investment-relevant sustainability leadership and solutions.