Our team brings diverse skills to assessing ESG issues that we believe matter to fundamental performance, identifying sustainability solutions that offer potential for profitable growth, and analyzing stocks that may benefit from these issues.

A week in the life of an active manager

We aim to create a holistic approach that is greater than the sum of its parts. Read about a small subset of the total research and investment activity for our team from a week of our team’s meetings in November 2022, as a way to bring these processes more vividly to life.

A week in the life of an active manager

Team members

Katherine Collins, CFA, MTS, Head of Sustainable Investing

Ms. Collins is Head of Sustainable Investing, responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental social, and governance (ESG) issues. In addition, she is a portfolio manager of Putnam's Sustainable Future and Sustainable Leaders strategies. Ms. Collins manages the Sustainable Equity team, which collaborates with portfolio managers and analysts on ESG integration by assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at a portfolio level. Ms. Collins joined Putnam in 2017 and has been in the investment industry since 1990.

Years in the industry: 34
Years at Putnam: 7

Katherine Collins

Stephanie Dobson, Portfolio Manager

Ms. Dobson is a Portfolio Manager of Putnam's sustainable investing strategies. She is responsible for conducting fundamental analysis and valuation of companies, evaluating their performance across environmental, social, and governance (ESG) factors, and identifying potential risks and opportunities related to these factors. Ms. Dobson joined Putnam in 2017 and has been in the investment industry since 2011.

Years in the industry: 13
Years at Putnam: 7

Stephanie Dobson

Alexander Rickson, CFA, Portfolio Manager, Quantitative Analyst

Mr. Rickson is a Portfolio Manager on the Sustainable Equities team and a Quantitative Analyst, covering equities. Based in Putnam's London office, he is responsible for portfolio construction, quantitative research, and risk management for a range of investment strategies. As a key member of the Sustainable Equities team, Mr. Rickson interprets environmental, social, and governance (ESG) data and its application to the processes of risk management and portfolio construction. He joined Putnam in 2002 and has been in the investment industry since 2000.

Years in the industry: 24
Years at Putnam: 22

Alexander Rickson

Samuel Alpert, Analyst

Responsible for conducting valuation of companies and making buy/sell recommendations, Mr. Alpert focuses on sustainable investing and health care.

Years in the industry: 6
Years at Putnam: 6

Samuel Alpert

Devin Ahearn, Analyst

Responsible for conducting valuation of companies and making buy/sell recommendations, Ms. Ahearn focuses on sustainable investing and e-commerce companies.

Years in the industry: 5
Years at Putnam: 5

Devin Ahearn

Mary Catherine Landy, ESG Integration Analyst

Responsible for research on investment themes to complement fundamental analysis, Ms. Landy focuses on issuer and regulatory analysis and corporate engagement project management.

Years in the industry: 3
Years at Putnam: 3

Mary Catherine Landy

Michel Boulos, CFA, CAIA, Senior Investment Director

Responsible for product positioning and competitive analysis, Mr. Boulos is a member of the Global Investment Strategies group.

Years in the industry: 22
Years at Putnam: 3

Michel Boulos

Frequently Asked Questions | Sustainable Investing

How does the Sustainable Equity team collaborate to enhance research across Putnam?

The Sustainable Equity team produces stock-specific research and thematic investment research that is shared with the entire organization. In addition, the team collaborates with Putnam’s investment professionals to incorporate analysis of financially material ESG issues in research and investment processes.