About the new site
Welcome to Putnam's website for institutional investors. The site is your gateway to detailed account information, recent reports, your contacts at Putnam, and our latest investment perspectives and white papers. The site was inspired by client feedback and emphasizes accessibility, transparency, and ease of use.
Your personal dashboard includes:
- A snapshot of your accounts
- A list of recent reports
- Contact information for your
Putnam relationship team
Portfolio and Transaction Details (login required)
Upon logging in, you have access to performance and portfolio data, holdings, exposures, characteristics, valuations, and manager commentary.
Select "Portfolio Details" under the "Client Accounts" tab.
Reports (login required)
Upon logging in, you have access to an extensive list of current and past reports.
- Select "Reports" under the "Client Accounts" tab.
- Reports are easily searchable and sortable by name, category (e.g., "Appraisal"), and date.
This section offers you a single destination for all of Putnam's thought leadership, economic updates,
and market analysis, including:
- Economic and market updates
Highlights of news-making events in the global economy and markets (published weekly and available for download).
- Institutional Perspectives
Putnam's portfolio managers offer their experienced perspectives each week on the events making news and moving markets.
- White papers
Putnam's portfolio teams go deeper in our white paper series (organized by type and asset class).