Putnam Investments
Overview
Putnam Investments is a prominent investment management firm headquartered in Boston, Massachusetts, offering a diverse array of investment solutions to both individual and institutional clients. The firm specializes in various asset classes, including fixed income, equity, and multi-asset strategies, catering to a wide range of investment needs. With a global presence, Putnam serves clients across multiple countries, including the United States, United Kingdom, Germany, Australia, Japan, and Singapore. The firm's investment approach emphasizes active management, focusing on delivering consistent performance through fundamental research and risk management. Putnam's portfolio managers and analysts collaborate to identify investment opportunities and manage risks effectively, aiming to achieve superior risk-adjusted returns for their clients. The firm offers investment products such as mutual funds, institutional separate accounts, exchange-traded funds, managed accounts, hedge funds, collective trusts, and other private placements. Putnam Investments is a subsidiary of Franklin Templeton Investments, a global investment firm. As of December 31, 2023, Putnam managed approximately $178 billion in assets, with $89 billion in mutual fund assets and $89 billion in institutional assets. The firm's commitment to delivering repeatable investment excellence is reflected in its client-centric approach, aligning the success of its portfolio managers and analysts with that of its clients through performance-based compensation structures.
Investment Focus
- Accredited investor status required for certain investment products
- Compliance with applicable regulatory requirements in the investor's jurisdiction
Portfolio Companies
Reach Putnam Investments directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Putnam Investments
What sectors does Putnam Investments invest in?
Putnam Investments invests in Financial Services, Investment Management, Fixed Income, Equity and Multi-Asset, and is based in Boston, Massachusetts, United States. Putnam Investments is listed as a mutual fund in the ConnectSafely investor database.
What stage does Putnam Investments invest at?
Putnam Investments backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 500M.
Which regions does Putnam Investments invest in?
Putnam Investments invests across United States, United Kingdom, Germany, Japan, Australia and Singapore.
Who are the partners at Putnam Investments?
Team members listed for Putnam Investments include Shep Perkins (CIO and Head of Putnam Investments) and Christopher McLeod (Senior Vice President Global Accounting and Custody Operations).
What companies has Putnam Investments invested in?
Putnam Investments's portfolio includes Putnam Master Intermediate Income Trust, Putnam Managed Municipal Income Trust, Putnam Municipal Opportunities Trust and Putnam Premier Income Trust.
How do I contact Putnam Investments?
Putnam Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
