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putnam investmentsmanagement firm with over 68 years of investment experience, $191 billion in assets under management, 204 institutional clients, and over 9 million shareholders and retirement plan participants. Putnam broad range of investment products includes institutional portfolios; 401(k)s, IRAs, and other retirement plans; mutual funds; variable annuities; and alternative investments for institutions and high-net-worth investors.
Retail
Putnam offers 78 mutual funds as well as retirement products such as IRAs and 401(k)s, and variable annuities and other insurance products. Because we believe investors need personalized advice to create diversified investment portfolios, we distribute our funds and annuities through financial advisors, brokers, banks, and financial planners who can provide sound investment advice.
Putnam's family of mutual funds:
Growth Funds
Voyager Fund
The fund invests primarily in stocks of large and midsize companies across a range of industries. It targets companies with sales and profits that Putnam believes are likely to grow faster than the overall economy. For more than 30 years, this flagship Putnam fund has targeted growing companies for investors seeking capital appreciation.
Growth Opportunities Fund
The fund invests in large U.S. companies with strong revenue and earnings growth prospects. Members of the management team target established companies that are believed to be leaders in their industries with the potential to grow rapidly. The fund?s portfolio typically includes world-renowned businesses whose size and scale give them a competitive advantage.
New Opportunities Fund
The fund has a multi-cap strategy, seeking to invest in the highest quality large-cap companies as well as dynamic small- and mid-cap growth companies. The fund targets companies with strong management, superior financial characteristics and strong prospects for long-term growth.
Vista Fund
The fund targets midsize companies across a range of industries. It seeks to invest in companies that are relatively well-established but continue to offer rapid growth potential. In addition to growth potential, the mid-cap stocks in the fund's portfolio may offer a greater degree of stability than those of smaller, less mature companies.
Discovery Growth Fund
The fund invests in companies of all sizes across a range of industries. The management team targets stocks with exceptionally strong growth potential.
International New Opportunities Fund
The fund invests mainly in companies outside the United States experiencing rapid earnings, sales, and business unit growth, and with the potential for positive earnings surprises. The fund invests primarily in large and midsize growth companies with superior competitive positions within their industries.
Small Cap Growth Fund
The fund seeks capital appreciation by investing mainly in small companies believed to have the potential for exceptionally strong growth. The fund targets stocks across a range of industry sectors and seeks companies with innovative products and services, sound business models, and strong management teams.
OTC & Emerging Growth Fund
The fund targets small and midsize companies believed to have exceptionally strong growth potential. Its portfolio may include stocks that are traded in the over-the-counter market (OTC) and stocks of emerging-growth companies listed on securities exchanges. The fund's focus on rapidly growing small and midsize companies makes it Putnam's most aggressive growth product.
Retirement plans
As one of the top managers of defined contribution assets, we offer a broad spectrum of mutual funds, investor education programs and materials, the latest technology, and access to superior record-keeping services.
The Putnam Difference
Putnam Investments is attracting new Taft-Hartley clients by building
on tradition of prudent investing and the highest standards of service.
? Contributions are generally tax deductible by employers
? Withdrawals are tax free to the member
? Account balances accumulate in appropriate investments
for retired and active members
? Flexible administration coupled with communications
from our award-winning team
Attracting new clients
Taft-Hartley plan sponsors that have chosen Putnam
for investment management services in the past 18
months include:
Asbestos Workers Local 37 Evansville, IN
Boilermakers Officers
and Office Employees Pension Kansas, MO
Bricklayers and Trowel
Trades International Washington, DC
Food and Commercial Workers
Local 919 Farmington, CT
IBEW Local 25 Hauppauge, NY
IBEW Local 43 Syracuse, NY
IBEW Local 223 Lakeville, MA
IBEW Local 340 Sacramento, CA
IBEW Local 380 College Park, PA
IBEW Local 673 Mentor, OH
IBEW Local 725 Terre Haute, IN
IBEW Local 3 ?Westchester Westchester, NY
Iron Workers District
Council of New England Dorchester, MA
UFCW Mt. Laurel, NJ
UFCW Local 152 Pennsauken, NJ
United Steelworkers
Local Union 286 Philadelphia, PA
UNITE HERE Lincoln, RI
Use of client names does not represent an endorsement of any
Putnam fund or product.
A time-honored tradition
in money management
Serving investors since 1937
? Twelth-largest U.S. mutual fund company
? Manage nearly $180 billion in assets
? Nearly 10 million shareholders and
169 institutions
? Over 70 Taft-Hartley plans covering more
than 250,000 members
? Leading provider of Taft-Hartley retirement services
A broad range of investment services
For Defined Contribution plans
? Traditional mutual funds for every asset class
? Full array of pre-diversified options, including
both risk-based and target retirement funds
? Open architecture program that includes options
from more than 100 fund families
For Defined Benefit plans
? Actively managed portfolios
? Quantitative: equity and fixed-income portfolios
that are managed by our affiliated company,
PanAgora, using quantitative techniques
? Fundamental and quantitative: equity and fixedincome
portfolios using a combination of
fundamental and quantitative techniques
? Passive and enhanced-index portfolios
? Alternate investment approaches
An innovative savings solution
The first Health Reimbursement Account (HRA) offered
by a Taft-Hartley retirement plan provider
? Helps Trustees manage rising health-care costs while
providing members with added coverage for their
health-care expenses
Putnam Investments is a global money management firm with over 68 years of investment experience, $191 billion in assets under management, 204 institutional clients, and over 9 million shareholders and retirement plan participants.
Our broad range of investment products includes institutional portfolios; 401(k)s, IRAs, and other retirement plans; mutual funds; variable annuities; and alternative investments for institutions and high-net-worth investors.
Retail
Putnam offers 78 mutual funds as well as retirement products such as IRAs and 401(k)s, and variable annuities and other insurance products. Because we believe investors need personalized advice to create diversified investment portfolios, we distribute our funds and annuities through financial advisors, brokers, banks, and financial planners who can provide sound investment advice.
Individual investor site ?
Financial advisor site ?
Advisors outside the U.S. ?
Retirement plans
As one of the top managers of defined contribution assets, we offer a broad spectrum of mutual funds, investor education programs and materials, the latest technology, and access to superior record-keeping services.
Retirement plan participant site ?
DC plan sponsor site ?
Institutional
Putnam offers a variety of investment capabilities ranging from quantitative and active alpha solutions to alternative investments designed to meet the evolving needs of institutional investors worldwide. We also provide industry-leading service to our clients as well as customized portfolio analysis and research.
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