Highest level of service

Putnam is consistently recognized for leadership in providing service to investors, advisors, and financial professionals, including 30 consecutive years of DALBAR awards.

An active focus on service is core to how we do business

As Putnam strives to provide strong risk-adjusted returns, we know that providing the right information, insights, and resources is equally important to helping advisors address their clients’ critical financial goals.

Harnessing technology for investors and financial advisors

Putnam has created a wide range of proprietary tools to help advisors and investors understand key points about tax considerations, retirement accounts, investment comparisons, and more.

Research tools

Putnam is recognized as a leader in service to shareholders and financial professionals

DALBAR service quality award winner for 30 consecutive years

DALBAR Total Client Experience award winner for nine consecutive years

DALBAR Excellence in Sales Support award winner for two consecutive years

DALBAR, Inc. is the financial community's leading independent expert for evaluating, auditing, and rating business practices, customer performance, product quality, and service. Launched in 1976, DALBAR has earned a reputation for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers, and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.