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.
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.
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.