Seeking real world impact through active investing
Putnam adds context and analysis to ESG data.
Our sustainable investing team is part of the core Equity Research group.
Integrated research produces deeper insights to advance the effectiveness of ESG, sustainability, and impact analysis.
Pursuing the potential of two types of sustainable strategies
Highlights of Putnam's distinctive approach to sustainable investment research
Sustainable Future strategy seeks long-term capital appreciation by investing in companies that offer potential solutions to essential sustainability challenges.
Sustainable Leaders strategy seeks long-term capital appreciation by investing in companies demonstrating leadership in the sustainability issues that are financially material to their businesses.
Browse our Perspectives
Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.
In recent years, there have been several developments for treating mental health. These innovations — which come after decades of slower-paced advances — include novel drugs and digital offerings.
Sustainable investing capabilities
Putnam's Sustainable Investing team manages two strategies that integrate fundamental equity research with analysis of relevant sustainability issues.
The team also generates independent, in-depth research on specific ESG (environmental, social, and governance) issues. Our analysts have deep fundamental understanding to utilize ESG data within the relevant context of each company and industry, and they share insights across Putnam's global research platform.
Katherine Collins, CFA, MTS
Head of Sustainable Investing | Industry since 1990
Responsible for sustainable investment research, strategy implementation, and thought leadership.
Shep Perkins, CFA
Chief Investment Officer, Equities | Industry since 1993
Responsible for providing strategic direction to portfolio managers and equity analysts.
Portfolio Manager | Industry since 2011
Conducts fundamental analysis and valuation of companies, evaluating their ESG performance.
Alexander Rickson, CFA
Quantitative Analyst | Industry since 2000
Interprets ESG quantitative data and its application to risk management and portfolio construction.
Sustainability and impact report
A dialog with investors
An in-depth look at our investment process, including our integrated fundamental research and our approach to engagement.
Portfolio Analysis and ESG metrics
Analysis of our portfolios according to a number of ESG-related metrics.