Seeking to make real world impact through well-researched investment decisions
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.
"Now more than ever, we believe that sustainable companies could also prove to be more resilient and beneficial than others over the long term."
– Katherine Collins
Pursuing the potential of two types of sustainable strategies
Highlights of Putnam's distinctive approach to sustainable investment research
Sustainable Future strategy invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.
Sustainable Leaders strategy invests in growth companies committed to the goal of delivering positive financial and ESG performance.
How we think about carbon, diversity, and research
Explore Putnam's Sustainability and Impact Report for examples of our distinctive views about important ESG topics such as carbon intensity, corporate diversity, and sector research.
Browse our Perspectives
Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.
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
Co-Head of 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.