Sustainable investing
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.
Putnam's ESG discipline pursues performance and impact
Pursuing the potential of two types of sustainable strategies
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.
| Strategy | Category | Inception date | Benchmark |
|---|---|---|---|
| Putnam Sustainable Future strategy | U.S. Equities | November 30, 2017 | Russell Midcap Growth Index |
| Putnam Sustainable Leaders strategy | U.S. Equities | March 31, 2018 |
Russell 3000 Growth Index S&P 500 Index |
Learn about our progress pursuing returns and real world impact
In this inaugural assessment, the Sustainable Investing team provides multidimensional views of our portfolios' sustainability metrics and social and environmental impact, including examples of portfolio holdings.
Dive into key topics
Portfolio ESG rankings vs. peers
Many investors want to see a snapshot view that shows a portfolio's aggregate ESG ratings or rankings, and many value the independence of an assessment that is based on third-party data.
Carbon intensity
Carbon dioxide and other greenhouse gases (GHG) trap thermal radiation from the earth's surface, sustaining natural life.
Women on boards of directors
Our portfolios do have a higher-than-market representation of companies where women comprise 30% or more of total board membership.
Browse our Perspectives
Talking sustainability with CEOs
We have ongoing dialogue with the management teams of companies in which we invest, across a wide range of sustainability-related topics.
We see increasing evidence that systems thinking is becoming more prevalent and influential throughout corporations and the investment community.
How company diversity can help performance
The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.
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.
Stephanie Dobson
Portfolio Manager, Analyst | 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.