PUTNAM INVESTMENTS INTRODUCES HIGHLY CUSTOMIZED, DEEP-ANALYTICAL WEB-BASED RESOURCES TO THE FINANCIAL ADVISOR COMMUNITY
Advisors Able to Directly Access Sophisticated Proprietary Portfolio Modeling — Both for Office and Mobile Use
BOSTON, September 22, 2011 — As part of its evolving strategy to utilize leading technology and web-based capabilities to further help financial advisors and their clients achieve their financial goals, Putnam Investments today officially launched a powerful new website dedicated to providing advisors with a dynamic, personalized experience. Among its many innovative features, the website, at www.putnam.com/advisor, allows for advanced, open-architecture portfolio modeling, to assist them in their work with clients.
In addition to introducing a series of technology-enabled and social media-driven practice management elements, the new Putnam advisor site builds upon its well-received analytical tool, FundVisualizerTM, which can now model entire investment portfolios from a universe of over 11,000 mutual funds and ETFs, as well as continue to provide head-to-head product comparisons.
“Our new financial advisor website is designed to provide a superior experience for advisors, allowing them to even more effectively guide their clients in achieving their financial goals,” said Bill Connolly, Head of Global Distribution, Putnam Investments. “We want to provide advisors with an intuitive, yet highly sophisticated set of customized resources that dynamically integrates and presents data, analysis and thought leadership. Our goal is to be a must-stop destination for the advisor community.”
Connolly indicated that advisors will now have access to the next version of Putnam FundVisualizer, allowing them to choose and package a virtually unlimited number of potential fund holdings, assign specific weightings and adjust time periods as desired, to gain insight into the performance behavior and importance of risk-return trade-offs of uniquely constructed portfolios and their underlying components. Additionally, advisors can compare separately created portfolios of their own design. The portfolios can utilize Putnam or non-Putnam product solutions.
Conversations, Feedback and Peer Observations,
The Putnam site will also provide advisors with an array of practice management and thought leadership resources to help in their day-to-day and long-term planning work with clients. Advisors will be able to:
“One of our chief objectives at every turn is to offer significant value to financial advisors, in the form of performance, product, service and best thinking,” explained Connolly. “In many ways, this new, innovative website, dedicated to enhancing what advisors can bring to their client relationships, is a packaging of many of the best elements that Putnam has to offer to the marketplace.”
Putnam’s Commitment to Financial Advisors
About Putnam Investments
The Lipper/Barron’s survey, published February 7, 2011, for the 2010 award period, ranked Putnam 14 out of 57 fund families with funds in five categories: general U.S. stock, global or international, mixed-asset, taxable bond, and tax-exempt bond. Putnam Investments ranked 41 of 53 and 38 of 46 for the 5- and 10-year periods, respectively. The Lipper/Barron’s survey published February 1, 2010, for the 2009 award period, ranked Putnam Investments #1 and included 61 fund families with funds in the same five categories as above. Putnam ranked 43 of 54 and 46 of 48 for the 5- and 10-year periods, respectively. Only funds with at least one year of performance were included. Returns were calculated minus the effects of sales charges and 12b-1 fees. Rankings were asset weighted, so larger funds had a greater impact on a fund family’s overall ranking, and then weighted by category, with each category assigned a percentage. Past performance is not indicative of future results. For more information on the Lipper/Barron’s survey methodology, visit putnam.com. Barron’s is a registered trademark of Dow Jones & Company.Request a prospectus, or a summary prospectus if available, from your financial representative or by calling Putnam at 1-800-225-1581. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.