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Submitted URL: http://putnamadvisors.com/
Effective URL: https://www.putnam.com/advisor/?dom_seg=putnamadvisors.com
Submission: On January 06 via manual from US — Scanned from DE
Effective URL: https://www.putnam.com/advisor/?dom_seg=putnamadvisors.com
Submission: On January 06 via manual from US — Scanned from DE
Form analysis 3 forms found in the DOM
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<p class="mb-0">To create or reset a DST Vision ID, call <a href="tel:18003542228" class="nobr" gtm-track-mousedown="true">1-800-354-2228</a>. Non-U.S. advisors, call
<a href="tel:16172921000" class="nobr" gtm-track-mousedown="true">1-617-292-1000</a> x43051 <br class="visible-xs">(M–F, 8:30 a.m. – 7:00 p.m. ET).</p>
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</form>Text Content
LINKEDIN ALLOWS YOU TO SELECT WHO CAN SEE YOUR CONNECTIONS. × Learn more By making your connections visible: * Your connections can see your network and ask for introductions * You can ask your connections for introductions * You can fully participate in the LinkedIn social ecosystem and continually build your network Decide who you want to connect with on LinkedIn: * Your shared connections are always visible, no matter what setting you choose * Consider removing some connections if you don't want them to see your network. Log in Register About Putnam Contact us Financial Advisor * * Login * Register * About Putnam * Contact us Financial Advisor * * Products * Mutual funds * Non-U.S. funds * Closed-end funds * Annuities * Multi-Asset Model Portfolios * Active ETFs * Managed accounts * Education accounts * Custom indexes * Retirement accounts * Fund commentaries * Portfolio manager bios * Tax information * 4- and 5-star funds * Analyze investments * Portfolio Solutions * Prospectuses / fund documents * Pricing and performance * Historical pricing * Pricing policies * 529 for America™ daily pricing * Distribution rates * FundVisualizer® * Perspectives * Active Insights * Active Voice * Capital Markets Outlook * Fixed Income Outlook * Equity Insights * White papers * Infographics * Weekly Economic Update * Webcasts * How we invest * Absolute Return * Active-income * Asset Allocation * George Putnam Balanced Fund * Growth Opportunities Fund * Large Cap Value Fund * Manager commentary * PanAgora core and diversifiers * Sustainable investing * Tax-free income * Saving for college * Saving for retirement * Tools * FundVisualizer® * TargetDateVisualizer® * Tax-Equivalent Yield Calculator * Order literature * CD vs. municipal bond calculator * Forms * Business building * Ideas for wealth management * Prospecting to women * Social media * Advisor Tech Tips * Continuing education * Portfolio Solutions * Order literature * Investor education * Client seminars * Commitment to advisors * Accounts * INVESTMENT OPTIONS -------------------------------------------------------------------------------- * Mutual funds * Non-U.S. funds * Closed-end funds * Annuities * Multi-Asset Model Portfolios * Active ETFs * Managed accounts * Education accounts * Custom indexes * Retirement accounts RESOURCES -------------------------------------------------------------------------------- * Fund commentaries * Portfolio manager bios * Tax information * 4- and 5-star funds * Analyze investments * Portfolio Solutions * Prospectuses / fund documents * Pricing and performance * Historical pricing * Pricing policies * 529 for America™ daily pricing * Distribution rates Get a portfolio x-ray Free risk analysis from our Portfolio Solutions Group Learn about our approach LATEST PERSPECTIVE Charting the road ahead for ultrashort bond funds After an eventful decade for ultrashort bond funds, we remain steadfast in our belief that an ultrashort allocation is viable in all market environments. -------------------------------------------------------------------------------- See all Perspectives posts ACTIVE INSIGHTS Research-driven market insights to help you position portfolios. Learn more ACTIVE VOICE A platform for new ideas and insights on public policy and financial sector issues Learn more MARKETS AND ECONOMY * Capital Markets Outlook * Fixed Income Outlook * Equity Insights * White papers * Infographics * Weekly Economic Update * Webcasts HELP CLIENTS MANEUVER IN MARKETS * Absolute Return * Active-income * Asset Allocation * George Putnam Balanced Fund * Growth Opportunities Fund * Large Cap Value Fund * Manager commentary * PanAgora core and diversifiers * Sustainable investing * Tax-free income Quarterly manager commentary Watch portfolio managers share their insights and find quarterly commentary on key funds. Watch video MORE IDEAS FOR YOUR CLIENTS * Saving for college * Saving for retirement FUNDVISUALIZER® View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors. * Launch FundVisualizer * Watch tutorials on how to get started TARGETDATEVISUALIZER® This innovative tool helps plan sponsors compare glide paths to select a target-date strategy. Visualize target-date funds TOOLS AND CALCULATORS * Tax-Equivalent Yield Calculator * Order literature * CD vs. municipal bond calculator See all tools FREQUENTLY REQUESTED FORMS * Mutual Fund Account Application (PDF) * Designation of Beneficiary (PDF) * IRA forms and applications See all forms IDEAS FOR WEALTH MANAGEMENT Key tax figures for 2022 While most key tax figures for 2022 had only slight changes, there are areas where individuals may want to consider revisions to their tax strategy. -------------------------------------------------------------------------------- See all Wealth Management posts RESOURCES FOR YOUR BUSINESS * Prospecting to women * Social media * Advisor Tech Tips * Continuing education * Portfolio Solutions RESOURCES FOR YOUR CLIENTS * Order literature * Investor education * Client seminars WHY LOG IN? Login to access and manage client information. HELP LOGGING IN For login assistance, please call support services at 1-800-354-2228 LOG IN FOR ACCOUNT ACCESS. Remember me. Log in -------------------------------------------------------------------------------- To create or reset a DST Vision ID, call 1-800-354-2228. Non-U.S. advisors, call 1-617-292-1000 x43051 (M–F, 8:30 a.m. – 7:00 p.m. ET). What are you looking for? Search Advisor-only Webcast | Putnam's 2022 Investment Framework | January 20, 2022 | 4:15pm ET Register now 1. 2. 3. Congratulations to Katherine Collins, recognized by Forbes for shaping the future of finance. Read Forbes 50 over 50 Learn more about Katherine and her vision of a sustainable future. 2021 Sustainability and impact report A dialogue with investors Read the report Putnam Sustainable Leaders Fund Putnam Sustainable Future Fund See how we invest Putnam in Barron's Best Fund Families Always active in pursuing the best performance for investors Explore our funds Putnam rankings in The Best Fund Families of 2020 (Barron's, February 2021) Ten years #3 out of 44 Five years #14 out of 50 One year #22 out of 53 TAX CENTER Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates (pdf), tax rates for 2021 (pdf), and more. Visit the tax center Putnam Perspectives Charting the road ahead for ultrashort bond funds After an eventful decade for ultrashort bond funds, we remain steadfast in our belief that an ultrashort allocation is viable in all market environments. December 16, 2021 Wealth Management Ideas Key tax figures for 2022 While most key tax figures for 2022 had only slight changes, there are areas where individuals may want to consider revisions to their tax strategy. January 5, 2022 FUND AWARDS 2020 rankings in Barron's Best Fund Families (published February 2021) Ten years #3 out of 44 Five years #14 out of 50 One year #22 out of 53 Refinitiv Lipper fund awards Putnam International Value Fund Best Fund in the International Large-Cap Value Fund category (R6 shares/PIGWX among 33 funds over 5 years) (Y shares/PNGYX among 29 funds over 10 years) Equity Insights | January 3, 2022 The equity bull market is intact In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings. More » -------------------------------------------------------------------------------- Capital Markets Outlook | Fixed Income Outlook Advisor Tech Tips Setting up your video conferencing studio By having a firm grasp on the technology and production standards required of a successful video conference, you can continue to build and enhance your important client relationships. December 14, 2021 HEADLINES YOU NEED TO KNOW THIS WEEK — JANUARY 4, 2022 ESG INVESTING GREW IN 2021 ESG (environmental, social, and governance) investing grew exponentially in 2021. An estimated $120 billion was invested in ESG investments in 2021 compared with $51 billion in 2020, according to a recent report. The asset flows represented a continuation of a positive trend. The amount of assets invested in ESG increased tenfold from 2018 to 2020. WEALTHY INVESTORS ARE FOCUSED ON TAXES A recent survey of millionaire investors found 55% expect to sell some assets in the coming year, including stocks and real estate, due to potential tax changes. The survey included individuals with $1 million or more in investible assets. Responses varied across generations, with 90% of Millennials, 54% of Gen Xers, and 29% of Baby Boomers stating they plan to make a change. SAVING MORE IS TOP RESOLUTION FOR 2022 Few adults report feeling confident about their financial health. A recent survey found 5% of adults see their finances as “rock solid.” Nearly half (47%) of respondents described their financial condition as “a work in progress.” Baby Boomers were the most confident generation with 29% of respondents describing their financial health as “fit.” Gen Xers were the most skeptical or pessimistic. The top financial resolution for 2022 was increasing savings, cited by 59% of those surveyed. See what you missed last week ON TWITTER NOW 8 days ago Putnam Investments The short end of the yield curve experienced substantive change over the past 10 years. We continue to believe ultr… https://t.co/IC8PtsB39k 14 days ago Putnam Investments Thinking of creating a family charitable account? Consider talking with an advisor about family finances while ever… https://t.co/4jW2o3bsh3 15 days ago Putnam Investments With many voices, we offer one wish for you: Happy New Year 2022! https://t.co/jaVdMBwuLv 16 days ago Putnam Investments Putnam is honored to receive both the Mutual Fund Service Award and Total Client Experience Award from @DalbarInc P… https://t.co/jj2u68ItSj 17 days ago Putnam Investments Looking for a last-minute gift for that video conferencing maven in your life? Our suggestions for ring lights, aux… https://t.co/oehHCA5xzM 17 days ago Putnam Investments Chris Galipeau talks with Seamus Young about portfolio construction and the drivers of risk and return in the lates… https://t.co/lBp8opQQoz 24 days ago Putnam Investments Beneficiary designations, charitable giving are among many year-end actions that may offer a benefit to your financ… https://t.co/cv1FdKuwnp 29 days ago Putnam Investments What is synbio and why should it matter to investors? Read more in Putnam’s Equity Insight. https://t.co/ZAt7ybESdc 1 month ago Putnam Investments We are thrilled to see our partner and friend, Ted Ligety, recognized for his contributions to ski racing. Ted has… https://t.co/TL92bXql3k 1 month ago Putnam Investments Understand the rules around RMDs and other key retirement savings considerations for year-end. Learn more. https://t.co/dY5hz3hr9F Fundvisualizer® Research funds and ETFs Explore and compare funds, model portfolios, and discover new investment opportunities. Launch the tool Forms Mutual Fund Account Application (PDF) Designation of Beneficiary (PDF) IRA forms and applications See all forms Webcasts you may have missed Top year-end tax-planning considerations ETF trends and sustainable investing The new big idea: Active ETFs See webcast schedule Key contacts Financial advisors support services: 1-800-354-2228 Literature hotline: 1-800-354-5487 See all contacts PRODUCTS * Annuities * Closed-end funds * College savings * Managed accounts * Model portfolios * Mutual funds * Active ETFs * Retirement plans/DCIO INSIGHTS * Advisor Tech Tips * Market Outlooks * Perspectives * Wealth Management * White papers RESEARCH TOOLS * FundVisualizer® [Advisor-only] * Muni bond advantage * PlanVisualizer™ [Advisor-only] * TargetDateVisualizer® [Advisor-only] * Tax-equivalent yield calculator INVESTMENT STRATEGIES * 4- and 5-star funds * How we invest ACCOUNT SUPPORT * Advisor accounts * Client reporting * Contact Putnam * Daily Statement * DST Vision * Forms and applications * Tax center ABOUT PUTNAM * Careers * Contact us * Newsroom * Site map * Sustainability at Putnam * BY USING THIS SITE, YOU ACKNOWLEDGE AND AGREE TO THE FOLLOWING DISCLAIMER AND TERMS AND CONDITIONS: The third-party information accessible through this site was prepared by, and is the sole responsibility of, independent providers who are not affiliated with Putnam. Putnam has not reviewed the information and does not warrant that the information is accurate, complete, or timely. You further acknowledge and agree that (1) any security mentioned by a third party reflects the independent opinion of the third party, (2) any such third-party data or opinion is provided for your information only, and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation by Putnam, (3) any information you receive may not be considered legal, tax, or investment advice provided by Putnam, and (4) Putnam is not liable for any loss or damages resulting from your use of this information. By clicking on links to third-party sites, or using social media sharing tools, you will leave this Putnam Retail Management hosted property. Putnam Investments is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from Putnam Investments, which is not responsible for inaccuracies or errors. For informational purposes only. Not an investment recommendation. Privacy Statement Putnam funds may, at times, invest in the Putnam Cash Collateral Pool, LLC. View more information about this fund. Your clients should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call the Putnam Client Engagement Center at 1-800-354-4000 or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing. If you are having difficulty using this website or you would like more information about Putnam products, please call Putnam Investments at 1-800-362-6061. FOR DEALER USE ONLY. This material is prepared for dealer information only. It may not be reproduced, shown, or otherwise communicated to members of the public nor used in written form as sales literature. © 2022 Putnam Retail Management, a member of FINRA and SIPC