Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:The Next Leg In Putnam's FA Support Program Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, May 24, 2016

The Next Leg In Putnam's FA Support Program

Reported by Neil Anderson, Managing Editor

The next leg in Putnam's [profile] FA practice management support program is here, and this leg has four parts.

Scott Sipple
Putnam Investments
Head of Global Investment Strategies
Today Bob Reynolds and his team unveil "Four Strategies for a World of Uncertainty", a new whitepaper series they're pitching as "a thoughtful new strategic blueprint to help financial advisors -- and their clients -- navigate today's dynamic markets." The new series is part of the Maneuver in markets program that Reynolds unveiled in January.

"What we do is listen to our financial advisor clients," Scott Sipple, head of global investment strategies at Putnam, tells MFWire. The Putnam team, he adds, is focusing on the issues that FAs "are really concerned about."

The Putnam team divided those issues of FA concern into four areas: 1) "navigating rates by investing outside common indexes"; 2) "exploring new opportunities at the short end of the yield curve"; 3) "managing market volatility with modern diversification strategies"; and 4) "active strategies offer valuable sources of growth". The first white paper in the series comes out today and overviews those four areas; later papers "will drill down deeper into each of these topics", Sipple says.

Sipple says that Putnam may release a new white paper in the series "every couple of months or so," depending on what's going on in the markets. Yet he says the series won't be formulaic.

"It's not a set schedule," Sipple says, adding that Putnam may also revisit topics with different angles. "There's no target number [of papers in the series]. As market conditions change we might want to take a couple of different dives into one of these areas."

The whitepaper series will also be accompanied by webcasts for advisors, social media and website postings, onsite due diligence meetings, and more.

"There's a number of different ways that we're going to be getting this message out," Sipple says. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. Nicsa webinar - Luxembourg: The FinTech Gateway to Europ, May 18
  2. MMI webinar - How Wealth Firms Can Attract and Retain the Modern Investor, May 18
  3. ICI webinar - New Research Shows "First-Mover" Is a Universal Investor Response — Not Unique to Open-End Mutual Funds, May 18
  4. MFDF webinar - Mutual Fund Director Compensation: The MPI Annual Survey (2022), May 19
  5. 2022 ICI Leadership Summit, May 25-26
  6. ALFI Roadshow to New York, May 25
  7. 2022 IDC Fund Directors Workshop, May 26
  8. Irish Funds Annual Global Funds Conference 2022, May 30-31
  9. WealthManagement Edge, May 31 - June 3
  10. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  11. 28th annual Expect Miracles East Coast Classic, June 9
  12. 2022 Sohn Investment Conference, June 9
  13. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  14. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  15. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  16. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  17. 2022 MMI Emerging Asset Managers Forum, June 23
  18. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  19. Financial Planning INVEST, Jun 28-29
  20. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  21. MFDF Director Discussion Series - Open Forum (New York), July 20
  22. 2022 MMI Distribution Leadership Forum, Jul 20-21
  23. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  24. MFDF webinar - Performance, Perception and Manager Selection, September 14
  25. 2022 ICI Tax and Accounting Conference, Sep 18-21
  26. 5th annual Expect Miracles Atlantic Coast Classic, October 3




©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use