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Putnam Investments [view profile ]
One Post Office Square  Boston  MA  02110  ph: 617-292-1000 

http://www.putnaminv.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Filings for Fundsters - April 17, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, April 17, 2017
Fundsters Face Self-Dealing Charges
A duo of asset managers will have to defend themselves in court...
MutualFundWire.com - Tuesday, April 11, 2017
Filings for Fundsters - April 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, April 03, 2017
M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
Last night's 24th annual Mutual Funds Industry Awards highlighted a slew of people making strides in the industry!..
MutualFundWire.com - Friday, March 31, 2017
Follow the Fundsters - March 28, 2017
Hires, fires, and the like! ..
MutualFundWire.com - Tuesday, March 28, 2017
Filings for Fundsters - March 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, March 24, 2017
Cooper Finds a Diamond and Shakes Up a Putnam PM Team
PMs are joining, rising, and departing. And the team's approach is changing, too...
MutualFundWire.com - Tuesday, March 21, 2017
Filings for Fundsters - March 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, March 20, 2017
Putnam Wins a Charitable Victory, On Ice
Five Beantown asset managers recently competed in a hockey tournament...
MutualFundWire.com - Saturday, March 04, 2017
Filings for Fundsters - March 2, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, March 02, 2017
Four Managers Leave Allianz's Retail Team
The departures from two channels at the multinational asset manager's U.S. arm...
MutualFundWire.com - Wednesday, March 01, 2017
Masom Picks a Legg National Accounts Chief, For Now
A key distro exec heads to Morgan Stanley and another rises. Stay tuned for more info later this year...
MutualFundWire.com - Monday, February 13, 2017
Hailer Passes the Baton at Natixis
The multinational asset manager has new chiefs on both sides of the pond...
MutualFundWire.com - Thursday, February 09, 2017 Views
Follow the Fundsters - February 7, 2017
Hirings, firings and the like!..
MutualFundWire.com - Tuesday, February 07, 2017
Alger Buys in Beantown
The Gotham mutual fund shop is buying a small-mid cap growth equity shop with $819 million in AUM...
MutualFundWire.com - Wednesday, January 18, 2017 Views
Filings for Fundsters - January 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Tuesday, January 10, 2017
The Most Popular MFWire Stories of 2016
We look back on the most-read stories we covered this year...
MutualFundWire.com - Friday, December 30, 2016
Mutual Fund Milestones - December 14, 2016
A round-up of the mutual fund industry's latest accomplishments! ..
MutualFundWire.com - Wednesday, December 14, 2016
Filings for Fundsters - December 13, 2016
A compilation for the latest SEC filings!..
MutualFundWire.com - Tuesday, December 13, 2016
Follow the Fundsters - December 7, 2016
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, December 07, 2016
Follow the Fundsters - November 30, 2016
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, November 30, 2016
Filings for Fundsters - November 29, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Tuesday, November 29, 2016
Filings for Fundsters - November 18, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, November 18, 2016
Reynolds' $65MM Putnam Shake Up
The mutual fund shop's chief makes some leadership changes and reduces headcount. Meanwhile, the chief of Putnam's Canadian parent expresses confidence in Putnam's prospects "under the leadership of Putnam CEO Bob Reynolds and his management team."..
MutualFundWire.com - Tuesday, November 15, 2016 Views - Reader Rating: 4
Filings for Fundsters - October 31, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, October 31, 2016 Views
Filings for Fundsters - October 7, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, October 07, 2016
Filings for Fundsters - September 16, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, September 16, 2016
Find Yourself Watching the Patriots, With a Little Help From Putnam
Bob Reynolds and his team are continuing their support for their hometown football team. That includes support for a relatively new technology for upping fan engagement at home games...
MutualFundWire.com - Wednesday, September 14, 2016
AQR Says Goodbye to a Channel Chief After Two Years
A distribution channel chief left the $159B asset manager earlier this summer...
MutualFundWire.com - Monday, September 12, 2016 Views
Virtus Brings a Post-MPT Shop Into the ETF Biz
A Midwestern ETF strategist is powering a new ETF offered by the Northeastern subadvised mutual fund shop...
MutualFundWire.com - Friday, September 09, 2016 Views - Reader Rating: 5
An Ex-Wirehouse Chief Joins Putnam's Board
The move comes after the industry veteran departed the wirehouse earlier this year...
MutualFundWire.com - Thursday, August 25, 2016 Views
Here Are the Nine Fund Firms On LPL's New NTF Platform
The platform is scheduled to roll out on December 1...
MutualFundWire.com - Wednesday, August 24, 2016 Views - Reader Rating: 5
Meet the Next Generation of the Power Behind Putnam
The WSJ shines a light on the family that controls the ultimate parent company of the U.S. mutual fund shop and its siblings...
MutualFundWire.com - Tuesday, August 23, 2016 Views
Preview of LPL Focus 2016
This weekend LPL will kick off its giant annual conference in its West Coast hometown...
MutualFundWire.com - Friday, August 19, 2016 Views
Filings For Fundsters - August 19, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Friday, August 19, 2016
Filings For Fundsters - August 18, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Thursday, August 18, 2016
Filings For Fundsters - August 16, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Tuesday, August 16, 2016 Views
Who Will Abby Johnson and Bob Reynolds Vote For?
The Boston Globe wonders where Boston's business elite will throw their support now that Republicans and Democrats have each officially nominated candidates...
MutualFundWire.com - Tuesday, August 16, 2016
Filings For Fundsters - August 15, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Monday, August 15, 2016 Views
This New PE Shop's Fund Firm Deal Is Just the Beginning
A 35-year veteran of financial services is making his first acquisition via his new eponymous new private equity shop. Here's what he's looking for in a mutual fund shop...
MutualFundWire.com - Friday, August 05, 2016 Views
Stork and Reaper -- July 15, 2016
Fresh SEC filing changes brought to you by MFWire!..
MutualFundWire.com - Friday, July 15, 2016
Three Fund Firms Brought In More than $2B Each In May
Morningstar releases its monthly mutual fund flows report for May 2016...
MutualFundWire.com - Friday, June 17, 2016 Views
The Next Leg In Putnam's FA Support Program
The advisor-sold mutual fund shop starts up a new whitepaper series...
MutualFundWire.com - Tuesday, May 24, 2016
Seven Months and Counting: Vanguard Is Still On Top
M* releases mutual fund flows estimates for April 2016...
MutualFundWire.com - Monday, May 16, 2016 Views
Who Will Take Over BMO GAM in the U.S.?
One of the Canadian bank's asset management co-chiefs is taking over a Canadian cousin to Putnam, Empower, and Great-West Investments...
MutualFundWire.com - Monday, May 09, 2016 Views
Putnam Voyager's 47-Year Journey Ends
Bob Reynolds and his team plan to merge Putnam's flagship mutual fund into another, substantially smaller and younger fund...
MutualFundWire.com - Friday, May 06, 2016 Views
A Dozen Fund Firms Win in Gotham
Last night hundreds of fundsters gathered for an annual industry awards dinner in the Big Apple...
MutualFundWire.com - Wednesday, April 27, 2016 Views - Reader Rating: 5
Reynolds Picks a Chief For His Second Asset Manager
Putnam isn't the only U.S. investing shop in the Great-West family...
MutualFundWire.com - Friday, April 15, 2016 Views
DoubleLine, AB, and BlackRock Killed It In March
Vanguard continues to dominate U.S. net flows for open-end mutual funds and ETFs...
MutualFundWire.com - Thursday, April 14, 2016 Views - Reader Rating: 5
Crystal Ball Check: Who Will Take This CIO Spot?
A Keystone State mutual fund shop says goodbye to its investment chief and anoints a duo to lead in the interim. Meanwhile, a wirehouse vet joins in another leadership role...
MutualFundWire.com - Monday, April 11, 2016 Views
UBS and Credit Suisse Anoint Asset Management Bankers
The two Swiss multinationals both name bankers to cover global asset management...
MutualFundWire.com - Friday, April 01, 2016 Views
101 Fund Families Win in Gotham
Thrivent and TIAA win the top honors at a mutual fund industry award show in New York City...
MutualFundWire.com - Wednesday, March 23, 2016 Views
DoubleLine and AB Crush It
Meanwhile, Vanguard continues to utterly dominate fund flows...
MutualFundWire.com - Friday, March 18, 2016 Views - Reader Rating: 5
3 Big Fund Firms Rocked January: 37 Suffered
Morningstar releases its flows estimates for last month. Only 13 of the biggest 50 mutual fund firms netted inflows in long-term funds...
MutualFundWire.com - Tuesday, February 16, 2016 Views
Beyond Two-and-Twenty: Seeking Symmetrical Comp For Fund Firms
Barron's highlights research into a different take on performance-based fees...
MutualFundWire.com - Tuesday, February 16, 2016 Views
A Distro Data Team Turns the Page to New Leadership and More
A 33-year-old firm in the Midwest has a new chief with big expansion plans for 2016...
MutualFundWire.com - Friday, February 05, 2016 Views
A Heartland Vet Joins an Empire State Fund Firm
The move is the latest piece of this mutual fund shop's push into the advisor-sold space...
MutualFundWire.com - Monday, January 25, 2016 Views
Reynolds Makes Putnam's Latest FA-Support Maneuver
Today the Beantown mutual fund shop unveils a "multi-faceted program" to help advisors with practice management...
MutualFundWire.com - Wednesday, January 20, 2016 Views
Putnam Is Moving In Two Years
Bob Reynolds' plans for the mutual fund shop's new HQ are in line with previous reports...
MutualFundWire.com - Tuesday, January 12, 2016 Views
The Most Popular Mutual Fund Stories of 2015
This is what fundsters were reading about this year...
MutualFundWire.com - Thursday, December 31, 2015 Views
Will JPMAM Settle For $200MM?
A resolution is reportedly expected between the giant bank's asset management arm and several regulators, including the SEC and the CFTC...
MutualFundWire.com - Friday, December 18, 2015 Views
Has Bob Reynolds Found Putnam's New Digs?
A local paper thinks that a REIT has outed the mutual fund chief's planned location for a new HQ...
MutualFundWire.com - Thursday, December 03, 2015 Views
Is There a New Winner of the "Most Famous Spouse in the Mutual Fund Industry" Award?
As tens of millions of Americans were recovering from overeating and family by shopping the day away, a key executive tied to the mutual fund industry was tying the knot...
MutualFundWire.com - Tuesday, December 01, 2015 Views
With One Deal, a $25B Fund Firm Buys Into the US In Two Ways
A Beantown boutique sells a majority stake to a publicly-traded asset manager from north of the border...
MutualFundWire.com - Wednesday, November 25, 2015 Views
Demand For Our Research, From the Platforms, Is Higher Than It's Ever Been
A fund firm's RIA channel chief chats with MFWire about how the space is changing...
MutualFundWire.com - Monday, November 23, 2015 Views
Abby's Pick For President
It's a good bet that this is how the Fidelity chief wants to vote...
MutualFundWire.com - Monday, November 16, 2015 Views
Fundsters Applaud Their STARs
Updated | Industry marketing gurus converged on Chitown last night...
MutualFundWire.com - Friday, October 16, 2015 Views
The 2015 FUSE Forum In Pictures
Neil Bathon and co gather fundsters in Beantown for the consulting company's second annual client conference...
MutualFundWire.com - Friday, October 09, 2015 Views - Reader Rating: 4
Reynolds Sports Another Key Partnership
Putnam Investments is expanding its "Performance In Motion" strategy with a big marketing deal...
MutualFundWire.com - Thursday, October 01, 2015 Views
With Two Deals, the Growing 401k Biz Shrinks By One Size
A pair of defined contribution retirement plan recordkeepers are selling, one to new PE and the other to a competitor...
MutualFundWire.com - Thursday, October 01, 2015 Views
Bob Reynolds Favors This Presidential Candidate
The Putnam chief reveals who he wants to take Obama's place...
MutualFundWire.com - Thursday, September 17, 2015 Views
BNY Mellon IM's Retail Distro Now Falls Under This Exec
The giant bank's new investment management distribution co-chiefs consolidate their direct reports into a few, global roles...
MutualFundWire.com - Wednesday, September 16, 2015 Views
A McKinsey Alum Takes Over the Fourth Largest U.S. Retail Asset Management Biz
Yet the old chief isn't going anywhere just yet...
MutualFundWire.com - Wednesday, September 16, 2015 Views
Reynolds Snaps Up Another Top Fido Vet, This Time In Tech
Putnam adds to its C-suite...
MutualFundWire.com - Monday, September 14, 2015 Views
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
The wirehouse release details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway...
MutualFundWire.com - Tuesday, August 11, 2015 Views - Reader Rating: 3
Gatch and Reynolds Will Stand By Active Through the Tough Times
In recent press interviews, both bigwigs address the active-passive dichotomy...
MutualFundWire.com - Monday, August 10, 2015 Views
Four Fund Shops Stand to Gain From a State's 529 Boost
A state out West is smiling on its college savings plans...
MutualFundWire.com - Thursday, July 16, 2015 Views
Reynolds Re-Ups His Japanese Alliance
Putnam still holds a 10-percent stake in the asset management arm of the largest life insurer in the Land of the Rising Sun...
MutualFundWire.com - Tuesday, June 02, 2015 Views
Two Merging Subadvised Fund Shops Hunt For More Deals
A pair of mutual fund firms from opposite coasts are joining forces later this year. And they're looking for more acquisitions, too...
MutualFundWire.com - Monday, May 18, 2015 Views - Reader Rating: 3
How the Romance Began: a Tale of Two Subadvised Shops
A pair of mutual fund firms from opposite coasts plan to join forces next quarter. But how did they get here? It all started with a subadvisor...
MutualFundWire.com - Friday, May 15, 2015 Views
Two Small Subadvised Fund Shops IntermiX
Fundsters on opposite coasts are joining forces, thanks to an industry M&A shop and a common subadvisor...
MutualFundWire.com - Wednesday, May 13, 2015 Views - Reader Rating: 1
A Retirement Giant Empowers a New Chief
One of the biggest retirement plan providers in the U.S. is anointing a new CEO for that business, effective May 1...
MutualFundWire.com - Monday, April 20, 2015 Views
Cap Group, Fidelity, and Pimco Break Out the Champagne
Each of those three big mutual fund shops took home at least 15 awards last night at Lipper's annual fund awards dinner in the Big Apple. TIAA-CREF, MassMutual, and a host of others also won...
MutualFundWire.com - Wednesday, April 01, 2015 Views
And the Winners Are ... Empower, Vanguard, and Many More
The stars aligned last night in midtown Manhattan for fundsters from 12 shops and other firms...
MutualFundWire.com - Friday, March 27, 2015 Views
"The Most Dominant Fund Company In History"
M* guru John Rekenthaler ponders Vanguard versus the shops that previously held the crown in the mutual fund biz...
MutualFundWire.com - Thursday, March 26, 2015 Views
Just How Much Can the LSE Make From a Partial Sale of Russell?
The exchange is reportedly aiming for $1.2B to $1.5B for the manager of managers...
MutualFundWire.com - Wednesday, February 25, 2015 Views
Keep an Eye On Putnam and Three Others
In its predictions for 2015, an industry consulting shop looks into its crystal ball to see which fundsters will win...
MutualFundWire.com - Tuesday, February 24, 2015 Views
Meet the Leaders of Bob Reynolds' 401k Giant
Last year the Putnam and Great-West chief combined three retirement plan businesses into one, under the leadership of a key lieutenant. The leadership team for that combined business is taking shape...
MutualFundWire.com - Friday, February 06, 2015 Views
Pioneer Keeps Hiring After Jones Fills Two Key Posts
The new CEO of the Italian multinational asset manager's U.S. arm brings on an intermediary distribution chief and a marketing and product development chief...
MutualFundWire.com - Wednesday, January 07, 2015 Views
Haldeman Joins a Key Board
The former Putnam chief allies with a data processing giant...
MutualFundWire.com - Thursday, November 20, 2014 Views
Putnam Retirement No More
The Putnam retirement plan business, save DC I-O, is no longer Putnam's thanks to two mergers earlier this year. And soon it will carry a new name, too. Bob Reynolds and one of his lieutenants unveil their branding for the freshly merged company...
MutualFundWire.com - Thursday, October 30, 2014 Views
OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
Marketing fundsters gathered in the Windy City last night for the 18th annual awards from the MFEA...
MutualFundWire.com - Wednesday, October 22, 2014 Views
Reynolds Elevates Putnam's Insti Biz and Brings a Familiar Face Back to Lead It
A 17-year Putnam vet returns to lead the Beantown mutual fund shop's institutional efforts...
MutualFundWire.com - Monday, September 15, 2014 Views
As Reynolds' Lieutenant Strives to Build the Retirement Shop of Choice, It's Business As Usual at Putnam
After acquiring another retirement plan business and appointing a lieutenant to lead the combined business, what's next for Bob Reynolds?..
MutualFundWire.com - Wednesday, September 10, 2014 Views
Reynolds Makes His Retirement Choice: What's Next?
The Putnam chief picks one of his own to execute their retirement plan vision, after combining three retirement plan providers into one...
MutualFundWire.com - Wednesday, September 10, 2014 Views - Reader Rating: 5
Bob Reynolds Is on Twitter!
So are a handful of other prominent fundsters. One has nearly 25,000 followers...
MutualFundWire.com - Tuesday, August 19, 2014 Views - Reader Rating: 5
Connolly Builds His Putnam Wrecking Crew
Capitalizing on a year of solid Putnam PM performance, Putnam's head of global distribution prepares to do some damage...
MutualFundWire.com - Friday, July 25, 2014 Views
Will Russell's Plum Asset Arm Agree With Buyers' Stomachs?
Seems like there are other people besides MFWire who see a buying opportunity in the LSE-Russell deal, the question is how to pull it off...
MutualFundWire.com - Friday, July 11, 2014 Views
Is Covestor Creating a New Fund Distribution Channel?
The online investment platform features at least 13 fund sponsors in new non-management fee ETF platforms. Could they disrupt the dynamics of the platform wars?..
MutualFundWire.com - Thursday, July 10, 2014 Views
Putnam Parent Great-West Aims for More U.S. Acquisitions
The Canadian financial giant aims to bolster its U.S. asset presence, and gain momentum in the retirement place. ..
MutualFundWire.com - Monday, July 07, 2014 Views
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