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MFWire: Putnam Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Putnam Investments
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One Post Office Square
Boston, MA 02110
Google Maps
Contact
Main Phone: 617-292-1000
Web Site:
http://www.putnam.com
Mutual Fund Brand(s)
Putnam Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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On January 1, 2024, Franklin Templeton bought Putnam from Great-West and entered a long-term strategic partnership with Great-West and Power.
Putnam Investments is owned by Great-West Lifeco Inc, a unit of Canada's Power Financial. Power Financial is controlled by the Desmarais family of Montreal.
History
George Putnam founded the mutual fund firm in 1937. Marsh & McLennan Companies purchased Putnam in 1970.
In 2007, Great-West Lifeco purchased Putnam Investments from Marsh.
2003 Fund Scandals
In the fall of 2003, Putnam was one of a number of firms accused of allowing market-timing trades by investors. That investigation led to the resignation of then-CEO Larry Lasser who was replaced by Ed Haldeman. Ultimately, the fallout from the accusations led to Marsh's sale of the company to Great-West Lifeco Inc.
The Desmarais family hired Fidelity veteran Robert Reynolds in June 2008 to replace Haldeman as Putnam's CEO in 2008.
In June, 2011 Putnam entered into a multiple-year marketing partnership with the Kraft Sports Group, owner of the New England Patriots, the New England Revolution and Gillette Stadium.
In March 2014, Bob Reynolds was promoted to the position of president and chief executive of Great-West Lifeco U.S. Inc., the owner of both Putnam and the Denver based Great-West Financial. The position of president and chief executive officer of Great-West Financial was also his upon the retirement of Mitchell Graye in May, 2014.
In April 2014, Great-West purchased the retirement business of JP Morgan Asset Management.
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Sponsored Opportunities
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Key People:
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Bob Reynolds
CEO and President, Putnam Investments | Bill Connolly
Global Head of Distribution, Putnam Investments | Michael Woodall
Chief Growth Officer, Altimetrik | Aaron Cooper
EVP, Public Market Investments, Franklin Templeton | Bill Kohli
Co-Chief Investment Officer - Fixed Income, Putnam Investments | Rob Schoen
Chief Investment Officer - Global Asset Allocation, Putnam Investments | Robert Burns
Managing Director, General Counsel, Putnam Investments | Robert Leveille
Chief Compliance Officer, Invesco Advisers and Invesco Funds | Cathy Saunders
Managing Director, Head of Corporate Sustainability and Public Policy, Putnam Investments | Clare Richer
Board Member, Principal Financial Group | Frank McNamara
General Counsel, Putnam Investments | Benjamin Filmore
Regional Investment Consultant, Putnam Investments | Donald Gentile
Regional Investment Consultant, Putnam Investments | Jackie VanderBrug
First Mover Fellow , The Aspen Institute |
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Story Archive for Putnam Investments
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Published On
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Story Headline
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Publication |
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5/7/2024
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A Putnam Veteran and Former Empower Leader Joins Lazard
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401kWire.com
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1/2/2024
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Great-West Sells Putnam, As Planned
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MFWire.com
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12/27/2023
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Expect a $925MM Deal to Close Soon
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9/21/2023
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Seven of the Most Trustworthy Fund Firms In 2023
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6/1/2023
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How Much Will a $136B-AUM Deal Boost Franklin's DC I-O Biz?
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6/1/2023
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What's Next For Bob and His Team?
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MFWire.com
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5/31/2023
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The Mountain Comes to Bob. Jenny Makes the Deal
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5/26/2023
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Will the Mountain Come to Bob?
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5/25/2023
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Reynolds Reveals Putnam's 12th Active ETF
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MFWire.com
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4/21/2023
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With $3B, Pacer Takes the 2023 Lead
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MFWire.com
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3/20/2023
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BNY Mellon Leads With $2.3B
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2/10/2023
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Putnam Transforms a 19-Year-Old TDF Suite
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401kWire.com
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10/5/2022
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20 Fund Firms Win Big With FAs
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9/7/2022
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A Wirehouse Alum Joins a $176B-AUM Firm's Senior Leadership Team
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8/23/2022
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A Biz School Opens a Building Named For a $176B-AUM Firm's Chief
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MFWire.com
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6/8/2022
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An 85-Year-Old Firm Preps 8 ETFs
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MFWire.com
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5/26/2022
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A $180B-AUM Firm Preps an ESG TDF Family
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401kWire.com
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2/16/2022
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41 Percent of Shrinking Inflows Go to These Firms
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1/20/2022
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Despite a Rough Finale, Midsize Inflows Returned In 2021
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7/1/2021
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A $198B-AUM AM Adds an Asset Allocation Co-Chief
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MFWire.com
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6/2/2021
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Next Up For a $197B-AUM Active Shop: More Alts?
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MFWire.com
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5/26/2021
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Reynolds Kicks Off Putnam's ETF Push
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MFWire.com
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4/21/2021
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DC I-O Rises At a $193B-AUM Shop
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401kWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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10/8/2020
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Get More Out of LinkedIn
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401kWire.com
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9/14/2020
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26 Years In, a Putnam C-Suiter Will Yield to a 23-Year Vet
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MFWire.com
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8/6/2020
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Fundster CEOs Get Out the Vote, and One Hosts a Fundraiser
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MFWire.com
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4/24/2020
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Reynolds Imagines a Post-COVID-19 Future
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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1/14/2020
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Reynolds Hires a Retail Chief
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MFWire.com
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11/22/2019
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Reynolds Thanks an Exiting 20-Year Putnam Leader
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MFWire.com
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11/18/2019
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Reynolds Makes a Model and SMA Push
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MFWire.com
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11/5/2019
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Putnam's Parent's Chief Keeps Looking For Deals and Efficiencies
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MFWire.com
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7/29/2019
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Week In Preview, July 29-August 4
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MFWire.com
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5/7/2019
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What Putnam's Parent Is Hunting For
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MFWire.com
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4/29/2019
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Week In Preview, April 29-May 5
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MFWire.com
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4/4/2019
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A Boston MF Scion Dies At 92
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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2/8/2019
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Bob Reynolds Passes a Baton
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MFWire.com
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2/4/2019
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Week In Preview, February 4-10
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MFWire.com
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1/25/2019
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Expect Miracles Takes Manhattan For a Fifth Time
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MFWire.com
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1/25/2019
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Putnam's Parent Refocuses Its U.S. Biz On Three Units
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MFWire.com
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1/24/2019
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Great-West Sells Most of Its Non-401k, Non-MF Biz
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401kWire.com
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12/18/2018
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A Wirehouse's Sibling Wins In November
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MFWire.com
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12/12/2018
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An Always Active Fund Firm's 2019 Campaign Begins
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MFWire.com
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10/12/2018
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Abby and Bob Party With Sir Paul
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MFWire.com
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10/11/2018
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As First Trust Takes the Lead, Bridge Builder Slows
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MFWire.com
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9/6/2018
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Putnam's Big Move Is Almost Here
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MFWire.com
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6/28/2018
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McKay Brings a Former DC I-O Chief to Putnam
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401kWire.com
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5/16/2018
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With a $10B War Chest, a Multinational Targets U.S. Asset Managers
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MFWire.com
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5/9/2018
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A Canadian Multinational Keeps Hunting For U.S. Asset Managers
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MFWire.com
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4/30/2018
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Week in Preview, April 30-May 6
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MFWire.com
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4/3/2018
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How Do Fundsters Support FA's Social Media Savvy?
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MFWire.com
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3/5/2018
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Week In Preview, March 5-11
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MFWire.com
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2/26/2018
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Week In Preview, February 26 - March 4
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MFWire.com
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2/1/2018
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Reynolds Reorgs and Rebrands His Original Putnam Flagships
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MFWire.com
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1/29/2018
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First Trust and Bridge Builder Lead the Monthly Pack, Again
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MFWire.com
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1/26/2018
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Picture This: KPA-Guided Cost-Benefit Analysis For Plan Design
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401kWire.com
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1/25/2018
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SSgA Had a Great December
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MFWire.com
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1/17/2018
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Putnam Transforms a $4.75B Pair of Funds
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MFWire.com
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11/21/2017
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An Irish Charity Gathers Fundsters to Honor a Star PM
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MFWire.com
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10/30/2017
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Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
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MFWire.com
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9/18/2017
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Bob Reynolds Renews His Retirement Policy Pitch, In Print
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401kWire.com
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8/4/2017
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Filings for Fundsters - August 4, 2017
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MFWire.com
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7/24/2017
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Week In Preview, July 24-30
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MFWire.com
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7/18/2017
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Follow the Fundsters - July 18, 2017
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MFWire.com
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7/13/2017
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20 Fund Firms Team Up With LPL For a New Mini-Mart
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MFWire.com
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6/28/2017
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WisdomTree and UBS Execs Will Lead This Trade Group
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MFWire.com
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5/25/2017
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The New Fund Fuss - May 25, 2017
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MFWire.com
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5/24/2017
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What Will We See From Putnam in Q3?
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MFWire.com
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5/19/2017
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Filings for Fundsters - May 19, 2017
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MFWire.com
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5/12/2017
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Filings for Fundsters - May 12, 2017
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MFWire.com
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5/5/2017
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Follow the Fundsters - May 9, 2017
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MFWire.com
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5/3/2017
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An ESG Guru Builds a Putnam Team
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MFWire.com
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4/17/2017
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Filings for Fundsters - April 17, 2017
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MFWire.com
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3/31/2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
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MFWire.com
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3/28/2017
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Follow the Fundsters - March 28, 2017
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MFWire.com
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3/24/2017
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Filings for Fundsters - March 24, 2017
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MFWire.com
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3/21/2017
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Cooper Finds a Diamond and Shakes Up a Putnam PM Team
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MFWire.com
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3/20/2017
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Filings for Fundsters - March 20, 2017
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MFWire.com
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3/4/2017
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Putnam Wins a Charitable Victory, On Ice
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MFWire.com
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3/2/2017
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Filings for Fundsters - March 2, 2017
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MFWire.com
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2/7/2017
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Follow the Fundsters - February 7, 2017
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MFWire.com
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12/30/2016
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The Most Popular MFWire Stories of 2016
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12/14/2016
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Mutual Fund Milestones - December 14, 2016
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12/7/2016
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Follow the Fundsters - December 7, 2016
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11/30/2016
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Follow the Fundsters - November 30, 2016
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MFWire.com
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11/29/2016
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Filings for Fundsters - November 29, 2016
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MFWire.com
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11/18/2016
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Filings for Fundsters - November 18, 2016
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MFWire.com
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11/15/2016
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Reynolds' $65MM Putnam Shake Up
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MFWire.com
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10/31/2016
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Filings for Fundsters - October 31, 2016
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MFWire.com
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10/7/2016
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Filings for Fundsters - October 7, 2016
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MFWire.com
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9/16/2016
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Filings for Fundsters - September 16, 2016
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MFWire.com
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9/14/2016
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Find Yourself Watching the Patriots, With a Little Help From Putnam
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MFWire.com
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8/25/2016
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An Ex-Wirehouse Chief Joins Putnam's Board
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MFWire.com
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8/24/2016
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Here Are the Nine Fund Firms On LPL's New NTF Platform
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MFWire.com
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8/23/2016
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Meet the Next Generation of the Power Behind Putnam
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MFWire.com
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8/19/2016
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Preview of LPL Focus 2016
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MFWire.com
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8/19/2016
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Filings For Fundsters - August 19, 2016
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MFWire.com
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8/18/2016
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Filings For Fundsters - August 18, 2016
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MFWire.com
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8/16/2016
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Filings For Fundsters - August 16, 2016
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MFWire.com
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8/15/2016
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Filings For Fundsters - August 15, 2016
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MFWire.com
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6/17/2016
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Three Fund Firms Brought In More than $2B Each In May
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MFWire.com
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5/24/2016
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The Next Leg In Putnam's FA Support Program
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MFWire.com
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5/16/2016
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Seven Months and Counting: Vanguard Is Still On Top
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MFWire.com
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5/6/2016
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Putnam Voyager's 47-Year Journey Ends
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MFWire.com
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4/27/2016
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A Dozen Fund Firms Win in Gotham
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MFWire.com
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4/14/2016
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DoubleLine, AB, and BlackRock Killed It In March
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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3/18/2016
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DoubleLine and AB Crush It
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1/20/2016
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Reynolds Makes Putnam's Latest FA-Support Maneuver
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1/12/2016
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Putnam Is Moving In Two Years
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MFWire.com
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11/23/2015
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Demand For Our Research, From the Platforms, Is Higher Than It's Ever Been
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MFWire.com
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10/1/2015
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Reynolds Sports Another Key Partnership
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MFWire.com
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9/17/2015
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Bob Reynolds Favors This Presidential Candidate
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MFWire.com
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9/14/2015
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Reynolds Snaps Up Another Top Fido Vet, This Time In Tech
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MFWire.com
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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8/10/2015
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Gatch and Reynolds Will Stand By Active Through the Tough Times
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6/2/2015
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Reynolds Re-Ups His Japanese Alliance
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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3/27/2015
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And the Winners Are ... Empower, Vanguard, and Many More
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3/26/2015
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"The Most Dominant Fund Company In History"
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MFWire.com
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2/24/2015
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Keep an Eye On Putnam and Three Others
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10/30/2014
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Reynolds and Murphy Power On a New Brand
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401kWire.com
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10/30/2014
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Putnam Retirement No More
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10/22/2014
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OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
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MFWire.com
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7/25/2014
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Connolly Builds His Putnam Wrecking Crew
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MFWire.com
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5/28/2014
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Bob Reynolds Takes on Ned and Abby at Their Own Game
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5/23/2014
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ICI GMM: Distribution Honchos Discuss Winning Strategies and Challenges
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4/28/2014
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Four More Bang Stadion's Anti-Risk Drum
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4/25/2014
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New Brinker Funds Get Nods from Custodial Platforms
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4/4/2014
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After J.P. Morgan, What Other Deals Could 2014 Bring?
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4/4/2014
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Regarding Dimon and Reynolds' Big Play
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4/3/2014
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Dimon Prepares to Sell Off Part of JPAM
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2/6/2014
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With One Finger Swipe You Can Lose a Client
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1/13/2014
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Putnam's Ewing Talks with Barron's
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1/7/2014
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From Fighters to Bond Funds: Bloomberg Profiles Putnam's Kohli
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12/31/2013
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WSJ Dubs PowerShares a Boring Investor
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12/30/2013
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These Were MFWire's 13 Most Popular Stories of 2013
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12/27/2013
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A Putnam Scion Raises $1.4MM for his Big Data Firm
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11/21/2013
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Putnam Goes Ligety Split
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11/1/2013
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Putnam and State Street Will Take on Pay Inequality
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MFWire.com
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10/22/2013
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Putnam Garners Best of Fund Family Kudos
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MFWire.com
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10/15/2013
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Advisors Like LinkedIn, Says Putnam
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MFWire.com
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10/11/2013
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Reynolds Declares Neutrality in Boston Mayoral Race
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MFWire.com
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10/10/2013
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Does the Fund Industry Need More Owners Like the Late Paul Desmarais?
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MFWire.com
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9/23/2013
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Seen and Heard at the 2013 NICSA GMM
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MFWire.com
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8/21/2013
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OpFunds, Putnam Win Industry Awards
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MFWire.com
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8/19/2013
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Pub Ponders Putnam's Elusive Profits
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MFWire.com
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8/6/2013
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Don Yacktman Passes the Torch to His Son
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MFWire.com
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