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

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q2Q1
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:
Add to My Yahoo!
follow us in feedly

  1. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
  2. FinReg Outlook 2021, March 10
  3. Irish Funds North American Digital Seminar, March 11
  4. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
  5. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
  6. Women for Impact - A Call to Action, March 16
  7. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
  8. Expect Miracles Foundation's Virtual Mystery Game Night, March 24
  9. MFDF Director Discussion Series - Open Forum via Zoom, March 24
  10. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
  11. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
  12. MFDF Director Discussion Series - Open Forum via Zoom, April 7
  13. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  14. ETF.com Awards 2020, April 20
  15. The 31st Sub-Advised Funds Forum, Apr 20-21
  16. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  17. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  18. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  19. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  20. ICI 2021 General Membership Meeting - Day 1, May 6
  21. ICI 2021 General Membership Meeting - Day 2, May 13
  22. 2021 FINRA Annual Conference, May 18-20
  23. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  24. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  26. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use