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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
Abby and Bob Party With Sir Paul
Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week...
MutualFundWire.com - Friday, October 12, 2018
As First Trust Takes the Lead, Bridge Builder Slows
M* updates ETF and long-term, open-end mutual fund flows data for September 2018...
MutualFundWire.com - Thursday, October 11, 2018
MassMutual Finds an OpFunds Buyer, But ...
The deal isn't done just yet. Rumor has it that price is still a sticking point...
MutualFundWire.com - Friday, September 21, 2018 Views
Kevin Clifford Passes the Reins
The Capital Group distro bigwig is about to retire. He's been with the company longer than any other management committee member...
MutualFundWire.com - Tuesday, September 18, 2018
Putnam's Big Move Is Almost Here
Reynolds is moving the fund firm's Beantown HQ. Meanwhile, the firm will maintain a key office in Andover...
MutualFundWire.com - Thursday, September 06, 2018
Are Asset Managers No Longer the Poor Relations?
An international paper ponders the rise of asset management execs within broader financial services firms...
MutualFundWire.com - Tuesday, September 04, 2018
Where Is John Hailer Now?
The former Natixis chief for the Americas and Asia takes a new board spot...
MutualFundWire.com - Thursday, July 05, 2018 Views
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 04, 2018 Views
Meta Roboadvice Wins Over Another Robust Giant
Yet again, a publicly traded financial services shop is investing in a roboadvisor that works through advisors (instead of trying to replace them)...
MutualFundWire.com - Friday, June 01, 2018
With a $10B War Chest, a Multinational Targets U.S. Asset Managers
A publicly traded, family-controlled giant could be doing a lot of dealmaking over the next five years, especially here in the United States...
MutualFundWire.com - Wednesday, May 16, 2018 Views - Reader Rating: 5
A Canadian Multinational Keeps Hunting For U.S. Asset Managers
Yet the publicly traded firm's chief insists that he's in no rush...
MutualFundWire.com - Wednesday, May 09, 2018 Views
Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com - Monday, April 30, 2018 Views
How Do Fundsters Support FA's Social Media Savvy?
Putnam continues to track the rising importance of social media networks to financial advisors...
MutualFundWire.com - Tuesday, April 03, 2018
Gamco Sues One of Its Own Distro Execs
A fight over mutual fund distribution commissions spills over into federal court...
MutualFundWire.com - Thursday, March 15, 2018 Views
A Japanese Giant Banks on Buying a Slice of Another Big Asset Manager
For the second time in less than four months, this Japanese insurer is poised to buy a sizable minority stake in a multinational asset manager with a big U.S. presence and 12 figures of AUM...
MutualFundWire.com - Wednesday, March 14, 2018 Views
Week In Preview, March 5-11
In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement...
MutualFundWire.com - Monday, March 05, 2018 Views
Week In Preview, February 26 - March 4
The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 26, 2018 Views
Reynolds Reorgs and Rebrands His Original Putnam Flagships
The Beantown fund firm's chief continues to shake up its lineup, this time with fund mergers and name changes...
MutualFundWire.com - Thursday, February 01, 2018 Views
First Trust and Bridge Builder Lead the Monthly Pack, Again
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com - Monday, January 29, 2018 Views
SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com - Thursday, January 25, 2018 Views
Putnam Transforms a $4.75B Pair of Funds
The move is a part of "a major strategic initiative" by Bob Reynolds and his team at the Beantown mutual fund shop...
MutualFundWire.com - Wednesday, January 17, 2018 Views
2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com - Friday, December 29, 2017 Views
An Irish Charity Gathers Fundsters to Honor a Star PM
A famed retired fundster was the headline honoree at a Beantown party last week...
MutualFundWire.com - Tuesday, November 21, 2017 Views
Franklin's New Global Distro Chief Hunts for a Key Hire
A top executive at the publicly traded mutual fund shop plans to retire next year...
MutualFundWire.com - Tuesday, November 07, 2017 Views
Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam...
MutualFundWire.com - Monday, October 30, 2017 Views
Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Thursday, October 12, 2017 Views
Filings For Fundsters 10-6-2017
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MutualFundWire.com - Friday, October 06, 2017 Views
Follow the Fundsters - September 18, 2017
Hires, fires and the like!..
MutualFundWire.com - Monday, September 18, 2017 Views
Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com - Monday, September 18, 2017 Views
American Century Preps a Pair of Acquisitions
Jonathan Thomas tells a trade pub that the Midwestern asset manager is about to seal a debt deal to finance purchasing a quantitative equity shop and a fixed income shop...
MutualFundWire.com - Tuesday, August 22, 2017 Views
Filings for Fundsters - August 4, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 04, 2017 Views
Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com - Monday, July 24, 2017 Views
Follow the Fundsters - July 18, 2017
The latest hires, fires, and more!..
MutualFundWire.com - Tuesday, July 18, 2017 Views
20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com - Thursday, July 13, 2017 Views
As a PM Retires, a Familiar Small Cap Subadvisor Steps Up
The old subadvisor's president is retiring 17 years after founding his firm and 10 years after launching his only fund. ..
MutualFundWire.com - Friday, July 07, 2017 Views
WisdomTree and UBS Execs Will Lead This Trade Group
Bonnie Stanfield passes the reins as president of a not-for-profit organization for women in the industry...
MutualFundWire.com - Wednesday, June 28, 2017 Views
Filings for Fundsters - June 7, 2017
A compilation of the latest SEC filings...
MutualFundWire.com - Wednesday, June 07, 2017 Views
The New Fund Fuss - May 25, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, May 25, 2017 Views
What Will We See From Putnam in Q3?
The Beantown fund firm teams up with a nearby ally and preps a liquid alts trio.....
MutualFundWire.com - Wednesday, May 24, 2017 Views - Reader Rating: 4
Filings for Fundsters - May 19, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, May 19, 2017 Views
Filings for Fundsters - May 12, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, May 12, 2017 Views
Follow the Fundsters - May 9, 2017
Hires, fires, and the like!..
MutualFundWire.com - Friday, May 05, 2017 Views
An ESG Guru Builds a Putnam Team
Equity CIO Aaron Cooper makes a second big team change in as many months...
MutualFundWire.com - Wednesday, May 03, 2017 Views
Filings for Fundsters - April 17, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, April 17, 2017 Views
Fundsters Face Self-Dealing Charges
A duo of asset managers will have to defend themselves in court...
MutualFundWire.com - Tuesday, April 11, 2017 Views
Filings for Fundsters - April 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, April 03, 2017 Views
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 Views
Follow the Fundsters - March 28, 2017
Hires, fires, and the like! ..
MutualFundWire.com - Tuesday, March 28, 2017 Views
Filings for Fundsters - March 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, March 24, 2017 Views
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 Views
Filings for Fundsters - March 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, March 20, 2017 Views
Putnam Wins a Charitable Victory, On Ice
Five Beantown asset managers recently competed in a hockey tournament...
MutualFundWire.com - Saturday, March 04, 2017 Views
Filings for Fundsters - March 2, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, March 02, 2017 Views
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 Views
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 Views
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 Views
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 Views
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 Views
Mutual Fund Milestones - December 14, 2016
A round-up of the mutual fund industry's latest accomplishments! ..
MutualFundWire.com - Wednesday, December 14, 2016 Views
Filings for Fundsters - December 13, 2016
A compilation for the latest SEC filings!..
MutualFundWire.com - Tuesday, December 13, 2016 Views
Follow the Fundsters - December 7, 2016
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, December 07, 2016 Views
Follow the Fundsters - November 30, 2016
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, November 30, 2016 Views
Filings for Fundsters - November 29, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Tuesday, November 29, 2016 Views
Filings for Fundsters - November 18, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, November 18, 2016 Views
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 Views
Filings for Fundsters - September 16, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, September 16, 2016 Views
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 Views
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 Views
Filings For Fundsters - August 18, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Thursday, August 18, 2016 Views
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 Views
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 Views
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 Views
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
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