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MFWire: Putnam Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Putnam Investments
One Post Office Square
Boston, MA  02110
Google Maps

Contact
Main Phone: 617-292-1000
Web Site: http://www.putnaminv.com

Mutual Fund Brand(s)
Putnam Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    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.
    Sponsored Opportunities



    Key People:
    Bob Reynolds
    CEO and President, Putnam Investments
    Bill Connolly
    Global Head of Distribution, Putnam Investments
    Michael Woodall
    Chief of Operations, Putnam Investment
    Aaron Cooper
    Chief Investment Officer - Equity, Putnam Investments
    Bill Kohli
    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 Registered Investment Advisor Business, Putnam Retail Management, Putnam Investments
    Clare Richer
    Chief Financial Officer, Putnam Investments
    Frank McNamara
    General Counsel, Putnam Investments
    Benjamin Filmore
    Regional Investment Consultant, Putnam Investments
    Donald Gentile
    Regional Investment Consultant, Putnam Investments
    Story Archive for Putnam Investments
    Published On Story Headline Publication
    9/18/2017 Bob Reynolds Renews His Retirement Policy Pitch, In Print 401kWire.com
    8/4/2017 Filings for Fundsters - August 4, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/18/2017 Follow the Fundsters - July 18, 2017 MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    6/28/2017 WisdomTree and UBS Execs Will Lead This Trade Group MFWire.com
    5/25/2017 The New Fund Fuss - May 25, 2017 MFWire.com
    5/24/2017 What Will We See From Putnam in Q3? MFWire.com
    5/19/2017 Filings for Fundsters - May 19, 2017 MFWire.com
    5/12/2017 Filings for Fundsters - May 12, 2017 MFWire.com
    5/5/2017 Follow the Fundsters - May 9, 2017 MFWire.com
    5/3/2017 An ESG Guru Builds a Putnam Team MFWire.com
    4/17/2017 Filings for Fundsters - April 17, 2017 MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/28/2017 Follow the Fundsters - March 28, 2017 MFWire.com
    3/24/2017 Filings for Fundsters - March 24, 2017 MFWire.com
    3/21/2017 Cooper Finds a Diamond and Shakes Up a Putnam PM Team MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    3/4/2017 Putnam Wins a Charitable Victory, On Ice MFWire.com
    3/2/2017 Filings for Fundsters - March 2, 2017 MFWire.com
    2/7/2017 Follow the Fundsters - February 7, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/14/2016 Mutual Fund Milestones - December 14, 2016 MFWire.com
    12/7/2016 Follow the Fundsters - December 7, 2016 MFWire.com
    11/30/2016 Follow the Fundsters - November 30, 2016 MFWire.com
    11/29/2016 Filings for Fundsters - November 29, 2016 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    11/15/2016 Reynolds' $65MM Putnam Shake Up MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    10/7/2016 Filings for Fundsters - October 7, 2016 MFWire.com
    9/16/2016 Filings for Fundsters - September 16, 2016 MFWire.com
    9/14/2016 Find Yourself Watching the Patriots, With a Little Help From Putnam MFWire.com
    8/25/2016 An Ex-Wirehouse Chief Joins Putnam's Board MFWire.com
    8/24/2016 Here Are the Nine Fund Firms On LPL's New NTF Platform MFWire.com
    8/23/2016 Meet the Next Generation of the Power Behind Putnam MFWire.com
    8/19/2016 Preview of LPL Focus 2016 MFWire.com
    8/19/2016 Filings For Fundsters - August 19, 2016 MFWire.com
    8/18/2016 Filings For Fundsters - August 18, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    6/17/2016 Three Fund Firms Brought In More than $2B Each In May MFWire.com
    5/24/2016 The Next Leg In Putnam's FA Support Program MFWire.com
    5/16/2016 Seven Months and Counting: Vanguard Is Still On Top MFWire.com
    5/6/2016 Putnam Voyager's 47-Year Journey Ends MFWire.com
    4/27/2016 A Dozen Fund Firms Win in Gotham MFWire.com
    4/14/2016 DoubleLine, AB, and BlackRock Killed It In March MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/18/2016 DoubleLine and AB Crush It MFWire.com
    1/20/2016 Reynolds Makes Putnam's Latest FA-Support Maneuver MFWire.com
    1/12/2016 Putnam Is Moving In Two Years MFWire.com
    11/23/2015 Demand For Our Research, From the Platforms, Is Higher Than It's Ever Been MFWire.com
    10/1/2015 Reynolds Sports Another Key Partnership MFWire.com
    9/17/2015 Bob Reynolds Favors This Presidential Candidate MFWire.com
    9/14/2015 Reynolds Snaps Up Another Top Fido Vet, This Time In Tech MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    8/10/2015 Gatch and Reynolds Will Stand By Active Through the Tough Times MFWire.com
    6/2/2015 Reynolds Re-Ups His Japanese Alliance MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    3/26/2015 "The Most Dominant Fund Company In History" MFWire.com
    2/24/2015 Keep an Eye On Putnam and Three Others MFWire.com
    10/30/2014 Reynolds and Murphy Power On a New Brand 401kWire.com
    10/30/2014 Putnam Retirement No More MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    7/25/2014 Connolly Builds His Putnam Wrecking Crew MFWire.com
    5/28/2014 Bob Reynolds Takes on Ned and Abby at Their Own Game MFWire.com
    5/23/2014 ICI GMM: Distribution Honchos Discuss Winning Strategies and Challenges MFWire.com
    4/28/2014 Four More Bang Stadion's Anti-Risk Drum MFWire.com
    4/25/2014 New Brinker Funds Get Nods from Custodial Platforms MFWire.com
    4/4/2014 After J.P. Morgan, What Other Deals Could 2014 Bring? MFWire.com
    4/4/2014 Regarding Dimon and Reynolds' Big Play MFWire.com
    4/3/2014 Dimon Prepares to Sell Off Part of JPAM MFWire.com
    2/6/2014 With One Finger Swipe You Can Lose a Client MFWire.com
    1/13/2014 Putnam's Ewing Talks with Barron's MFWire.com
    1/7/2014 From Fighters to Bond Funds: Bloomberg Profiles Putnam's Kohli MFWire.com
    12/31/2013 WSJ Dubs PowerShares a Boring Investor MFWire.com
    12/30/2013 These Were MFWire's 13 Most Popular Stories of 2013 MFWire.com
    12/27/2013 A Putnam Scion Raises $1.4MM for his Big Data Firm MFWire.com
    11/21/2013 Putnam Goes Ligety Split MFWire.com
    11/1/2013 Putnam and State Street Will Take on Pay Inequality MFWire.com
    10/22/2013 Putnam Garners Best of Fund Family Kudos MFWire.com
    10/15/2013 Advisors Like LinkedIn, Says Putnam MFWire.com
    10/11/2013 Reynolds Declares Neutrality in Boston Mayoral Race MFWire.com
    10/10/2013 Does the Fund Industry Need More Owners Like the Late Paul Desmarais? MFWire.com
    9/23/2013 Seen and Heard at the 2013 NICSA GMM MFWire.com
    8/21/2013 OpFunds, Putnam Win Industry Awards MFWire.com
    8/19/2013 Pub Ponders Putnam's Elusive Profits MFWire.com
    8/6/2013 Don Yacktman Passes the Torch to His Son MFWire.com
    8/2/2013 Putnam's Reynolds: Retirement Mandates Now, Please MFWire.com
    7/22/2013 Boston Teens Protest in Front of Putnam MFWire.com
    6/10/2013 12 Putnam Funds Drop a Fee MFWire.com
    6/5/2013 Bob Reynolds Hams It Up MFWire.com
    5/6/2013 The SEC Amends 2003 Settlement With Putnam MFWire.com
    4/23/2013 Which Firms Are Best at Social Media? MFWire.com
    3/18/2013 Reynolds Rolls With The New MFWire.com
    3/6/2013 The Richest Fundsters in the Game MFWire.com
    2/15/2013 Stork and Reaper for the Week of February 11, 2013 MFWire.com
    2/11/2013 Putnam, Pimco and Hartford Top a 2012 List MFWire.com
    2/6/2013 Reynolds Trumpets Putnam's New Ways of Thinking MFWire.com
    2/1/2013 Bob Reynolds Shakes Up His Asset Allocation Team MFWire.com
    12/31/2012 American Funds, Fairholme and Fido Surprise M* MFWire.com
    12/24/2012 Bob Reynolds Talks Fiscal Cliff MFWire.com
    12/17/2012 Reynolds Bolsters Another Side of Putnam's Retirement Business MFWire.com
    12/10/2012 Seven Mutual Fund Shops Win Service Awards MFWire.com
    11/16/2012 Bob Reynolds Calls for the Greatest Stimulus MFWire.com
    10/30/2012 Fido and Putnam Still Serving Clients Despite Sandy MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/18/2012 Galvin Finds a $3B Skeleton in Putnam's Closet MFWire.com
    9/27/2012 Fido and Pimco Top M* Analyst Ratings MFWire.com
    9/24/2012 Putnam Blogs for Advisors MFWire.com
    9/24/2012 Are Fundsters Cherry Picking Bond Bogeys? MFWire.com
    9/5/2012 Asset Allocation Doesn't Matter? MFWire.com
    8/14/2012 BlackRock Poaches a Putnam PM MFWire.com
    8/2/2012 Putnam's Outflows Shrink MFWire.com
    7/9/2012 TDFs Are More Complicated Than You'd Think MFWire.com
    7/2/2012 American Funds Adds Former Putnam VP 401kWire.com
    6/11/2012 Reynolds Warns of a Second Recession MFWire.com
    6/6/2012 Reynolds Makes a Long Bet on China for Putnam MFWire.com
    6/4/2012 Putnam's CEO Stays in the Spotlight MFWire.com
    6/4/2012 Funds That Take the Risk Out MFWire.com
    5/25/2012 MarketWatch Hones in on Reynolds' Call for a Retirement Debate MFWire.com
    5/24/2012 WSJ Picks Up Putnam's Healthcare Take MFWire.com
    5/14/2012 MStar Grades Target Date Funds' Stability MFWire.com
    5/8/2012 Reynolds Expands Putnam's DC I-O Offerings MFWire.com
    4/19/2012 Putnam Explores Active ETFs MFWire.com
    3/13/2012 Reynolds Puts Another Fido Alum in Charge of Product MFWire.com
    3/9/2012 Walt Brings One of Bob's Boys to Schwab MFWire.com
    2/23/2012 And the Leading DWS Bidders Are MFWire.com
    2/23/2012 Teens to Fidelity: We Want Summer Jobs MFWire.com
    2/9/2012 Putnam Sees a Drop in Assets MFWire.com
    2/6/2012 WSJ Wonders if Risk Parity Funds Are "A Better Mousetrap" MFWire.com
    2/1/2012 Putnam Names a Strategic Accounts Chief MFWire.com
    1/30/2012 Reynolds Modernizes Branding for $3.2B of Putnam's Lineup MFWire.com
    1/26/2012 Putnam AR Bet is an Absolute Success MFWire.com
    1/19/2012 Putnam's Phoenix Lands Two New Hires MFWire.com
    1/10/2012 Reynolds: "It's Just Upside Down" MFWire.com
    1/6/2012 Putnam to Start Fourth Layoff MFWire.com
    12/30/2011 Putnam's Meehan is 2011 Boston Capital Manager MFWire.com
    12/16/2011 Fee Chats Are Critical for Dalbar Awards MFWire.com
    12/2/2011 Putnam Arms Itself for a Market Recovery MFWire.com
    11/30/2011 Morningstar Gives Some High-Flying Funds a Jolt MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/11/2011 Fundsters Say Goodbye to Bakey's MFWire.com
    11/10/2011 Putnam's Fixed Income Funds Grow MFWire.com
    11/3/2011 Putnam Releases a Money Market Alternative MFWire.com
    10/31/2011 Abby and Bob Power a New List MFWire.com
    10/24/2011 Putnam is Absolutely Ready with Retirement Income Funds MFWire.com
    10/14/2011 BlackRock, Fidelity and Putnam Dominate Online MFWire.com
    10/7/2011 Seen & Heard at the MFWire 2011 Influencers' Summit MFWire.com
    10/5/2011 Reynolds is a Bull MFWire.com
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