Sustainable Investing | How we engage
- Sustainability research and ESG analysis are core components of our fundamental research and investment process.
- Our team is an integral part of the equity investing organization, not a separate boutique within the firm.
- Our funds are rooted in the recognition that strong sustainability performance often coincides with strong financial performance over the long term.
The field of sustainable investing continues to develop at a rapid pace, and approaches can differ significantly. At Putnam, sustainability research and ESG analysis are core components of our fundamental research process. We view sustainability consideration as an essential investment function. Our team is an integral part of the equity investing organization, not a separate boutique within the firm.
“We believe an intense focus on sustainability has the potential to deliver strong returns to investors while also benefiting communities and the environment.”
All Putnam equity analysts and portfolio managers are colleagues and collaborators with the sustainable investing team. We are all investors. The sustainable investing team’s responsibilities include:
- Managing Putnam Sustainable Leaders Fund and Putnam Sustainable Future Fund
- Participating in investment discussions, company meetings, investment conferences, and visits to companies
- Conducting ongoing thematic and company-specific research, often in collaboration with the broader equity team
- Meeting with early-stage companies (both public and private) that could present future opportunities for all Putnam funds
- Conducting ongoing due diligence on emerging businesses that have direct sustainability impacts, such as renewable energy, materials recycling, and plant-based foods
- Developing proprietary portfolio and sector level tools for ESG data analysis
- Introducing experts in sustainability and ESG research to colleagues across the Putnam organization
Our greatest priority is to extend Putnam’s long-standing strength in fundamental research to produce deeper insights in forward-looking and relevant ESG, sustainability, and impact analysis. We believe an intense focus on material sustainability issues has the potential to deliver strong returns to investors while also benefiting communities and the environment.
Putnam offers two funds that are rooted in the recognition that strong sustainability performance often coincides with strong financial performance over the long term.
Learn more about the funds and how we invest our sustainability principles at putnam.com
318098