Putnam Investments Overview
Putnam Investments is one of the most experienced asset management firms in the US, having plied its trade for six decades now. Putnam Investments deals in the management of financial commodities like mutual funds. It is based in Boston, Massachusetts.
Putnam Investments Client Groups
Putnam Investments serves a wide and diverse group of business professionals. The following types of business professionals form the core client group of Putnam Investments:
Individual Investors
Institutional Investors
Retirement Plan Investors
DC Plan Sponsors
Financial Advisors
Putnam Investments Investment Choices
Putnam Investments provides its prospective clients with a number of investment opportunities. The various investment options offered by Putnam Investments can be enumerated as below:
- Mutual Funds
- Variable Annuity Programs
- College Savings Plans
- Managed Accounts
- Retirement Savings Plans
Putnam Investments Mutual Funds
Putnam Investments offers its clients with a number of mutual funds. The various mutual funds offered by Putnam Investments can be enumerated as below:
- Growth Funds
- Income Funds
- Blend Funds
- Asset Allocation Funds
- Value Funds
Putnam Investments College Savings Plans
Putnam Investments offers college savings plans for the benefit of individual investors. Following are the college savings plans offered by Putnam Investments:
- UGMA/UTMA
- Coverdell Education Savings Account
Putnam Investments Retirement Savings Plans
Putnam Investments provides a number of retirement savings plans that have been designed keeping in mind the various requirements of the diverse client groups of Putnam Investments. Following are the various retirement plans offered by Putnam Investments:
- Plans for when you leave the job
- Plans for individuals
- Employer-sponsored plans
- Plans for small businesses
Putnam Investments Variable Annuity Programs
Putnam Investments provides a number of variable annuity programs for the benefit of their customers and they are the following:
- Allstate variable annuities
- The Hartford variable annuities
Putnam Investments Managed Accounts
Following are the main benefits of the managed accounts provided by Putnam Investments:
- Advice and guidance from the investment advisor
- Direct ownership of securities in the account
- Tax management for addressing specific tax needs
- Flexibility for restricting the purchase of specific securities
Putnam Investments offers its customers the following managed accounts:
- Global Core Equity Managed Account Portfolio
- Large Cap Value Equity Managed Account Portfolio
- Global Equity Multi-Style Managed Account Portfolio
- Small Cap Value Equity Managed Account Portfolio
- International Core Equity Managed Account Portfolio