Putnam Investments Congratulates Brendan Steele on Second Straight Safeway Open PGA Golf Tournament Win

BOSTON, October 9, 2017 – Putnam Investments today congratulated the firm’s Performance in Motion marketing partner, Brendan Steele, on winning the Safeway Open, the first event of the 2017–18 Professional Golfers’ Association (PGA) Tour. In winning the event for the second consecutive year, Steele becomes the only golfer to win the prestigious tournament twice.

Steele won the Safeway Open with a dramatic final-round performance, closing with a three under par score of 69, and ultimately finishing ahead of the field by two shots with a final score of 273.

“Performance under pressure is what separates winners from everyone else, and Brendan clearly demonstrates that quality, coming from behind for the second year in a row to win the Safeway Open,” said Putnam Investments President and Chief Executive Officer Robert L. Reynolds. “We congratulate Brendan for his impressive skill, grace and resilience — characteristics that our company deeply values in its own work in serving the marketplace each and every day.”

Steele, 34, who joined Putnam’s Performance in Motion affinity sports marketing program in 2015, marked his third PGA Tour win, following last year’s Safeway Open win and a victory in his rookie season at the 2011 Valero Texas Open. He also won the 2011 Franklin Templeton Shootout, a team event in which he partnered with Keegan Bradley, also a Putnam Performance in Motion partner.

About Putnam Performance in Motion

As part of its Performance in Motion affinity marketing program, Putnam has a sports marketing campaign featuring Professional Golfers’ Association (PGA) Tour golfers Brendan Steele, Keegan Bradley and Jon Curran. Steele and Curran became Performance in Motion partners in 2015, joining Bradley, who has been working with the firm since 2011.

The three PGA professionals participate in Putnam’s advertising, social media efforts and overall support of brand development opportunities globally. In addition, the golfers wear Putnam-branded competitive clothing and participate in year-round events and activities attended by Putnam clients. Putnam’s sponsorship helps support Steele, Bradley and Curran as they compete at the sport’s highest levels, including the PGA Tour.

Putnam Investments’ Performance in Motion marketing program draws upon sports that appeal to its advisor, institutional and investor audiences. As part of this effort, the firm works closely with teams and athletes who best personify the ideals that are most important to Putnam. Putnam’s other Performance in Motion marketing partners include Olympic gold medal-winning skier Ted Ligety, the U.S. Ski Team and U.S. Snowboarding, the Boston Celtics, the New England Revolution soccer team and the five-time Super Bowl-winning New England Patriots. For more information, visit www.putnam.com/performanceinmotion.

About Putnam Investments

Founded in 1937, Putnam Investments is a global money management firm with 80 years of investment experience. At the end of September 2017, Putnam had $168 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. For more information, visit putnam.com.


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Putnam Investments’ Fundvisualizer Named Best Mobile Application at the Mutual Fund Service and Technology Awards

BOSTON, October 4, 2017 — Putnam Investments’ mobile version of its FundVisualizer® analysis tool was honored as Best Mobile Application at the Mutual Fund Service and Technology Awards ceremony held last night in New York City. The industry awards event recognizes individuals and organizations that have demonstrated excellence, achievements and contributions to the mutual fund marketplace during the past year.

Putnam’s FundVisualizer enables advisors, brokers and other financial intermediaries to evaluate and compare more than 30,000 mutual funds, exchange-traded funds and indexes using more than 80 performance and risk metrics. FundVisualizer’s easy-to-use, intuitive interface allows advisors to create and model portfolios using Putnam or non-Putnam product solutions, compare correlations to detect unforeseen concentration risk, identify new investment opportunities for their clients and generate customized, visually compelling reports.

“We are honored that FundVisualizer has been named Best Mobile Application as it exemplifies Putnam’s commitment to innovation and ongoing support of financial advisors as they help guide their clients toward their financial goals,” said Mark McKenna, Head of Global Marketing, Putnam Investments.

McKenna noted that the functionality of FundVisualizer, originally created as a desktop and tablet program, was subsequently expanded to mobile devices. “We are continually seeking to enhance how advisors work with clients and meet their evolving expectations in today’s digital age.”

This year’s Mutual Fund Service and Technology award continues a series of honors and other recognitions for FundVisualizer. Earlier this year, the FundVisualizer mobile app, which is available to advisors free of charge, received a 2017 Appy Award in the business category.

FundVisualizer is one element of a broader digital commitment by Putnam to the financial advisor community. In addition to offering informative content marketing, robust online practice management tools, customer service and advisor support, Putnam provides best practice seminars on the use of LinkedIn and other social platforms; a series of online resources and tools; one-on-one training and continuing discussions on technical issues; and video vignettes on Putnam’s Advisor Tech Tips blog.

Last year, Putnam was ranked the #1 digital engagement leader for advisors by DST kasina, a provider of data-driven insights and distribution solutions to financial companies around the world. Earlier in 2016, the Mutual Fund Industry Awards presented Putnam with its first-ever Social Media Leader of the Year Award. In 2015, Putnam ranked first in DST kasina’s evaluation of the industry’s leading advisor websites.

About Putnam Investments

Founded in 1937, Putnam Investments is a global money management firm with 80 years of investment experience. At the end of August 2017, Putnam had $166 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. For more information, visit putnam.com.


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