Dalbar ranks Putnam Financial Professional Website #1 for sixth consecutive quarter

BOSTON, August 12, 2015Putnam Investments today announced that DALBAR, Inc., a leading financial services market research and consulting firm, has ranked Putnam’s financial professional website #1 among mutual fund companies for six consecutive quarters, including all four quarters of 2014 and the first two quarters of 2015.

In the most recent quarter, Putnam’s site ranked first of 30 fund company websites for financial professionals with a DALBAR designation of “Excellent.”

“The role of financial advice — and specifically the financial advisor — to help guide investors has never been more important than in the current era. Putnam has assembled and continues to enhance leading-edge content, value-add comparison tools and responsive design capabilities in its web offering for the financial advisor community,” said Putnam President and Chief Executive Officer Robert L. Reynolds. “We are pleased that DALBAR has recognized our firm’s commitment to setting the standard in this area within the mutual fund industry.”

DALBAR pointed to the strength of Putnam’s mobile-optimized experience for advisors, as well as a number of other web elements related to useful investment and product content, practice management tools and client resources. In recent years, Putnam has received accolades for its web-based Advisor Tech Tips tool, which enables advisors to keep apprised of technology developments that potentially can benefit their clients and their business-building efforts, and Fund Visualizer, a multi-faceted vehicle to allow the comparison of over 11,000 mutual funds and ETFs by advisors.

DALBAR evaluates fund company websites each quarter using its proprietary Mutual Fund WebMonitor program criteria. The fund company websites, which are used by financial advisors, brokers and other professionals to serve their clients and manage and build their business, are scored on a 100-point scale using criteria divided into five categories: Functionality, Usability, Content Currency, Consistency and Behavior Centric.

Putnam has regularly been recognized by DALBAR for the quality of the services it offers investors and financial professionals. In December 2014, Putnam was honored by DALBAR for mutual fund service quality for the 25th consecutive year, including recognition as DALBAR Mutual Fund Service Award winner for 23 years, reflecting superior service that is among the best in the industry. The firm has also been the sole recipient of DALBAR’s Total Client Experience award for the last four years.

About DALBAR

DALBAR, Inc., the nation’s leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. Measurements include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings.

Putnam Investments and Nissay asset management to extend alliance through 2020

BOSTON, June 1, 2015Putnam Investments today announced that it will continue its strategic alliance through 2020 with Nissay Asset Management (NAM), the asset management arm of Nippon Life Insurance Company, the largest life insurance company in Japan.

The agreement between Putnam and NAM, originally established in 1998 and last renewed in 2010, focuses on managing and providing investment products and services to Japanese institutional and retail investors. Putnam continues to hold a 10% ownership stake in NAM, with the remaining 90% owned by Nippon Life.

As part of the extended agreement, Putnam will continue to serve as a sub-adviser for retail funds distributed by NAM and will also continue to act as an investment adviser for pension fund clients of NAM. Putnam offers a wide range of international equity and fixed income investment capabilities to NAM and its clients, with NAM overseeing the selection of Japanese securities.

“We are proud to be working with Nissay Asset Management in addressing the needs of the retail and institutional investment marketplace in Japan,” said Putnam President and Chief Executive Officer Robert L. Reynolds. “Putnam is excited to extend this successful partnership and continue serving one of the world’s most important investment centers.”

Putnam manages approximately $5 billion in assets in Japan, including over $3 billion through its partnership with NAM. The firm has an office in Tokyo, which provides clients with product management and development and client service. Putnam first established its Tokyo office in 1983, making it one of the earliest U.S. entrants into that market.

“The partnership between our two organizations for nearly twenty years has provided the Japanese investor with professionally managed, diversified products designed to help meet well-defined investment objectives,” noted Bill Connolly, Co-Head of Global Distribution for Putnam. “Our combined resources have effectively delivered a robust blend of investment solutions, coupled with firm commitment to outstanding client service.”

Nippon Life, the majority owner of NAM, has broad access to pension fund clients and retail distribution capabilities across Japan. Under the terms of the agreement renewal, NAM will continue to be jointly owned by Nippon Life and Putnam. Both firms have affirmed their strong commitment to growing their Japan asset management business together in both the institutional and retail areas.

Putnam Investments named distribution team of the year

BOSTON, April 24, 2015 — Putnam Investments has been named Money Management Institute’s Advisory Solutions Manager Distribution Team of the Year for its effective distribution strategy and execution, successfully linking marketing and sales, and achieving significant and relative growth in net sales. The award was announced at Money Management Institute’s Gateway to Leadership Industry Recognition event in Charlotte, North Carolina.

“Our firm takes great pride in serving as a solutions-oriented, relationship-driven partner that is continually focused on helping our clients and investors achieve success,” said Robert L. Reynolds, President and CEO of Putnam Investments. “Under the leadership of Bill Connolly, Putnam has raised the bar on what the financial advisor marketplace can expect from an investment provider, bringing a strong mix of client knowledge, investment product insight, access to practice management tools and the highest commitment to relationship management.” Reynolds noted that the marketplace has responded very positively to the firm’s approach.

In discussing the award, Bill Connolly, Co-Head of Global Distribution at Putnam Investments, indicated that the firm is constantly evaluating and investing in resources to best serve wirehouses, regional and independent broker-dealers, RIAs and financial planners. “My colleagues and I are extremely grateful for this recognition and continue to be fully dedicated to providing our clients with the products, services and capabilities they need to address the long-term needs and goals of investors.”

Since 1997, the Money Management Institute has been the leading voice for financial services organizations that provide advice and professionally managed investment solutions to investors. Its annual Industry Leadership Awards, now in their seventh year, recognize innovation and achievement in the advisory solutions industry.

Nominations for the 2015 Industry Leadership Awards were submitted by MMI members, and the finalists were selected by a special committee representing all segments of the MMI membership. The winners in each category were determined by a vote of MMI member firms.

Putnam won “Advisory Solutions Manager Distribution Team of the Year” — presented to the investment manager that exhibited the most effective distribution strategy and execution, successfully linking marketing and sales and achieving significant absolute and relative growth in net sales

About the Money Management Institute (MMI): Since 1997 MMI has been the leading voice for the global financial services organizations that provide advice and professionally managed solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting and professional networking, MMI supports and advances the growth of advisory solutions. MMI members’ advice-driven investment solutions serve an evolving worldwide financial landscape and their organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. For more information, visit www.MMInst.org.

Putnam Investments announces expanded marketing roster of PGA Tour professionals

BOSTON, April 2, 2015 — As the 2015 Masters kicks off professional golf’s championship season next week, Putnam Investments today officially announced the next phase of its sports marketing campaign, featuring Professional Golf Association (PGA) Tour golfers Keegan Bradley, Jon Curran and Brendan Steele. Curran and Steele, new members of Putnam’s Performance in Motion affinity marketing program, will join Bradley, who has been working with the firm since 2011.

“Keegan, Jon and Brendan are a triumvirate of extremely talented young golfers who have committed themselves to attaining excellence in their chosen field of play and are constantly striving for peak performance against the best in the world each and every day,” said Putnam Investments President and Chief Executive Officer Robert L. Reynolds. “The Putnam team is proud to partner with these fine professionals and wish them tremendous success throughout the 2015 PGA season.”

Putnam will be introducing several new digital advertisements during the Masters that feature Bradley, Curran and Steele playing on some of the nation’s greatest golf venues, noted Mark McKenna, Head of Global Marketing at Putnam Investments. The campaign is part of Putnam’s broader Performance in Motion sports marketing strategy, focused on partnering with athletes and teams whose characteristics and values closely align with those of the firm.

The new Putnam golf advertisements can be viewed on the firm’s Performance in Motion web site at https://www.putnam.com/performanceinmotion.

Partnering with PGA Tour Golfers Keegan Bradley, Jon Curran and Brendan Steele

The three PGA professionals will participate in Putnam’s advertising, social media efforts and overall support of brand development opportunities globally. In addition, the golfers will wear Putnam-branded competitive clothing and also participate in year-round events and activities attended by Putnam clients.

Putnam’s sponsorship helps support Bradley, Steele and Curran as they prepare for competition at the sport’s highest levels, including the PGA Tour.

Keegan Bradley — Five-time tournament winner, including 2011 PGA Championship victor
A native of Hopkinton, Massachusetts and alumnus of St. John’s University, the 28-year-old Bradley rocketed to fame with his sudden-death win in the 2011 Byron Nelson Championship, followed later that season by his dramatic, come-from-behind triumph at the Professional bGolfers’ Association Championship, one of the four major championships in men’s professional golf. His victory made Bradley one of only three professionals in golf history to win a championship in his first-ever appearance in a PGA major.

Jon Curran — Currently ranked 76th by Fed Ex in his PGA Tour rookie season
Curran, 28, was Keegan Bradley’s high school teammate in Hopkinton, Massachusetts. In between high school and the PGA, Curran starred in golf at Vanderbilt University, turning professional after college. The leading money winner on the National Golf Association (NGA) Pro Golf Tour in 2013, Curran is now regularly active on the PGA Tour.

Brendan Steele — Top 100 world ranking; currently 28th in Fed Ex standings
Steele, 32, whose first PGA Tour win came at the Valero Texas Open in 2011, also won the 2011 Franklin Templeton Shootout, a team event in which he was partnered with Keegan Bradley. The Idyllwild, California native and University of California-Riverside alumnus played in last year’s PGA Championship, his fifth appearance in one of the Tour’s iconic championship events.

Putnam Investments: Performance in Motion
The partnerships with PGA Tour golfers Keegan Bradley, Jon Curran and Brendan Steele are part of Putnam’s Performance in Motion sports marketing strategy that aligns the firm’s brand with sports that appeal to its advisor, institutional and investor audiences. Performance in Motion supports those partnerships through connections with the athletes who best personify Putnam’s emphasis on results. 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 New England Revolution soccer team and the four-time Super Bowl-winning New England Patriots. For more information, visit www.putnam.com/performanceinmotion.

Putnam Investments honored with five Lipper Fund Awards

BOSTON, April 1, 2015Putnam Investments today announced that five of its mutual funds received 2015 Lipper Fund Awards at an industry dinner held last night in New York City. The awards honor individual mutual funds for their consistently strong risk-adjusted performance, relative to their peers over periods of three years or more.

The Putnam Capital Spectrum Fund Y (PVSYX) received special recognition for wining in multiple performance periods. The fund was named the top performing fund in the Flexible Portfolio Funds category for both the three- and five-year periods. The full list of Putnam mutual funds receiving 2015 Lipper Awards for the period ending November 30, 2014, includes:

  • Putnam Capital Spectrum Fund Y (PVSYX) — 3 & 5 years
  • Putnam U.S. Government Income Trust Y (PUSYX) — 3 years
  • Putnam International Value Fund Y (PNGYX) — 5 years
  • Putnam RetirementReady 2050 Fund Y — 3 years
  • Putnam RetirementReady 2055 Fund Y — 3 years

“Achieving strong, sustained investment performance for our clients is our firm’s primary focus,” said Robert L. Reynolds, President and Chief Executive Officer, Putnam Investments. “It is an honor to receive these Lipper Fund Awards, which validate our company’s commitment to excellence — and exhibited by many talented professionals across our organization every single day.”

Putnam Capital Spectrum Fund Y (PVSYX) was the top-performing fund in the Flexible Portfolio Funds category for both the three- and five-year periods. Managed by David L. Glancy, the fund invests in total return opportunities across the capital structure, including common stocks, bonds, bank loans and convertibles. This is the second consecutive year that Putnam Capital Spectrum Fund has received this award.

Putnam U.S. Government Income Trust Y (PUSYX), managed by Michael Salm, was the top-performing fund within the GNMA Fund category for the three-year period. The fund invests its assets in U.S. government securities, including agency mortgage-backed securities.

Putnam International Value Fund Y (PNGYX) was honored for its performance over a five-year period in the International Large-Cap Value Fund category. The fund also received a Lipper Funds Award last year in the category. Managed by Darren A. Jaroch, CFA, and Karan S. Sodhi, CFA, Putnam International Value Fund invests in international large and midsize companies to benefit from business opportunities outside the United States.

Putnam RetirementReady 2050 Fund Y was named the top performing fund for the three-year period in the Mixed-Asset Target 2050 category. The fund seeks to provide capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its 2050 target date. The fund is managed by James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt.

Putnam RetirementReady 2055 Fund Y, managed by James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, was named the no. 1 fund in the Mixed-Asset Target 2055 category for the three-year period. The fund seeks to provide capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its 2050 target date.
About the Lipper Fund Awards

The Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. The Lipper Fund Awards take place in 23 countries in Asia, Europe, MENA and the Americas. The award winners are formally announced between January and April. Ceremonies take place in select countries.

Putnam Investments salutes Ted Ligety on gold medal performance at World Skiing Championships

BOSTON, February 17, 2015Putnam Investments congratulated U.S. skier Ted Ligety on his gold medal-winning performance late last week in the Giant Slalom at the 2015 World Championships, held in Vail and Beaver Creek, Colorado. In a dramatic, come-from-behind victory that defeated Austrian Champion Marcel Hirscher, Ligety, a Putnam marketing partner since 2009, has now won more major championships than any American skier in history — seven, including five World Championship and two Olympic gold medals.

“We have never been more proud of Ted Ligety’s grit and determination. His Giant Slalom victory, coming on his final run of the event, showed his commitment despite challenging circumstances,” said Putnam Investments President and Chief Executive Officer Robert L. Reynolds. “Ted’s unyielding dedication to his craft and relentless drive for excellence are an inspiration for all of us, representing the values that Putnam seeks to embody each and every day in the marketplace. The entire Putnam Investments family salutes this outstanding professional.”

Ligety’s Giant Slalom win was his third straight in the event at the World Championships, following his victories in 2011 and 2013. It was the first gold medal performance by an American at this year’s World Championships, the first championships held in the United States since 1999. It was also the first championship gold medal won by an American on U.S. soil since 1989. Ligety’s Giant Slalom gold medal follows his bronze medal in the Super Combined earned earlier at these World Championships, and gives him a career total of nine medals in World Championship and Olympic competition.

Ted Ligety is a two-time Olympic gold medalist, five-time World Champion and five-time World Cup champion. His accomplishments include winning the Super-G, the Giant Slalom and the Super Combined at the 2013 Federation Internationale de Ski (FIS) Alpine World Ski Championships, which made him the first man to win three gold medals at an international championship since the legendary Jean-Claude Killy in the 1968 Winter Olympics.

Partnering with Ted Ligety, U.S. Ski Team and U.S. Snowboarding

Putnam has enjoyed a close marketing relationship with Ted Ligety since 2009 that includes participation in Putnam’s advertising and social media efforts and overall support of brand development opportunities globally. Last week, Putnam introduced three new television ads featuring a more personal side of Ligety, which aired throughout the 2015 World Championships and are expected to run in the weeks ahead. The campaign is part of Putnam’s broader "Performance in Motion" sports marketing strategy to align its brand with athletes and teams that personify the firm’s results-oriented philosophy and values. The commercials, which include dynamic action scenes of Ligety’s races, can be viewed at Performance in Motion.

Since 2010, Putnam also has served as the exclusive mutual fund sponsor for the U.S. Ski Team and U.S. Snowboarding, supporting U.S. athletes in the sports of alpine, freestyle and cross-country skiing, ski jumping and snowboarding. Putnam’s sponsorship helps support American athletes as they prepare for competition at the sport’s highest levels, including the World Championships, the World Cup and the Winter Olympics.

Putnam Investments: Performance in Motion

The partnerships with Ted Ligety and the U.S. Ski Team and U.S. Snowboarding are part of Putnam’s Performance in Motion sports marketing strategy that aligns the firm’s brand with sports that appeal to its advisor, institutional and investor audiences. Performance in Motion supports those partnerships through connections with the athletes who best personify Putnam’s emphasis on results. Putnam’s other marketing partners include PGA golfer Keegan Bradley, the New England Revolution soccer team and the four-time Super Bowl-winning New England Patriots. For more information, visit Performance in Motion.

Putnam Investments Features Olympic Gold-medal Skier Ted Ligety In Newly Released TV Ads

BOSTON, February 10, 2015Putnam Investments, a sponsor of Alpine skiing Olympic gold medalist Ted Ligety and the U.S. Ski Team and U.S. Snowboarding, has introduced three new television ads featuring a more personal side of Ligety, which are airing throughout the current 2015 World Championships and in the weeks ahead. Ligety received the bronze medal in the Super Combined on Sunday, February 8, his eighth medal in World Championship and Olympic competition.

The new television spots show Ligety, who has been a Putnam marketing partner since 2009, constantly focused on performance excellence, whether racing down the slopes at 90 miles per hour or maneuvering his way across a busy street.

The campaign is part of Putnam’s broader “Performance in Motion” sports marketing strategy to align its brand with athletes who personify the firm’s results-oriented philosophy and values. The commercials, which include dynamic action scenes of Ligety’s races, can be viewed at www.putnam.com/performanceinmotion.

“Putnam is pleased to spotlight its association with a supremely talented, highly dedicated world champion, who brings a wonderful spirit and touch of class to every endeavor,” said Putnam Investments President and Chief Executive Officer Robert L. Reynolds. “The new ads encapsulate Ted’s drive, focus and commitment, whether on the slopes or in everyday life.”

Filmed in Boston, the commercials intersperse scenes of Ligety walking around the city’s Back Bay with scenes of him racing in world-class competitions. Putnam’s new ads are appearing on NBC and NBC Sports Network (NBCSN) in connection with the 2015 World Championships, held through February 15 in Vail and Beaver Creek, Colorado — the first time they have been held in the United States since 1999.

In addition to airing on live broadcasts, the commercials also appear online during live webcasts of ski events at http://stream.nbcsports.com/liveextra/, and across Putnam’s social media pages. The videos include:

  • Clear My Mind and Rip It,” which shows Ligety weaving around pedestrians with a smile, just as he "shreds" around gates on the slopes.
  • You Gotta Push the Limits,” in which Ligety waits for a traffic light walk signal to count down while thinking about the countdown in a starting gate before a race.
  • Now, I Just Feel It,” which shows Ligety talking engagingly about how he continually thinks of ways to get better.

Ted Ligety is a two-time Olympic gold medalist, four-time World Champion, five-time World Cup champion and eight-time medalist in World Championship and Olympic competition. His accomplishments include winning the Super-G, the Giant Slalom and the Super Combined at the 2013 Federation Internationale de Ski (FIS) Alpine World Ski Championships, which made him the first man to win three gold medals at an international championship since Jean-Claude Killy in the 1968 Winter Olympics.

Partnering with Ted Ligety, U.S. Ski Team and U.S. Snowboarding

Putnam has enjoyed a close marketing relationship with Ted Ligety since 2009 that includes participation in Putnam’s advertising and social media efforts and overall support of brand development opportunities globally.

Since 2010, Putnam also has served as the exclusive mutual fund sponsor for the U.S. Ski Team and U.S. Snowboarding, supporting U.S. athletes in the sports of alpine, freestyle and cross-country skiing, ski jumping and snowboarding. Putnam’s sponsorship helps support American athletes as they prepare for competition at the sport’s highest levels, including the World Championships, the World Cup and the Winter Olympics.

Putnam Investments: Performance in Motion

The partnerships with Ted Ligety and the U.S. Ski Team and U.S. Snowboarding are part of Putnam’s Performance in Motion/ sports marketing strategy that aligns the firm’s brand with sports that appeal to its advisor, institutional and investor audiences. Performance in Motion supports those partnerships through connections with the athletes who best personify Putnam’s emphasis on results. Putnam’s other marketing partners include PGA golfer Keegan Bradley, the New England Revolution soccer team and the four-time Super Bowl-winning New England Patriots. For more information, visit www.putnam.com/performanceinmotion/.

Putnam Investments Congratulates The New England Patriots On Their Super Bowl Championship Win

BOSTON, February 2, 2015Putnam Investments today congratulated the New England Patriots on their impressive Super Bowl championship win, the team’s fourth such triumph under the ownership of Robert Kraft and the Kraft Sports Group. Putnam, which has been the official investment management sponsor of the New England Patriots since 2011, saluted the organization for adding another momentous chapter to its winning tradition.

“The New England Patriots have proven that their name is synonymous with achievement and excellence,” said Putnam Investments President and Chief Executive Officer Robert L. Reynolds. “Putnam Investments is proud to be associated with a team that has long inspired greatness, through their commitment to superior performance.”

Putnam Investments and the New England Patriots, one of the best-known sports franchises in the world, have a multi-faceted, multi-year marketing agreement that carries broad awareness-building opportunities with high-profile branding at Gillette Stadium, as well as significant local and national exposure through various forms of media.

In December 2014, Putnam helped New England Patriots fans show the world their “game face” through the Patriots Fancam, an innovative technology sponsored by Putnam that allowed fans who attended the game to locate a high-definition image of themselves in virtually any of the nearly 70,000 seats within Gillette Stadium — and share them with friends and family via Facebook, Twitter, LinkedIn and email.

Putnam Investments and the New England Patriots

Putnam Investments and the New England Patriots have a multifaceted, multi-year marketing partnership that aligns the company with the Patriots, one of the strongest and most recognizable global brands in professional sports. The relationship, which underscores the shared commitment of Putnam and the Patriots to performance excellence, includes an extensive co-branded multimedia campaign across television, radio, print, digital and social media elements. It also incorporates high-profile branding of various properties at Gillette Stadium, most notably the Putnam Club, an upscale dining and entertainment venue at the stadium.

The partnership with the Patriots is part of Putnam’s broader “Performance in Motion” sports marketing program, which includes a number of high-profile, high-performance sports marketing properties. www.putnam.com/performanceinmotion.