Putnam Investments Launches Major Effort To Help Financial Advisors “Maneuver In Markets”

BOSTON, January 20, 2016Putnam Investments today announced it is launching a multi-faceted program to help advisors — and their clients — navigate some of the most vexing challenges of today’s financial markets, as investors confront low interest rates, highly volatile markets and geopolitical instability.

Named “Maneuver in Markets,” the broad-based Putnam informational campaign is designed to provide the advisor community with an ongoing stream of timely observations and perspectives to create deeper understanding of the rapidly changing market environment and potential investment strategies to help clients achieve their key financial goals, despite prevailing headwinds.

“In recognizing that meticulous investment research and flexible management strategies are crucial to helping investors “maneuver in markets,” we will be bringing a new dimension to our dialogue with the marketplace this year,” said Robert L. Reynolds, President and CEO, Putnam Investments. “As a firm that has spent years piloting investors through virtually every type of investment climate, we are committing the full force of our resources and best thinking to help advisors steer their clients through these times.”

In discussing the “Maneuver in Markets” campaign, William T. Connolly, Co-Head of Global Distribution, Putnam Investments, said, “The high-quality, thoughtful advice dispensed by financial advisors has never been more important than it is today. Putnam recognizes that there is a critical need for new levels of insight on the drivers of current market conditions and how to solve for optimal outcomes. Advisors will be able to count on a steady flow of new, high-impact research, analysis and tools that they can apply to their work in guiding clients.”

The “Maneuver in Markets” program will largely center around four key challenges facing investors today:

  • Navigating interest rates: addressing client challenges with active rate strategies
  • Expanding short-term choices: preserving client options and capital
  • Diversifying to reduce risk: seeking to manage volatility and diversification
  • Pursuing greater returns: evaluating the performance potential of equities

Mark McKenna, Head of Global Marketing, Putnam Investments, indicated that there will be a frequent delivery of robust content to the marketplace — through a host of different vehicles — to support advisors and their clients on the most topical investment issues of the day. Primary components of the “Maneuver in Markets” program will include regular updates on www.putnam.com, thematic video commentary from portfolio managers, investment webinars, expert white papers on a range of topics, social media, and digital and print advertising.

The firm expects to have a series of updates on the program throughout the year.