Putnam Investments Recognized by DALBAR for Superior Sales Support to the Financial Advisor Community

BOSTON, December 21, 2020 – Putnam Investments announced today that DALBAR has recognized the firm with the Excellence in Sales Support Award for the third consecutive year. One of only two financial services firms to receive the award this year, Putnam’s inbound sales desk was honored for best-in-industry support that it delivered to financial advisors across the country as they faced unprecedented challenges during this year’s COVID-19 pandemic.

The DALBAR Excellence in Sales Support Award recognizes outstanding service provided by an organization’s inbound sales desk with a specific focus on level of expertise, ability to communicate effectively, active listening techniques and overall proficiency in meeting advisors’ needs. In order to qualify for the award, firms were required to demonstrate superior service for the entire year.

“At Putnam, our Client Engagement Center is dedicated to delivering comprehensive, world-class support to the financial advisor community in their sales efforts,” said Scott C. Sipple, Head of Putnam Retail Management. “We are honored to receive this DALBAR award and are tremendously proud of our team’s accomplishments during this difficult pandemic as they help advisors engage with clients and provide them with the necessary resources to advance their clients’ financial goals.”

Putnam’s Client Engagement Center is dedicated to delivering premier value-added content and services with a consultative approach in the areas of investment, practice and wealth management.

About DALBAR

DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned recognition for consistent and unbiased evaluations. DALBAR awards are recognized as marks of a superior standard of care in the financial community.

About Putnam Investments

Founded in 1937, Putnam Investments is a global money management firm with over 80 years of investment experience. At the end of November 2020, Putnam had $188 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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