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Putnam kicks off expanded ESG effort
Firm hires Katherine Collins to lead sustainable investing team
Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark
The lawsuit is the first among similar cases to proceed to hearings on summary judgment, and may be telling as to how future judges rule.
Putnam merges, liquidates 10 funds
The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.
Fred Alger Management scoops up Boston-based asset manager
Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes
New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.
Putnam Voyager mutual fund takes its last journey
The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.
Rising interest rates to test REIT strength even as investors seek diversification
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
Profits proving elusive at Putnam as manager compensation eats gains
Market performance boosts AUM as asset flows mostly negative.
Schwab chief of retail exits after 7 months
Jeff Carney quit last week as head of The Charles Schwab Corp.’s branch network. He joined Schwab…
Schwab nabs Putnam’s Carney as branch network boss
Schwab nabs new branch network boss in Jeffrey Carney
Putnam’s Reynolds aim to put retirement security on election agenda
Executive lays out three points he says should be addressed in every campaign
Putnam CEO calls for new regulator to oversee lifetime-income products
Putnam Investments ceo Bob Reynolds today called for the establishment of a regulatory body to approve lifetime-income products.
Putnam promotes Sipple — but won’t replace exiting Carney
Named head of fund firm's Investment Product Management and Development
Putnam looks to get mileage out of money market hybrid
New offering combines features of money funds and short-duration bond funds; moving away from stable NAV
Putnam stocks up on retail-mutual-fund wholesalers
Has hired six new external wholesalers, bringing its roster to 54, and it expects to have 60 by the end of the year.
Putnam to kick off NFL season with Patriots partnership
Now that the National Football League's lockout is history, Putnam Investments has teamed up with the New England Patriots in a new marketing arrangement.
Reynolds wants lifetime-income products policed
Bob Reynolds, chief executive of Putnam Investments, last week called for the establishment of a regulatory body to approve lifetime-income products
Putnam’s go-anywhere fund offers plenty of latitude
PMs can invest across range of asset classes, ramp up on leverage
Alternatives absent from company retirement plans
Making the case for alternative investments in a long-term, properly allocated portfolio is easy
Putnam’s fund evaluation tool ‘a bold statement’
Putnam Investments has launched an online tool that enables its financial adviser clients to evaluate more than 10,000 mutual funds using up to 60 different criteria. Next month, advisers also will be able to compare up to 1,100 exchange-traded funds using the Fund-Visualizer tool
