This year, Putnam celebrates 75 years of managing money for individual and institutional investors. Inspired by balance, the firm has practiced an active, risk-conscious approach to pursuing client mandates since the launch of George Putnam Balanced Fund in 1937. Putnam today provides investment services across a range of fixed-income, equity, absolute return, and alternative strategies — with a focus on funds designed to mitigate the effects of market volatility. The global asset manager and retirement plan record keeper distributes those services largely through intermediaries via its offices and strategic alliances in North America, Europe, and Asia.
Putnam was again recognized in 2011 by a number of industry observers for excellent performance and service. The firm received six Lipper Fund Awards for performance excellence across a range of asset categories, based on trailing three-year results, and won the DALBAR Service Award for the 22nd consecutive year for providing the highest levels of investor service to mutual fund shareholders.
Innovation is a key strategy to help address investor challenges. The firm launched the acclaimed FundVisualizerTM analysis tool and the Wealth Management Center for financial advisors in 2011, as well as the Putnam Institute, which aims to critically examine key investment theories and suggest changes that may achieve better outcomes for companies, institutions, plan sponsors, investment advisors, and individual investors.
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