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What you should know about Putnam investments

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Putnam Investments manages mutual funds and other financial products for investors around the world. Putnam Investments is a global money management firm with 70 years of investment experience, nearly $168 billion in assets under management, 201 institutional clients, and nearly 9 million shareholders and retirement plan participants.

They have a broad range of investment products which includes: institutional portfolios; 401K's, IRAs, and other retirement plans; mutual funds; variable annuities; and alternative investments for institutions and high-net-worth investors.

Retail investments
Putnam offers 76 mutual funds as well as retirement products such as IRAs and 401(k)s, and variable annuities and other insurance products. They believe investors need personalized advice to create diversified investment portfolios. They distribute their funds and annuities through financial advisors, brokers, banks, and financial planners who provide investment advice to their clients.

Retirement plans
As one of the top managers of contribution assets, Putnam offers many different mutual funds, investor education programs and materials, the latest technology, and access to superior record-keeping services.

Institutional
Putnam offers a variety of investment capabilities ranging from quantitative and active alpha solutions to alternative investments designed to meet the evolving needs of institutional investors worldwide. We also provide industry-leading service to our clients as well as customized portfolio analysis and research.

Strong performing bond funds
From state tax exempt funds to portfolios that invest internationally, Putnam's bond funds are actively managed by teams of specialists and supported by one of the largest fixed income organizations in the industry

Education and planning
Putnam Investments have a wide variety of education and planning to fit all your investment needs. They make sure you are taken care of and helped every step of the way. Here are some of the educations they provide:

Investing basics
There is a financial advisor who will help guide you, determine your overall goals, help you reach those goals and help you open an account.

Saving up for college
You will be able to learn what to do when putting together an education savings plan. You can learn principles like the differences in tax benefits and control of account assets.

Saving for retirement
Learn about retirement planning basics, like how much you'll need to save and what your options are for meeting your specific goals.

Strategies in retirement
You can make the most of your planning with various different planning strategies such as: rollover planning, distribution planning, estate planning, and income planning.

What are the benefits of using a financial advisor?
A financial advisor is one of the most important resources you can have as a long term investor. They help you define your financial goals and they can determine a suitable time frame to help you reach those goals. A financial advisor will evaluate the level of risk that will fit your risk profile. They will keep you informed about any changes in your investments. An advisor can work with you to define your specific financial goals, risk tolerance, time perspective, and preferred investments. An advisor can also help you avoid the mistakes common to investing.

Putnam Investments have a wide variety of resources to turn to when it comes to your finances and finance questions. Whether you are looking for a long term investment or just some investment advice, Putnam Investments can get you on the right track for your future and most importantly your retirement. Look into what you should know about Putnam Investments to get starting with your investing today.


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