F.L.Putnam Awarded Top Guns Designation by Informa Financial Intelligence for Two Sustainable Investment Strategies

FOR IMMEDIATE RELEASE

F.L.Putnam Awarded Top Guns Designation by Informa Financial Intelligence for Two Sustainable Investment Strategies

WELLESLEY, Mass., December 20, 2021 – F.L.Putnam Investment Management Company has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

F.L.Putnam’s Low Carbon Core US Equity and Sustainable Opportunities strategies were each given a 6-Star Top Gun rating in PSN’s US Equity Socially Responsible Universe for the five-year period ending September 30, 2021.

“It’s an honor to have two of our sustainable investment strategies recognized by PSN,” commented Andrew Wetzel, CFA, Managing Director of Sustainable Investing at F.L.Putnam. “Sustainable investing has been a cornerstone of our business for over 30 years and is a key differentiator for us in this market. We are grateful for the trust, confidence and support of our clients who rely on us to develop investment strategies that balance their environmental, social and financial investment objectives.”

PSN Top Guns ranks products in six proprietary categories and in over 50 universes. This is a well-respected quarterly ranking that is widely used by institutional asset managers and investors. Top Gun firms are awarded a rating that ranges from one to six stars, with the number of stars representing continued performance over time.

“Congratulations to F.L.Putnam for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

About F.L.Putnam Investment Management Company

F.L.Putnam provides investment management, financial planning and consulting services to high-net-worth clients and institutions, including endowments and foundations. Since 1983, F.L.Putnam has delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. The firm serves clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. More information is available at www.flputnam.com.

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data and PSN’s US Equity Socially Responsible Universe, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

Disclosure:

Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal. Historical performance is not indicative of any specific investment or future results. Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority. Any rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria. Specifically, the PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant.

 

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