Putnam Investment Management is an active global asset manager offering a wide range of equity and fixed income strategies through separately managed accounts, registered investment companies, and pooled investment vehicles. As a wholly-owned subsidiary of Franklin Templeton, the firm manages discretionary and non-discretionary portfolios utilizing fundamental and quantitative research approaches. The firm primarily serves institutional clients and pooled funds, while also offering investment advisory services to individual clients through affiliated programs. Putnam focuses on active portfolio management and does not routinely provide general financial planning, tax, or legal advice.
Fee Structure
Putnam Investment Management charges management fees based on standard fee schedules set forth in client investment management agreements, typically calculated as a percentage of assets under management and billed quarterly in arrears. Fees vary by asset class, account size, complexity, and strategy, and are negotiable for certain separate account clients.