Putnam Investments Introduces Highly Customized, Deep-Analytical Web-Based Resources to the Financial Advisor Community
2011年9月22日 - 9:30PM
ビジネスワイヤ(英語)
As part of its evolving strategy to utilize leading technology
and Internet capabilities to further help financial advisors and
their clients achieve their financial goals, Putnam Investments
today officially launched a powerful new web site dedicated to
providing advisors with a dynamic, personalized experience. Among
its many innovative features, the web site, at
www.putnam.com/advisor, allows for advanced, open-architecture
portfolio modeling, to assist them in their work with clients.
In addition to introducing a series of technology-enabled and
social media-driven practice management elements, the new Putnam
advisor site builds upon its well-received analytical tool,
FundVisualizer, which can now model entire investment portfolios
from a universe of over 11,000 mutual funds and ETFs, as well as
continue to provide head-to-head product comparisons.
“Our new financial advisor web site is designed to provide a
superior experience for advisors, allowing them to even more
effectively guide their clients in achieving their financial
goals,” said Bill Connolly, Head of Global Distribution, Putnam
Investments. “We want to provide advisors with an intuitive, yet
highly sophisticated set of customized resources that dynamically
integrates and presents data, analysis, and thought leadership. Our
goal is to be a must-stop destination for the advisor
community.”
Connolly indicated that advisors will now have access to the
next version of Putnam FundVisualizer, allowing them to choose and
package a virtually unlimited number of potential fund holdings,
assign specific weightings and adjust time periods as desired, to
gain insight into the performance behavior and importance of
risk-return trade-offs of uniquely constructed portfolios and their
underlying components. Additionally, advisors can compare
separately created portfolios of their own design. The portfolios
can utilize Putnam or non-Putnam product solutions.
Conversations, Feedback and Peer Observations,
Along with portfolio modeling capabilities, the new Putnam
resource will easily allow the advisor community to join
conversations on Putnam’s social media sites, including those on
Twitter (http://twitter.com/#!/putnamtoday) and Facebook,
(http://www.facebook.com/PutnamInvestments). A feedback component
will also be available: advisors visiting the site will be able to
rate much of its content, such as portfolio manager commentary.
Also, the new web site will provide advisors with a sense of what
their peers are viewing most on the site, including what investment
issues and client-related topics are of most interest – displayed
through a visual “tag cloud.”
The Putnam site will also provide advisors with an array of
practice management and thought leadership resources to help in
their day-to-day and long-term planning work with clients. Advisors
will be able to:
- Explore an extensive Client Planning
section, with detailed guidance for advisors working with clients
who are saving for retirement, college and other life goals --
including presentations and seminars that advisors can download and
use with their own clients;
- Access a content-rich “Our
Perspectives” section, featuring articles and videos by Putnam
strategists and portfolio managers discussing their investment
outlook, providing timely insights on events that are shaping the
global markets and discussing investment and savings
strategies;
- Receive access to a wealth of fund data
that allows them to gain a deeper product understanding, in a
format that can be communicated directly to their clients;
- Review a Fund Playbook to see how any
given fund can help clients pursue their goals, such as reducing
the volatility in their portfolios or addressing the impact of
rising interest rates on various mixes of funds;
- Use the new “My Putnam” feature to
store their favorite content and set alerts for automatically
e-mailed updates; and,
- Chat live with a personal support team
at Putnam dedicated to their practice, to further identify
customized solutions and more deeply explore business-building
resources, practice management tools and continuing education
courses.
“One of our chief objectives at every turn is to offer
significant value to financial advisors, in the form of
performance, product, service and best thinking,” explained
Connolly. “In many ways, this new, innovative web site, dedicated
to enhancing what advisors can bring to their client relationships,
is a packaging of many of the best elements that Putnam has to
offer to the marketplace.”
About FundVisualizer
FundVisualizer is part of an ongoing series of Putnam
initiatives designed to provide advisors with rich, highly
transparent content, delivered through leading technology. The
dynamic tool provides visually compelling portfolio modeling and
side-by-side comparisons of multiple products, including Putnam
funds, as well as choices from over 11,000 funds across all
categories — including ETFs — arming advisors even further in
making informed investment decisions.
Putnam’s Commitment to Financial Advisors
Since Robert L. Reynolds became Putnam’s president and chief
executive officer in 2008, the company has deepened its commitment
to financial advisors and launched a series of innovations and
initiatives to meet the emerging needs of advisors and their
clients. Putnam has emphasized the use of technology, especially
the Web, to provide advisors with the tools and information they
need to assist their clients.
About Putnam Investments
Founded in 1937, Putnam Investments is a leading global money
management firm with over 70 years of investment experience. In
2011, the firm was named one of the top 15 mutual fund families by
Lipper/Barron’s for the second consecutive year. At the end of
August 2011, Putnam had $122 billion in assets under management,
including mutual fund assets of $62 billion and institutional
assets of $60 billion. Putnam has offices in Boston, London,
Frankfurt, Amsterdam, Tokyo, Singapore and Sydney. For more
information, visit putnam.com.
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