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Putnam was the first mutual fund company to implement the voluntary "Mutual Fund Protection Principles", an industry standard for compliance and investor protection. Putnam also has a Risk parity strategy called the Putnam Total Return. Investments. According to the SEC 13F-HR filing from August 2017, the companies investments include:
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Putnam Investments, American investment management firm. Putnam Magazine, regional lifestyle magazine that covers Putnam County, New York. Putnam's Magazine, 19th and early 20th century monthly American publication. Putnam model, cost-estimation method in software engineering.
After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial, JPMorgan Chase, and Putnam Investments.
In 2004, Marsh McLennan folded its troubled Putnam Investments defined contribution business into its Mercer line and acquired Houston, Texas-based Synhrgy HR Technologies, a human resources technology and outsourcing services company.
Haldeman was a managing partner and director at the investment firm Cooke and Bieler Inc. from 1974 to 1998, President and COO of United Asset Management Corporation from 1998 to 2000, and CEO of Delaware Investments from 2000 to 2002. He then joined Putnam Investments as co-lead of the investment division.
By early November, investigations led to the resignation of the chairmen of Strong Mutual Funds and Putnam Investments, both major mutual fund companies. In the case of Strong, the chairman Richard Strong was charged with market-timing trading involving his own company's funds.