Close Close
ThinkAdvisor

Portfolio > Investment VIPs

Putnam Launches Campaign to Help Advisors Educate Clients

By Danielle Andrus

X
Your article was successfully shared with the contacts you provided.

Putnam Investments is launching an information campaign that targets advisors as they try to educate their clients on various economic and financial issues.

The program, called “Maneuver in Markets,” will address four key challenges investors face: interest rates and strategies that take into account the likelihood they will change more frequently; the increase in investment choices and how to preserve clients’ options and capital; reducing risk through diversification; and evalutaling equities’ potential for performance to maximize clients’ returns.

“In recognizing that meticulous investment research and flexible management strategies are crucial to helping investors ‘maneuver in markets,’ we will be bringing a new dimension to our dialogue with the marketplace this year,” Robert Reynolds, president and CEO of Putnam Investments, said in a statement.

He added, “As a firm that has spent years piloting investors through virtually every type of investment climate, we are committing the full force of our resources and best thinking to help advisors steer their clients through these times.”

The material will be distributed to advisors throughout the year in the form of video commentary from portfolio managers, investment webinars, expert white papers on a range of topics, social media, and digital and print advertising.

William Connolly, co-head of global distribution for Putnam Investments, said in a statement that there is a “critical need for new levels of insight on the drivers of current market conditions.”

“The high-quality, thoughtful advice dispensed by financial advisors has never been more important than it is today,” he said.

— Read Tech Tools to Help You Better Know, and Serve, Your Clients on ThinkAdvisor.com.