Our commitment
to financial advisors
The Putnam Regional Marketing Director
Value Proposition
Our value proposition is to provide
the performance, education, industry
knowledge, and training that will
support financial advisors in their
quest to become the best
quarter-backs possible in helping clients
coordinate and synchronize the five
A partner in your success
At Putnam, pursuing superior long-term performance is priority one. But our commitment to your success doesn’t end there. Your Regional Marketing Director will provide you with the training, insight, and resources you need to help your clients pursue a winning financial plan.
Putnam’s resources cover the five pillars of financial planning
ESTATE & ASSET
PROTECTION TAX EDUCATION RETIREMENT INVESTMENTS
Continuing Education courses PowerPoint Wealth management strategies Asset protection: Strategies to safeguard wealth Client seminars PowerPoint Using today’s wealth for tomorrow’s goals
Strategies to safeguard your wealth
Investor education
Estate planning II546
Asset protection II851 Asset protection checklist II904 Advanced content featuring Chris Hennessey Wealth management workshop (case studies, approved for CE credit)
Wealth transfer techniques PowerPoint Succession planning for
forbubusinsinessessowownernerss
PowerPoint
Continuing Education courses PowerPoint
High impact financial planning
Developing a tax-smart income plan
The New Tax Landscape Investor education Understanding Net Unrealized Appreciation (NUA) IR665
IRD: Heirs miss out on a valuable tax deduction II786 The AMT: Tax savings strategies II800 Developing a tax-smart income strategy II866 Using investment losses to your advantage II867
Lower your taxes/ Tax freedom day II852 10 income and estate tax planning str
strateategiegies fs foror 20120122 II909
Tax outlook for 2012 and beyond II907
2012 Tax rates,
schedules, and contribution limits II900
Health-care reform and its impact on investors II890 Continuing Education courses PowerPoint Advanced education planning Client seminar PowerPoint Saving for college Benefits of the Corporate 529 plan Investor education Estate planning: Want to help a grandchild with
college costs? ED106 529 for America: Plan brochure ED101 Sales tools College calculator and proposal generator putnam.com Gift certificate card/ envelope 513997 Prospecting postcard ED103 Benefits of the Corporate 529 plan ED107 529
529scscholholarsarshiphip account ED108, ED109 529 launch poster ED109 Continuing Education courses PowerPoint IRA distribution planning Building a successful retirement Roth conversions Client seminars PowerPoint
Making your nest egg last
Retirement strategies for women
Turning IRA assets into
income
Wealth strategies with Roth IRA conversion Rollover Planning Investor Education
Stretch IRA IR705 RMDs and your IRA
IR704
72(t) distributions II708
Sustainable income in retirement II788 Roth conversions IR757
S l Sales toolls Roth Conversion Evaluator, Stretch, RMD, and 72(t) calculators putnam.com
IRA worksheet IR666 Using FreeERISA SI610 Retirement plan guide IR759 Products Mutual funds Retirement plans 529 VA (Hartford) Client seminars PowerPoint How to handle volatile markets Benefits of diversification Understanding bonds Time-tested strategies to keep clients on track Prospecting letter SU681 Capital Markets Outlook CMO100 Stay Invested II620 Don’t miss the market’s best days II508 Markets recover from a crisis II511 Market rebounds outlasted declines II869 Alternating market l
leaddership hi SU5SU52525 Real returns of CDs vs. stocks II514
No
Chris Hennessey, J.D., CPA*
Faculty Director, Babson College School of Executive Education. Chris has extensive consulting experience in finance, taxes, and estate planning.
William Cass, CFP®
Retirement Products Marketing Manager, Putnam Retail Management. Bill focuses specifically on IRA, retirement income, and wealth management.
Dennis Moseley-Williams*
Dennis’s presentations focus on field-tested strategies that help advisors attract high-value clients and run efficient and profitable practices.
Don Connelly*
One of the most successful advisors to the wealth management industry, Don’s career on Wall Street spans nearly 40 years.
Access to financial industry experts
Putnam FundVisualizer TM
FundVisualizer is a fast, powerful, and free online tool that lets advisors analyze thousands of mutual funds and ETFs across a range of customizable metrics.
Putnam.com/advisor
Putnam’s newly redesigned website offers robust interactive features:
Access perspectives from sector experts, capital markets commentary, and video updates from investment professionals
Take a deeper dive into a range of topics with our timely white papers
Read the latest on tax law changes, retirement income planning, and more with the Wealth Management Center
A breadth and depth of resources
Putnam’s wide range of tools and resources on the web can help you analyze funds from across the industry and stay on top of the markets with timely insights from investment professionals. Our team of industry experts will keep you up to date on the issues affecting your business.
CE-approved financial planning coursework through Putnam Institute.
A commitment to seeking superior performance
across asset classes
Global equities
Putnam is committed to active management driven by in-house fundamental research
A fully integrated global research organization allows communication between investment styles and across asset classes
Our portfolio managers have the autonomy to implement investment decisions quickly, and are fully accountable for the funds they oversee
Fixed income
Putnam features one of the largest fixed-income organizations in the industry, with more than 70 veteran team members
Sector teams employ in-depth, bottom-up analysis to manage interest-rate, liquidity, credit, and prepayment risks
Our funds benefit from their size, remaining nimble enough to pursue investment opportunities in areas of the market other larger funds may not be able to invest in effectively
Absolute return and asset allocation
Four absolute return strategies designed to pursue positive returns in all market conditions with less volatility
Four asset allocation strategies designed to match an
investor’s target risk profile
Each fund offers a broadly diversified mix of stocks and bonds that is well suited to serve as the core of an investment portfolio
Nick C. Thakore
Co-Head of U.S. Equities
Thalia Meehan, CFA
Portfolio Manager, Putnam municipal bond funds
D. William Kohli
Co-Head of Fixed Income
Jeffrey L. Knight, CFA
Head of Global Asset Allocation D. William Kohli
Co Head of Fixed Income
Tax-free income funds Class A Quotron
AMT-Free Municipal Fund PPNAX
Arizona Tax Exempt Income Fund PTAZX
California Tax Exempt Income Fund PCTEX Massachusetts Tax Exempt Income Fund PXMAX
Michigan Tax Exempt Income Fund PXMIX
Minnesota Tax Exempt Income Fund PXMNX New Jersey Tax Exempt Income Fund PTNJX
New York Tax Exempt Income Fund PTEIX
Ohio Tax Exempt Income Fund PXOHX
Pennsylvania Tax Exempt Income Fund PTEPX
Tax Exempt Income Fund PTAEX
Tax Exempt Money Market Fund PTXXX
Tax-Free High Yield Fund PTHAX
Taxable income funds Class A Quotron
American Government Income Fund PAGVX
Diversified Income Trust PDINX
Floating Rate Income Fund PFLRX
Global Income Trust PGGIX
High Yield Advantage Fund PHYIX
High Yield Trust PHIGX
Income Fund PINCX
Money Market Fund PDDXX
Short Duration Income Fund PSDTX
U.S. Government Income Trust PGSIX
Growth funds Class A Quotron
Growth Opportunities Fund POGAX
International Growth Fund PINOX
Multi-Cap Growth Fund PNOPX
Small Cap Growth Fund PNSAX
Voyager Fund PVOYX
Value funds Class A Quotron
Convertible Securities Fund PCONX
Equity Income Fund PEYAX
George Putnam Balanced Fund PGEOX
International Value Fund PNGAX
Multi-Cap Value Fund PMVAX
The Putnam Fund for Growth and Income PGRWX
Small Cap Value Fund PSLAX
Absolute return funds Class A Quotron
Absolute Return 100 Fund PARTX
Absolute Return 300 Fund PTRNX
Absolute Return 500 Fund PJMDX
Absolute Return 700 Fund PDMAX
Blend funds Class A Quotron
Asia Pacific Equity Fund PAPAX
Capital Opportunities Fund PCOAX
Capital Spectrum Fund PVSAX
Emerging Markets Equity Fund PEMMX
Equity Spectrum Fund PYSAX
Europe Equity Fund PEUGX
Global Equity Fund PEQUX
International Capital Opportunities Fund PNVAX
International Equity Fund POVSX
Investors Fund PINVX
Multi-Cap Core Fund PMYAX
Research Fund PNRAX
Global sector funds Class A Quotron
Global Consumer Fund PGCOX
Global Energy Fund PGEAX
Global Financials Fund PGFFX
Global Health Care Fund PHSTX
Global Industrials Fund PGIAX
Global Natural Resources Fund EBERX
Global Sector Fund PPGAX
Global Technology Fund PGTAX
Global Telecommunications Fund PGBZX
Global Utilities Fund PUGIX
Asset allocation funds Class A Quotron
Dynamic Risk Allocation Fund PDREX
Dynamic Asset Allocation Balanced Fund
PABAX
Dynamic Asset Allocation Conservative Fund
PACAX
Dynamic Asset Allocation Growth Fund
PAEAX
Retirement Income Lifestyle funds Class A Quotron Retirement Income Fund Lifestyle 1 PRMAX Retirement Income Fund Lifestyle 2 PRYAX Retirement Income Fund Lifestyle 3 PISFX
Putnam Investments: A world of investing
Putnam offers investors a world of equity, fixed-income, multi-asset, and absolute return portfolios to suit a range of financial goals. Our portfolio managers seek superior results over time, backed by original, fundamental research on a global scale. We believe in the value of experienced financial advice, in providing exemplary service, and in putting clients first in all we do.
Robert L. Reynolds
President and Chief Executive Officer
Putnam Investments
We at Putnam have always been firm
believers in the value of sound financial
guidance. We sincerely thank you for your
dedication to your clients in pursuing
their investment goals.
A diverse client base
Assets under management as of March 31, 2012: $124 BILLION U.S. Retail 60% 21% 13% 6% International U.S. Defined Contribution North American Institutional
A strong corporate parent
Incorporated in 1925, based in Montreal
More than $500 billion in assets and assets under management as of March 31, 2012
62% 18%
14% 6%
facebook.com/putnaminvestments twitter.com/putnamtoday putnamperspectives.com youtube.com/putnaminvestments absolutereturnblog.com rothirablog.com putnam.com linkedin.com/company/putnam-investments
For more information on any Putnam fund or product, please call our Dealer Marketing Services hotline.
1-800-354-4000
A BALANCED APPROACH
Since 1937, when George Putnam created a diverse mix of stocks and bonds in a single, professionally man-aged portfolio, Putnam has championed the balanced approach.
A WORLD OF INVESTING
Today, we offer investors a world of equity, fixed- income, multi-asset, and absolute-return portfolios to suit a range of financial goals.
A COMMITMENT TO EXCELLENCE Our portfolio managers seek superior results over time, backed by original, fundamental research on a global scale. We believe in the value of experienced financial advice, in providing exemplary service, and in putting clients first in all we do.
One Post Office Square Boston, MA 02109 1-800-719-9914 putnam.com
SU678 274299 4/12
FOR DEALER USE ONLY. Not for public distribution.
Putnam Retail Management
Important phone numbers
Marketing Services
Dealer Marketing Services 1-800-354-4000
401(k) Sales 1-800-719-9914
Literature Hotline 1-800-354-5487
Registered Investment Advisors 1-888-788-6262
Support Services Financial advisors 1-800-354-2228 Shareholder services 1-800-225-1581 College savings 1-877-711-1890 Retirement plans 1-888-661-7684 Insurance products Financial advisors
Hartford contract holders Allstate contract holders
1-800-521-0963 1-800-521-0538 1-800-390-1277
Offshore funds 1-866-689-7006
Putnam website putnam.com
Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether the state plan of your client or that of your client’s beneficiary offers state tax and other benefits not available through Putnam 529 for America. If your clients withdraw money for something other than qualified higher education expenses, they will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult a tax advisor.
Your clients should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, a summary prospectus if available, or an offering statement containing this and other information for any Putnam fund or Putnam 529 for America, call Putnam Dealer Marketing Services at 1-800-354-4000. Your clients should read the prospectus or offering statement carefully before investing.
All funds involve risk, and you can lose money. See the prospectus for details.
