Our commitment to financial advisors

Transcription

1 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 quarterbacks possible in helping clients coordinate and synchronize the five pillars of a complete financial plan.

2 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 Wealth management strategies Continuing Education courses High impact financial planning Continuing Education courses Advanced education planning Continuing Education courses IRA distribution planning Products Mutual funds Retirement plans 529 Asset protection: Strategies to safeguard wealth Client seminars 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 Succession planning for business owners 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 II income and estate tax planning strategiesf for 2012 II909 Tax outlook for 2012 and beyond II Tax rates, schedules, and contribution limits II900 Health-care reform and its impact on investors II890 Client seminar Saving for college Benefits of the Corporate 529 plan Investor education Estate planning: Want to help a grandchild with college costs? ED for America: Plan brochure ED101 Sales tools College calculator and proposal generator putnam.com Gift certificate card/ envelope Prospecting postcard ED103 Benefits of the Corporate 529 plan ED scholarship account ED108, ED launch poster ED109 Building a successful retirement Roth conversions Client seminars 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 Sales tools Roth Conversion Evaluator, Stretch, RMD, and 72(t) calculators putnam.com IRA worksheet IR666 Using FreeERISA SI610 Retirement plan guide IR759 VA (Hartford) Client seminars 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 leadership SU525 Real returns of CDs vs. stocks II514 Not all pieceses may be approved for use at all firms.

3 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. Access to financial industry experts Chris Hennessey, J.D., CPA* Faculty Director, Babson College School of Executive Education. Chris has extensive consulting experience in finance, taxes, and estate planning. Dennis Moseley-Williams* Dennis s presentations focus on field-tested strategies that help advisors attract highvalue clients and run efficient and profitable practices. William Cass, CFP Retirement Products Marketing Manager, Putnam Retail Management. Bill focuses specifically on IRA, retirement income, and wealth management. Don Connelly* One of the most successful advisors to the wealth management industry, Don s career on Wall Street spans nearly 40 years. CE-approved financial planning coursework through Putnam Institute. Members of the Putnam Business Advisory Group, Putnam s National Speaking Bureau. 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

4 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

5 A wide range of investment options Tax-free income funds AMT-Free Municipal Fund Arizona Tax Exempt Income Fund California Tax Exempt Income Fund Massachusetts Tax Exempt Income Fund PPNAX PTAZX PCTEX PXMAX Absolute return funds Absolute Return 100 Fund Absolute Return 300 Fund Absolute Return 500 Fund Absolute Return 700 Fund PARTX PTRNX PJMDX PDMAX Michigan Tax Exempt Income Fund Minnesota Tax Exempt Income Fund New Jersey Tax Exempt Income Fund New York Tax Exempt Income Fund Ohio Tax Exempt Income Fund Pennsylvania Tax Exempt Income Fund Tax Exempt Income Fund Tax Exempt Money Market Fund Tax-Free High Yield Fund PXMIX PXMNX PTNJX PTEIX PXOHX PTEPX PTAEX PTXXX PTHAX Blend funds Asia Pacific Equity Fund Capital Opportunities Fund Capital Spectrum Fund Emerging Markets Equity Fund Equity Spectrum Fund Europe Equity Fund Global Equity Fund International Capital Opportunities Fund PAPAX PCOAX PVSAX PEMMX PYSAX PEUGX PEQUX PNVAX Taxable income funds International Equity Fund POVSX American Government Income Fund PAGVX Investors Fund PINVX Diversified Income Trust PDINX Multi-Cap Core Fund PMYAX Floating Rate Income Fund PFLRX Research Fund PNRAX Global Income Trust High Yield Advantage Fund High Yield Trust Income Fund Money Market Fund Short Duration Income Fund U.S. Government Income Trust PGGIX PHYIX PHIGX PINCX PDDXX PSDTX PGSIX Global sector funds Global Consumer Fund Global Energy Fund Global Financials Fund Global Health Care Fund Global Industrials Fund Global Natural Resources Fund PGCOX PGEAX PGFFX PHSTX PGIAX EBERX Growth funds Global Sector Fund PPGAX Growth Opportunities Fund POGAX Global Technology Fund PGTAX International Growth Fund Multi-Cap Growth Fund PINOX PNOPX Global Telecommunications Fund Global Utilities Fund PGBZX PUGIX Small Cap Growth Fund Voyager Fund PNSAX PVOYX Asset allocation funds Dynamic Risk Allocation Fund PDREX Value funds Convertible Securities Fund Equity Income Fund George Putnam Balanced Fund International Value Fund Multi-Cap Value Fund PCONX PEYAX PGEOX PNGAX PMVAX Dynamic Asset Allocation Balanced Fund Dynamic Asset Allocation Conservative Fund Dynamic Asset Allocation Growth Fund PABAX PACAX PAEAX The Putnam Fund for Growth and Income PGRWX Retirement Income Lifestyle funds Small Cap Value Fund PSLAX Retirement Income Fund Lifestyle 1 PRMAX Retirement Income Fund Lifestyle 2 PRYAX Retirement Income Fund Lifestyle 3 PISFX

6 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. A diverse client base Assets under management as of March 31, 2012: $124 BILLION A strong corporate parent U.S. Retail International U.S. Defined Contribution 6% 14% 13% 18% 21% 60% 62% Incorporated in 1925, based in Montreal More than $500 billion in assets and assets under management as of March 31, 2012 North American Institutional 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. Robert L. Reynolds President and Chief Executive Officer Putnam Investments

7 putnam.com putnamperspectives.com facebook.com/putnaminvestments For more information on any Putnam fund or product, please call our Dealer Marketing Services hotline twitter.com/putnamtoday absolutereturnblog.com rothirablog.com youtube.com/putnaminvestments linkedin.com/company/putnam-investments

8 Important phone numbers Marketing Services Dealer Marketing Services (k) Sales Literature Hotline Registered Investment Advisors Support Services Financial advisors Shareholder services College savings Retirement plans Insurance products Financial advisors Hartford contract holders Allstate contract holders Offshore funds 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. A BALANCED APPROACH Since 1937, when George Putnam created a diverse mix of stocks and bonds in a single, professionally managed portfolio, Putnam has championed the balanced approach. A WORLD OF INVESTING Today, we offer investors a world of equity, fixedincome, 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. 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 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. FOR DEALER USE ONLY. Not for public distribution. Putnam Retail Management SU /12 One Post Office Square Boston, MA putnam.com