Putnam

Putnam Investments’ VisualizerSuite Receives Industry Award for Advisor Value-Added Programs in DCIO Market

Retrieved on: 
Thursday, October 12, 2023

Putnam Investments announced today that its VisualizerSuite won the WealthManagement.com award for best advisor value-added program from a defined contribution investment only (DCIO) provider.

Key Points: 
  • Putnam Investments announced today that its VisualizerSuite won the WealthManagement.com award for best advisor value-added program from a defined contribution investment only (DCIO) provider.
  • This press release features multimedia.
  • “This award is reflective of Putnam’s unyielding dedication to providing advisors and consultants with unique insight as they develop critical strategies to help guide their clients to address their long-term financial and retirement needs,” said Steve McKay, Head of Global DCIO and Institutional Management for Putnam Investments.
  • VisualizerSuite is part of a broader digital commitment by Putnam to the DCIO and broader financial advisor community.

SLC Management appoints Senior Managing Director for High-Net-Worth

Retrieved on: 
Thursday, September 21, 2023

WELLESLEY, Mass., Sept. 21, 2023 /PRNewswire/ - SLC Management, the US$273B (C$361B) institutional fixed income and alternatives asset manager, is pleased to announce that Michael Schnitman has been appointed to Senior Managing Director, High-Net-Worth, SLC Management, effective immediately.

Key Points: 
  • WELLESLEY, Mass., Sept. 21, 2023 /PRNewswire/ - SLC Management, the US$273B (C$361B) institutional fixed income and alternatives asset manager, is pleased to announce that Michael Schnitman has been appointed to Senior Managing Director, High-Net-Worth, SLC Management, effective immediately.
  • "I'm delighted to welcome Michael to SLC Management," said Steve Peacher, President, SLC Management.
  • Since then, the SLC Management group of companies has begun marketing alternative investment products and solutions through AAM's distribution platform.
  • Over time, SLC Management hopes to expand into the HNW markets in Canada and Asia.

The New Flat Rate continues evolution of pricing software with new upgrades

Retrieved on: 
Wednesday, September 20, 2023

DALTON, Ga., Sept. 20, 2023 /PRNewswire/ -- As part of their commitment to providing the highest-quality pricing solution to contractors, The New Flat Rate, the No. 1 price generating software for home service contractors, announces a series of new upgrades that further enhance how contractors serve their customers.

Key Points: 
  • 1 price generating software makes proactive updates to enhance client and customer experience, increase profits
    DALTON, Ga., Sept. 20, 2023 /PRNewswire/ -- As part of their commitment to providing the highest-quality pricing solution to contractors, The New Flat Rate , the No.
  • 1 price generating software for home service contractors, announces a series of new upgrades that further enhance how contractors serve their customers.
  • The new upgrades are the most recent step in The New Flat Rate's evolution as they continue to seek ways to improve the selling process and customer service for home service contractors across the nation.
  • For more information about The New Flat Rate, please visit https://thenewflatrate.com/ .

Caseware International to sponsor PGA TOUR Golfers Andrew Putnam and Adam Schenk

Retrieved on: 
Thursday, June 15, 2023

TORONTO, June 15, 2023 /PRNewswire/ - Caseware International , a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced a sponsorship with professional golfers Andrew Putnam and Adam Schenk.

Key Points: 
  • TORONTO, June 15, 2023 /PRNewswire/ - Caseware International , a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced a sponsorship with professional golfers Andrew Putnam and Adam Schenk.
  • Putnam and Schenk represent the strong field of talent on the PGA TOUR, both with impressive tournament resumes.
  • "This partnership signifies a mutual commitment to excellence, innovation, and a shared passion for the sport," says PGA TOUR golfer, Andrew Putnam.
  • Aligning with top-tier athletes like Andrew Putnam and Adam Schenk demonstrates our commitment to excellence in business, sportsmanship, and athletic achievement."

The New Flat Rate empowers contractors with business growth tools during Freedom Builders Mastermind

Retrieved on: 
Friday, May 12, 2023

DALTON, Ga., May 12, 2023 /PRNewswire/ -- The New Flat Rate, the No. 1 price generating software for home service contractors, showcased their dedication to contractors during their annual Freedom Builders Mastermind by helping business owners develop key strategies to overcome their pain points and establish financial freedom.

Key Points: 
  • 1 price generating software for home service contractors, showcased their dedication to contractors during their annual Freedom Builders Mastermind by helping business owners develop key strategies to overcome their pain points and establish financial freedom.
  • "Freedom Builders Mastermind is built differently than any other event out there," said Matt Koop, vice president of The New Flat Rate.
  • When our attendees left Freedom Builders Mastermind, we were confident that they did so with powerful tools that will drive their revenue up over the next 12 months."
  • "Making the lives of contractors easier while also helping them gain financial freedom has always been a primary goal for The New Flat Rate," said Putnam.

A rise in self-service technologies may cause a decline in our sense of community

Retrieved on: 
Tuesday, April 25, 2023

Automation, once hidden behind closed doors in factories, is increasingly moving into public view.

Key Points: 
  • Automation, once hidden behind closed doors in factories, is increasingly moving into public view.
  • Customers can pay for groceries or clothing at a self-checkout machine, order fast food from a touchscreen kiosk or even pickup coffee from a “robo-café.” These technologies, which substitute human contact for robot-based interactions, are examples of self-service technologies — innovative public-facing automation which “enable customers to perform entire services on their own without direct assistance from employees.” While self-service technologies have the potential to improve efficiency, reduce costs and improve user experience, these technologies raise complex economic and political questions.

Politics and exposure

    • Experiences with strangers can shape how we define our community and politics.
    • How does a dental office receptionist feel about universal dental care, or a corner store clerk about crime rates?
    • However fleeting, exposure to people outside of your own socio-demographic groups affect attitudes positively.
    • Existing research demonstrates that “actual face-to-face interaction…typically reduces intergroup prejudice.” Exposure effects are also related to how we position ourselves within the world when compared to others.

Identity and social interaction

    • We build our sense of civic identity and opinions about government through social interactions.
    • Our social capital — which Putnam defines as the overarching belief about society that facilitates co-operation — diminishes when we lose opportunities to engage with people outside of our regular social networks.
    • This decline in social capital can be traced to changes in work and society more generally.

Exacerbates inequality

    • The impact of public-facing automation on social inequality also requires further study.
    • As public-facing automation shifts workers away from public view, wages which reflect professional skill and customer service expectations may disappear.

Putnam Investments to Hold Webcast for Closed-End Funds

Retrieved on: 
Tuesday, April 25, 2023

Putnam Investments announced today that it will hold a webcast on Tuesday, May 2 at 1 p.m.

Key Points: 
  • Putnam Investments announced today that it will hold a webcast on Tuesday, May 2 at 1 p.m.
  • ET, for the following Putnam closed-end fund strategies:
    Putnam Managed Municipal Income Trust (NYSE: PMM)
    Putnam Master Intermediate Income Trust (NYSE: PIM)
    Putnam Municipal Opportunities Trust (NYSE: PMO)
    Putnam Premier Income Trust (NYSE: PPT)
    During the webcast , portfolio manager Paul M. Drury, CFA will provide updates on the municipal bond market, including thoughts on municipal technical metrics, and discuss the current performance and positioning of Putnam Managed Municipal Income Trust and Putnam Municipal Opportunities Trust.
  • The webcast will also feature Albert Chan, CFA, Head of Portfolio Construction, and a portfolio manager of Putnam Master Intermediate Income Trust and Putnam Premier Income Trust, who will provide an update on the fixed income markets.
  • He will discuss economic trends for multi-sector fixed income strategies and current performance and positioning of Putnam Master Intermediate Income Trust and Putnam Premier Income Trust.

Commercial Real Estate Veteran Launches New Company: Fisher James Capital

Retrieved on: 
Thursday, April 6, 2023

SAN FRANCISCO, April 6, 2023 /PRNewswire/ -- Today, San Francisco-based commercial real estate brokerage team led by Putnam Daily launches Fisher James Capital, a new company focused on net lease investment brokerage and capital placement.

Key Points: 
  • SAN FRANCISCO, April 6, 2023 /PRNewswire/ -- Today, San Francisco-based commercial real estate brokerage team led by Putnam Daily launches Fisher James Capital, a new company focused on net lease investment brokerage and capital placement.
  • Fisher James Capital offices in the Presidio in San Francisco with partners in Silicon Valley and the East Bay.
  • Specializing in leased investment brokerage, the partners represent private and institutional capital clients on the disposition and acquisition of single and multi-tenant commercial properties nationwide.
  • On the brokerage side, Lindsey Snider and Vahe Nokhoudian join Putnam Daily at Fisher James Capital.

Morgan Stanley Announces a Successful Year of “The Equity Collective” a Diversity-Driven Collaboration Between 27 Wealth and Asset Management Firms

Retrieved on: 
Monday, March 6, 2023

One year later, the 27-member group is proud to announce the successes of the program and their re-dedication to a multi-year commitment.

Key Points: 
  • One year later, the 27-member group is proud to announce the successes of the program and their re-dedication to a multi-year commitment.
  • Since launching in 2022, the Equity Collective has led more than 100 events, engaging with students through partners at Boys & Girls Clubs of America (BGCA), hellohive , and Team IMPACT .
  • “We’re proud of the work we’ve done this past year – but we’ve only scratched the surface,” said Andy Saperstein, Co-President of Morgan Stanley and Head of Morgan Stanley Wealth Management.
  • “The only way to make a significant impact is through highly collaborative leadership and that is what Putnam and other leading firms have signed on to do."

Putnam Investments Receives DALBAR’s Total Client Experience Award

Retrieved on: 
Wednesday, February 22, 2023

DALBAR is delighted to announce that Putnam Investments has received the Total Client Experience Award for 2022.

Key Points: 
  • DALBAR is delighted to announce that Putnam Investments has received the Total Client Experience Award for 2022.
  • This award recognizes Putnam for providing clients with exceptional support through telephone interactions, subsequent processing and any necessary follow-ups.
  • “Putnam Investments is a well-established leader in customer service, but the Total Client Experience Award speaks to an even greater breadth of excellence.
  • Putnam provides award winning service on the phone, and then services the client in an industry-leading fashion behind the scenes.” remarked Cory Clark, Chief Marketing Officer at DALBAR, Inc.
    To earn the Total Client Experience Award, firms must engage in a thorough audit of their telephone service, exceeding rigorous benchmarks in criteria that covers all aspects of the customer experience, including:
    DALBAR awards are recognized in the financial community as the standard of excellence.