PUTNAM INVESTMENTS LLC
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Investment Advisor
Putnam Investments is based out of Boston. Putnam Investments is a large advisory firm with 554 clients and discretionary assets under management (AUM) of $85,208,444,537 (Form ADV from 2025-01-10). Whalewisdom has at least 107 13F filings, and 284 13G filings
Business Description
Item 4, titled "ADVISORY BUSINESS," serves as a section detailing the firm's advisory operations. Within this section and other disclosures, specific terminology is employed. "Sponsor Firms" may be referred to as "SMA Sponsors" or "Sponsors," and their investment programs as "SMA Programs." The Sponsor Firm for a Non-Discretionary Model Program is designated as a "UMA Sponsor." Furthermore, the model investment portfolios provided under both Discretionary and Non-Discretionary Model Programs are termed "Model Portfolios." This section also includes a subsection on "A. Ownership Structure."
A key component of the advisory business involves affiliated managers, FAV, and ClearBridge, who periodically engage one another to provide investment sub-advisory services to their respective clients. These arrangements are reported in their Form ADV filings and are further elaborated upon in Item 4. Such business relationships can occasionally lead to potential conflicts of interest, or the appearance thereof, between the Advisers and a client, with Item 4 providing additional information on the services of affiliates. Another subsection mentioned within Item 4 is "D. ClearBridge Investment Management Limited (CIML)."
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