Putnam said the new site (www.putnam.com/advisor) was developed in alignment with its strategy of continuing to expand its web-based technologies to help financial advisers and their clients achieve their financial goals.
“We want to provide advisers with an intuitive, yet highly sophisticated set of customized resources that dynamically integrates and presents data, analysis, and thought leadership,” said Bill Connolly, Head of Global Distribution, Putnam Investments.
The Putnam adviser site builds upon the company’s analytical tool, FundVisualizer, which provides portfolio modeling and side-by-side comparisons of multiple products. On the new site, FundVisualizer can now model entire investment portfolios from a universe of over 11,000 mutual funds and exchange-traded funds (ETFs), as well as provide head-to-head product comparisons.
With the updated version of Putnam FundVisualizer, advisers can choose and package an unlimited number of potential fund holdings, assign specific weightings, and adjust time periods as desired, in order to gain insight into the performance behavior and risk-return trade-offs of customized portfolios and their underlying components. Additionally, advisers can compare separately created portfolios of their own design. The portfolios can utilize Putnam or non-Putnam product solutions.
Along with portfolio modeling capabilities, the new Putnam site will allow the adviser community to join conversations on Putnam’s social media sites, including those on Twitter (http://twitter.com/#!/putnamtoday) and Facebook, (http://www.facebook.com/PutnamInvestments). A feedback component will also be available to advisers visiting the site will be able to rate content, such as portfolio manager commentary. Also, the Web site will provide advisers with a sense of what their peers are viewing most on the site, including what investment issues and client-related topics are of most interest – displayed through a visual “tag cloud.”
The Putnam site will also provide advisers with practice management and thought leadership resources to help in their day-to-day and long-term planning work with clients.