Innovation Blog



Driven by commitment to our clients, Putnam has been embracing change and practicing an active, research-intensive approach to investing ever since we launched our first fund in 1937. We are a global asset manager serving individuals, institutions, and retirement plan sponsors, providing investment services across a range of equity, fixed income, absolute return, retirement, and sustainable strategies. Because we recognize and value financial advice, we distribute our services largely through intermediaries via offices and strategic alliances worldwide.


This heritage is one reason why we are thrilled to be in the third year of our founding partnership with the MassChallenge Fintech program.  Technology is clearly driving – and re-shaping – the future of all financial services. Tech not only defines client interaction and influence; it enables continuous product and process innovation that keeps companies flexible and competitive. That’s why we believe we can mutually benefit by partnering through MassChallenge with new startups to solve specific challenges – turning thought-leading visions into practical realities.


Putnam is seeking partnership with the startup community to explore two core themes.

1) Regulatory Innovation

Putnam is seeking a RegTech platform that can enable us to proscriptively analyze and comply with existing, pending and emerging legislation and regulations applicable to our U.S. SEC-registered and Financial Conduct Authority (FCA) regulated investment advisers as well as our registered broker dealer and transfer agent affiliates. The ideal startup would have a strong understanding of product vehicle structures (including U.S. mutual funds, hedge funds and UCITS), applicable regulatory regimes and also possess a technology platform that could leverage metadata about our products and services to make targeted recommendations on changes needed to comply with existing and new legislation and regulations. The platform should address regulatory reporting, risk management, identity management & control, compliance and transaction monitoring.

  • A RegTech platform based on the parameters above that would be limited existing, pending and emerging legislation and regulation applicable to Putnam’s sponsored mutual fund business.  

2) Content Distribution

Our challenge is to find compliant content from multiple workflows across the company and manage in a central repository for further distribution via mobile devices in such a way as to track engagement. 


All of us in financial services are on a journey of a Digital Transformation that will see a core of emerging technologies continue to change how we work. These include: Collaboration, Cloud, Data Analytics, Mobile and Search.  At Putnam, we hope to see FinTech partnerships evolve to enable all of us to succeed by applying tech to deliver clearly better results for our clients.  We really are in this together. We welcome your unique talents and look forward to navigating the digital frontier — together. 

Start your application for MassChallenge FinTech today!

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