Georgia Class C Distribution Plan and Agreement is a comprehensive strategy designed for the distribution of funds between Putnam Mutual Funds Corp and Putnam High Yield Trust II. This agreement outlines the key terms, conditions, and objectives regarding the distribution of investment products, specifically the Class C shares, within the state of Georgia. The Class C Distribution Plan and Agreement aim to provide detailed guidelines and regulations to ensure the smooth and efficient distribution of funds to investors. It encompasses various aspects such as sales charges, redemption fees, marketing strategies, and investor education programs. This plan serves as a roadmap for Putnam Mutual Funds Corp and Putnam High Yield Trust II, ensuring compliance with legal requirements and industry standards. Within the Georgia Class C Distribution Plan and Agreement, there might be different types or variations, depending on specific factors such as market conditions, investor preferences, and targeted demographics. These variations could include: 1. Georgia Class C Distribution Plan for Retail Investors: This plan focuses on retail investors, individuals, and households looking to invest in Class C shares offered by Putnam Mutual Funds Corp and Putnam High Yield Trust II in Georgia. It may offer incentives, such as reduced sales charges or fee waivers, to attract potential investors. 2. Georgia Class C Distribution Plan for Institutional Investors: This plan caters to institutional investors, such as pension funds, endowments, and foundations. It may include specialized marketing strategies tailored to the needs and expectations of institutional investors, ensuring effective distribution and client retention. 3. Georgia Class C Distribution Plan for Financial Advisors: This plan targets financial advisors, brokers, and registered investment advisory firms operating in Georgia. It may offer incentives, training programs, and additional support to financial advisors to promote the distribution of Class C shares to their clients. 4. Georgia Class C Distribution Plan for Retirement Accounts: This plan focuses on the distribution of Class C shares specifically within retirement accounts, such as Individual Retirement Accounts (IRAs) and 401(k) plans. It may offer tax-efficient strategies and educational materials to encourage retirement account holders to invest in Class C shares. Overall, the Georgia Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II aims to facilitate the distribution of Class C shares while ensuring regulatory compliance and investor satisfaction. It provides a framework for different types of distribution plans based on investor profiles, targeting different segments within the Georgia market. By offering a variety of plans, Putnam Mutual Funds Corp and Putnam High Yield Trust II strive to expand their market reach, attract new investors, and optimize investment opportunities.
Georgia Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
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Transaction Details Franklin Templeton will pay approximately $825 million2 in stock consideration up-front at closing and $100 million in cash 180 days after closing for 100% of Putnam.
Founded in 1937, Putnam is a global asset management firm with $136 billion3 in AUM as of April 2023. Putnam has offices in Boston, London, Munich, Tokyo, Singapore and Sydney.
As of September 2023, the Vanguard Group was the world's largest mutual fund company, with around 6.1 trillion U.S. dollars of mutual fund assets under management (AUM). Rounding out the top three were BlackRock inc with 2.3 trillion U.S. dollars of AUM, and Fidelity Investments with 2.2 trillion U.S. dollars of AUM.
Putnam Investments TypeSubsidiaryAUMUS$ 165 billion (October 2022)Number of employees1,700+ParentGreat-West LifecoSubsidiariesPanAgora Asset Management7 more rows
Although Putnam Investments itself is not a public company, GWL and Power are traded on the Toronto Stock Exchange.
The number of mutual funds globally increased from approximately 66,400 in 2009 to approximately 137,892 in 2022.
Franklin Templeton is acquiring Putnam Investments from Great-West Lifeco, a deal that will combine two of the largest asset management firms in the U.S.
Putnam is an active asset manager providing investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. Based in Boston, Putnam also has offices in Europe, Asia and Australia.
Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.
Robert Reynolds serves as the CEO / President of Putnam Investments.
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. The fund has adopted distribution plans (the Plans) with respect to its class ...