🚀 Putnam Advisory Co LLC and Aberdeen Group plc Launch Strategic Collaboration

Focusing on Equity Research Enhancement and Institutional Portfolio Solutions

📅 February 2, 2026
🌍 Boston / London

On February 2, 2026, Putnam Advisory Co LLC (“Putnam”) formally announced the launch of strategic collaboration preparations with UK-based asset management group Aberdeen Group plc (“Aberdeen”).

Amid rising market volatility and increasing structural divergence across global economies, institutional investors now demand stronger drawdown control and more stable long-term performance. Therefore, both firms will focus directly on enhancing research quality, execution discipline, and risk transparency.

👉 Putnam: https://www.putnamadvisoryco.com
👉 Aberdeen: https://www.aberdeenplc.com

🔎 Key Areas of Collaboration

📊 1. Equity Research Alignment

First, both firms will align their macro, sector, and company-level research frameworks. At the same time, they will strengthen earnings-cycle monitoring, valuation discipline, and catalyst tracking systems.

As a result, research output will become more standardized, transparent, and execution-ready.

⚖ 2. Portfolio Construction and Risk Management Enhancement

Next, the collaboration will center on position discipline and systematic portfolio oversight, including:

• Scenario-based stress testing

• Transparent rebalancing rules

• Structured drawdown control mechanisms

Consequently, portfolio management processes will become more reviewable and consistently implemented.

🌍 3. Cross-Regional and Multi-Asset Integration

In addition, the firms will enhance diversification across North American equities and broader global asset allocation strategies.

By reducing exposure to single-market events, portfolios will gain stronger volatility resilience and structural stability.

🧠 4. Institutional Strategy Co-Development

Furthermore, the firms will establish joint working groups and periodic review committees. These teams will coordinate research output, execution standards, and contingency planning.

Through this structured approach, both institutions aim to improve institutional-level delivery consistency and operational efficiency.

🪙 5. Expansion into Multi-Asset Risk Budgeting

Beyond equities, the collaboration will explore incorporating additional asset classes into a unified risk-budget framework, including:

• 🟡 Gold and natural resources

• 📉 Interest rates and credit

• 💱 Foreign exchange

• ₿ Digital assets and derivatives

Accordingly, portfolios may achieve stronger robustness and shock absorption through diversified allocation.

🤖 6. Quantitative Model and Broker Platform Integration

Simultaneously, under strict compliance and information security frameworks, the firms will work toward connecting institutional quantitative signals with broker trading platforms.

This initiative may include:

• Phased entry and exit execution

• Limit order protocols

• Abnormal volatility safeguards

Therefore, signal implementation efficiency, execution consistency, and pre-trade risk control can improve significantly.

🗣 Executive Commentary

Rob Mctutor, Chief Investment Officer of Putnam Advisory Co LLC, stated:

“Markets are accelerating toward institutionalization and regulatory structure. Relying solely on sentiment and intuition no longer supports sustainable long-term returns. We aim to standardize research and risk-control processes, enhance transparency, and make decision-making more replicable. Most importantly, we place drawdown management on equal footing with performance generation.”

🛡 Compliance and Disclosure

Putnam and Aberdeen have completed due diligence and regulatory review procedures and have executed formal cooperation agreements. The collaboration became effective upon signing.

Both firms will continue to release updates through their official communication channels.

⚠ This press release is for informational purposes only. It does not constitute investment advice, an offer, or a guarantee of returns. All investments involve risk, and decisions should be made prudently.

🏢 About Putnam Advisory Co LLC

📍 Headquarters: Boston, United States
📄 SEC Registered Investment Adviser
🔢 CIK: 0000081238
🔢 SEC Adviser No.: 801-5097

Putnam specializes in equity research and institutional portfolio management, with a focus on systematic risk control and disciplined execution.

🏢 About Aberdeen Group plc

📍 Headquarters: United Kingdom
📄 SEC CIK: 0001716774
📈 Listed on the London Stock Exchange (Ticker: ABDN)

Aberdeen provides wealth management and asset management services to individual and institutional clients and operates investment platform services.

📩 Media Contact

📧 clientservices@putnamadvisoryco.com
🌐 https://www.putnamadvisoryco.com