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• Boston mutual fund votes show limits to reform.

  - 2004-09-05

  By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Sep. 5--When corporate America came looking for raises last year, Boston's largest mutual funds routinely turned them down, voting in hundreds of cases against lucrative stock and options packages for senior executives, ...

  Tags: Benefits, Boston, Boston Globe, director, Fidelity Investments, FINANCE, Investment, Putnam, shareholder, stock

• Troubled Mutual-Fund Company Putnam Investments to Cut Investor Fees.

  - 2004-01-28

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Jan. 28--Looking to repair its damaged reputation, Putnam Investments said it will cut the fees it charges investors and disclose more information about how portfolio managers are paid. The...

  Tags: Benefits, Boston Globe, FINANCE, investment, investor, Putnam

• Putnam Investments to Impose Fees to Discourage Market-Timing Behavior.

  - 2004-01-06

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Jan. 6--Putnam Investments will begin imposing a stiff, 2 percent fee on investors who buy and then sell shares in its mutual funds within a five-day period, as part of a broader...

  Tags: Benefits, Boston Globe, FINANCE, Investment, investor, Putnam, trader

• Mutual Funds Linked to Trading Scandals Took Hard Hits in November.

  - 2003-12-30

  By Jeffrey Krasner, The Boston Globe Knight Ridder/Tribune Business News Dec. 30--Mutual funds that were tainted by the trading scandals of 2003 have suffered dramatic outflows of assets, according to a consultant's estimates for the month of November. Among...

  Tags: asset, Benefits, Boston Globe, FINANCE, Investment, Janus Capital Group Inc., Putnam, SEC

• Mutual-Fund Scandal Claims Nine More Employees of Boston's Putnam Investments.

  - 2003-12-17

  The Boston Globe Knight Ridder/Tribune Business News Dec. 17--Nine more Putnam Investments employees were dismissed yesterday for improper trading in company mutual funds after reviews of 12,700 present and former Putnam employees were conducted by the company's management and its independent...

  Tags: analyst, Benefits, Boston Globe, FINANCE, Investment, Putnam, SEC

• Putnam Investments Sees Assets Drop by $14 Billion in Wake of Scandal.

  - 2003-11-11

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Nov. 11--Putnam Investments' assets under management fell by a hefty $14 billion during the first week of November, indicating a much larger run of investors withdrawing money from the troubled mutual fund...

  Tags: advertisement, asset, Benefits, Boston Globe, FINANCE, Investment, investor, MARKETING, Marsh, Putnam

• Putnam Investments Names New Chief in Light of Scandal.

  - 2003-11-04

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Nov. 4--Charles "Ed" Haldeman Jr. is getting to be an old hand at fixing broken investment firms. Yesterday, Haldeman was named chief executive of Putnam Investments, replacing Lawrence J....

  Tags: Benefits, Boston, Boston Globe, CEO, FINANCE, Investment, Marsh, Putnam

• Marsh & McLennan CEO to Respond to Allegations at Investment Firm Division.

  - 2003-11-01

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Nov. 1--Marsh & McLennan Cos. chief executive Jeffrey W. Greenberg will be in Boston Monday to confront the growing scandal involving the giant brokerage firm's mutual fund unit, Putnam Investments. ...

  Tags: Benefits, Boston Globe, FINANCE, Investment, Massachusetts, Putnam, stock

• Federal Prosecutors Join Boston-Based Mutual Fund Probe As Investors Pull Out.

  - 2003-10-31

  By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Oct. 31--Federal prosecutors in New York and Boston have joined the probe into trading practices at Putnam Investments, according to company officials and people involved in in the investigation, raising the...

  Tags: attorney, Benefits, Boston Globe, FINANCE, Investment, Massachusetts, Putnam

• Investors May Have Mutual Fund Questions in Light of Problems at Boston Firm.

  - 2003-10-31

  By Scott Bernard Nelson, The Boston Globe Knight Ridder/Tribune Business News Oct. 31--Investigations into abusive trading practices at mutual fund companies have led to resignations, dismissals, and charges of fraud at top mutual fund houses, including Putnam Investments in Boston. Yesterday,...

  Tags: Benefits, Boston Globe, FINANCE, Investment, investor, Putnam