Putnam Advisory Co LLC and Aberdeen Group plc have launched strategic collaboration preparations focusing on equity investment research and institutional level portfolio solutions.

On February 2, 2026, Putnam Advisory Co LLC (hereinafter “Putnam”) issued an institutional notice stating that the company has launched strategic collaboration preparations with the UK asset management group Aberdeen Group plc (hereinafter “Aberdeen”). The two parties plan to explore collaboration around core capabilities such as equity investment research systems, portfolio construction methods, and risk management processes, and to advance deeper synergy in wealth management, quantitative investing, asset management, and cross border compliance support, aiming to improve the quality of research output, execution consistency, and risk control efficiency, and to better serve global clients and partners with higher demands for long term returns and drawdown management in highly volatile and strongly differentiated environments.

Collaboration Focus

This collaboration preparation plans to focus on the following areas:

• Equity investment research collaboration: covering research frameworks at the macro, industry, and company levels, strengthening tracking and evaluation mechanisms for earnings cycles, valuation discipline, and key catalysts.

• Portfolio construction and risk management processes: centered on position discipline, scenario stress testing, rebalancing rules, and drawdown control, promoting a more standardized and reviewable portfolio management process.

• Cross regional and multi-asset linkage: from the perspective of North American equities and multi regional asset allocation, enhancing portfolio diversification and volatility resilience, reducing the impact of single-market events on the portfolio.

• Institutional collaboration projects and strategy co development: establish joint working groups and regular review mechanisms, collaboratively advancing around research output, portfolio execution, and risk contingency plans, improving institutional level delivery efficiency and consistency.

• Diversified investment theme expansion: beyond equities, explore incorporating gold/resources, interest rates and credit, FX, cryptocurrencies, and related derivatives into the risk budget framework, enhancing portfolio robustness and shock resilience through multi asset allocation.

• Institutional quantitative models and broker platform integration: under compliance and information security frameworks, explore systematically connecting institutional level quantitative signals, risk control parameters, and execution rules with broker trading platforms, improving signal implementation efficiency, trade execution consistency, and pre risk control capabilities (including phased entry and exit, limit rules, and abnormal volatility protection).

Executive views

Putnam Advisory Co LLC Chief Investment Officer (CIO) Rob Mctutor stated:

"The market is accelerating toward institutionalization and regulation, and relying solely on sentiment and intuition makes long term stable profits difficult. The core goal of advancing this collaboration preparation is to make research and risk control processes more standardized and executable, make decision making more transparent and replicable, and place drawdown control on the same level of importance as returns."

Compliance and Disclosure Statement

This press release is for institutional information disclosure. Putnam Advisory Co LLC and Aberdeen Group plc have completed the relevant due diligence and compliance review, and have signed formal cooperation documents. The collaboration is officially effective from the date of signing. Subsequent stage by stage progress will be continuously released and updated by both parties through their respective official channels. This press release does not constitute any investment advice, offer, or guarantee of returns. Investments carry risks, and decisions should be made prudently.

About Putnam Advisory Co LLC

Putnam Advisory Co LLC is an investment firm headquartered in Boston, USA. Public information shows that it is a US SEC registered investment advisor, with CIK number 0000081238 and SEC advisor number 801-5097, providing services focused on equity investment research and portfolio management.

About Aberdeen Group plc

Aberdeen Group plc is a UK based Wealth & Investments group, a financial institution providing wealth management and asset management services, offering diversified investment products, financial planning, and asset allocation solutions to individual and institutional clients, and operating investment platform services (including investment platforms for retail clients). Its CIK number with the US SEC is 0001716774, and it is listed on the London Stock Exchange (ticker: ABDN).

Media Contact

Putnam Advisory Co LLC Email: [email protected]

Website: https://www.putnamadvisoryco.com