Brett S. Goldstein,CFA

Portfolio Manager

Mr. Goldstein is a Portfolio Manager in the Global Asset Allocation (GAA) group. He is a Portfolio Manager of Putnam Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Dynamic Asset Allocation Equity Fund; Putnam Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam RetirementAdvantage Funds; Putnam RetirementReady® Funds; and Putnam Retirement Income Fund Lifestyle 1. Mr. Goldstein is responsible for the research and implementation of risk and portfolio construction methods across GAA products. He also works extensively with retirement glide path research and GAA target-date funds. Previously at Putnam, he served as an Analyst and an Investment Associate in the GAA group. Mr. Goldstein has been in the investment industry since he joined Putnam in 2010.

Funds managed

Fact sheet Annual Semi annual Compare
Dynamic Asset Allocation Balanced Fund
Overall Morningstar RatingTM among 658 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 424 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 494 funds in the Allocation--30% to 50% Equity category.
10-year Morningstar RatingTM among 267 funds in the Allocation--30% to 50% Equity category.
5-year Morningstar RatingTM among 399 funds in the Allocation--30% to 50% Equity category.
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 308 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 194 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 275 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
Overall Morningstar RatingTM among 259 funds in the Multialternative category.
10-year Morningstar RatingTM among 59 funds in the Multialternative category.
5-year Morningstar RatingTM among 172 funds in the Multialternative category.
3-year Morningstar RatingTM among 259 funds in the Multialternative category.
Retirement Income Fund Lifestyle 1
RetirementReady 2020 Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
RetirementReady 2040 Fund
10-year Morningstar RatingTM among 91 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
10-year Morningstar RatingTM among 73 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
Overall Morningstar RatingTM among 198 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 73 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
RetirementReady 2060 Fund

College Savings Funds

Putnam 529 Age-Based 1998
Putnam 529 Age-Based 1999
Putnam 529 Age-Based 2000
Putnam 529 Age-Based 2001
Putnam 529 Age-Based 2002
Putnam 529 Age-Based 2003
Putnam 529 Age-Based 2004
Putnam 529 Age-Based 2005
Putnam 529 Age-Based 2006
Putnam 529 Age-Based 2007
Putnam 529 Age-Based 2008
Putnam 529 Age-Based 2009
Putnam 529 Age-Based 2010
Putnam 529 Age-Based 2011
Putnam 529 Age-Based 2012
Putnam 529 Age-Based 2013
Putnam 529 Age-Based 2014
Putnam 529 Age-Based 2015
Putnam 529 Age-Based 2016
Putnam 529 Age-Based 2017
Putnam 529 Age-Based 2018
Putnam 529 Age-Based 2019
Putnam 529 Age-Based Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Equity Income
Putnam 529 Fixed Income Absolute Return
Putnam 529 Government Money Market
Putnam 529 Growth
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Multi-Asset Absolute Return
Putnam 529 Small Cap Value

Blog posts

Actively targeting inflation risk for retirement savers

2/21/2019

We explain why a dynamic approach to hedging inflation risk in a target-date fund may be a better way to protect a retirement nest egg.


Calibrate equity allocations with higher savings rates

10/17/2018

Evidence of higher savings rates by plan participants make it reasonable to consider lower equity allocations across the glide path of target-date funds.


How to plan more rationally for longevity risk

9/6/2018

Longevity risk — the possibility outliving one's money in retirement — is a genuine risk, but data suggests that many people overestimate its likelihood.