Robert J. Schoen

Chief Investment Officer, Global Asset Allocation

Mr. Schoen is Chief Investment Officer, Global Asset Allocation (GAA), and a member of Putnam's Operating Committee. He is responsible for the overall strategy and positioning of Putnam's GAA products. Mr. Schoen oversees the research that drives equity security selection strategies, portfolio construction, and risk management for GAA portfolios. His work also contributes to Putnam's Capital Markets Outlook. Mr. Schoen is a portfolio manager of Putnam Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam Multi-Asset Model Portfolios; Putnam Retirement Advantage Funds; Putnam RetirementReady Funds; Putnam Total Return Fund; and Putnam 529 for America. Previously at Putnam, he served as a Co-Head of GAA, Head of the Quantitative Models group, and as an Analyst for GAA. Mr. Schoen joined Putnam in 1997 and has been in the investment industry since 1990.

Products managed

Fact sheet Annual Semi annual Compare
Dynamic Asset Allocation Balanced Fund
Dynamic Asset Allocation Conservative Fund
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 292 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 183 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2030 Fund
Retirement Advantage 2035 Fund
Retirement Advantage 2040 Fund
Retirement Advantage 2045 Fund
Retirement Advantage 2050 Fund
Retirement Advantage 2055 Fund
Retirement Advantage 2060 Fund
Retirement Advantage 2065 Fund
Retirement Advantage Maturity Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
RetirementReady 2040 Fund
RetirementReady 2045 Fund
RetirementReady 2050 Fund
RetirementReady 2055 Fund
RetirementReady 2060 Fund
RetirementReady 2065 Fund
RetirementReady Maturity Fund

Model Portfolios

Putnam Aggressive Growth Model
Putnam Growth Model
Putnam Balanced Growth Model
Putnam Conservative Growth Model
Putnam Balanced Income Model
Putnam Income Model

College Savings Funds

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 2020
Putnam 529 Age-Based 2021
Putnam 529 Age-Based Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Growth
Putnam 529 Fixed Income Absolute Return
Putnam 529 Government Money Market
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Large Cap Value
Putnam 529 Multi-Asset Absolute Return
Putnam 529 Small Cap Value