Robert J. Schoen

Chief Investment Officer, Global Asset Allocation

Mr. Schoen is Chief Investment Officer, Global Asset Allocation. He is responsible for the overall strategy and positioning of Putnam’s global asset allocation (GAA) products. His responsibilities include the research that drives equity security selection strategies, portfolio construction, and risk management for GAA portfolios. His work contributes to Putnam’s Capital Markets Outlook. In addition, Mr. Schoen is a portfolio manager of Putnam Absolute Return 500 Fund®; Putnam Absolute Return 700 Fund®; Putnam Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Dynamic Risk Allocation Fund; Putnam Low Volatility Equity Fund; Putnam RetirementReady® Funds; Putnam Retirement Income Fund Lifestyle 1; and Putnam’s 529 college savings plan. He is also a member of Putnam’s Operating Committee. Previously at Putnam, Mr. Schoen 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.

Funds managed

Fact sheet Annual Semi annual Compare
Absolute Return 500 Fund
3-year Morningstar rating among 39 funds in the Multialternative category.
Absolute Return 700 Fund
overall Morningstar rating among 39 funds in the Multialternative category.
5-year Morningstar rating among 154 funds in the Multialternative category.
3-year Morningstar rating among 39 funds in the Multialternative category.
Dynamic Asset Allocation Balanced Fund
overall Morningstar rating among 725 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 458 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 664 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 725 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
overall Morningstar rating among 252 funds in the Tactical Allocation category.
10-year Morningstar rating among 69 funds in the Tactical Allocation category.
5-year Morningstar rating among 190 funds in the Tactical Allocation category.
3-year Morningstar rating among 252 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
overall Morningstar rating among 319 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 202 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 284 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 319 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Low Volatility Equity Fund
Retirement Income Fund Lifestyle 1
RetirementReady 2020 Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
5-year Morningstar rating among 124 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
5-year Morningstar rating among 155 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
overall Morningstar rating among 162 funds in the Target-Date 2045 category.
5-year Morningstar rating among 123 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 180 funds in the Target-Date 2050 category.
5-year Morningstar rating among 144 funds in the Target-Date 2050 category.
3-year Morningstar rating among 180 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
overall Morningstar rating among 149 funds in the Target-Date 2055 category.
5-year Morningstar rating among 92 funds in the Target-Date 2055 category.
3-year Morningstar rating among 149 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund

College Savings Funds

Putnam 529 Absolute Return 100
Putnam 529 Absolute Return 300
Putnam 529 Absolute Return 500
Putnam 529 Absolute Return 700
Putnam 529 Age-Based 1996
Putnam 529 Age-Based 1997
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 Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Equity Income
Putnam 529 Government Money Market
Putnam 529 Growth
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Small Cap Value