Brett S. Goldstein,CFA

Portfolio Manager

Mr. Goldstein is a Portfolio Manager in the Global Asset Allocation (GAA) group. He is responsible for the research and implementation of risk and portfolio construction methods across GAA products. Mr. Goldstein also works extensively with retirement glide path research and GAA target-date funds. He 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 Retirement Advantage Funds; Putnam RetirementReady Funds; Putnam Total Return Fund; and Putnam 529 for America. Previously at Putnam, Mr. Goldstein served as an Analyst and an Investment Associate in the GAA group. He has been in the investment industry since he joined Putnam in 2010.

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 303 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 188 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
Retirement Advantage 2025 Trust
Retirement Advantage 2030 Trust
10-year Morningstar RatingTM among 82 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Trust
10-year Morningstar RatingTM among 83 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Trust
10-year Morningstar RatingTM among 82 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 82 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 192 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 75 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Trust
10-year Morningstar RatingTM among 54 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Trust
Retirement Advantage 2065 Trust
Retirement Advantage Maturity Trust
Overall Morningstar RatingTM among 139 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 75 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 116 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 139 funds in the Target-Date Retirement category.
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

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.