Robert J. Schoen

Chief Investment Officer, Global Asset Allocation

Mr. Schoen is Chief Investment Officer, Global Asset Allocation, and a member of Putnam's Operating Committee. 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 Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam RetirementReady® Funds; Putnam Retirement Income Fund Lifestyle 1; and Putnam's 529 college savings plan. 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
Dynamic Asset Allocation Balanced Fund
Overall Morningstar RatingTM among 691 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 439 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 603 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 239 funds in the Tactical Allocation category.
10-year Morningstar RatingTM among 63 funds in the Tactical Allocation category.
5-year Morningstar RatingTM among 178 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 322 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 196 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 280 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar RatingTM among 322 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
5-year Morningstar RatingTM among 177 funds in the Multialternative category.
Retirement Advantage 2020 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 Maturity Fund
Retirement Income Fund Lifestyle 1
RetirementReady 2020 Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
10-year Morningstar RatingTM among 69 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
10-year Morningstar RatingTM among 99 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
10-year Morningstar RatingTM among 68 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 142 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
Overall Morningstar RatingTM among 196 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 81 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 156 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
5-year Morningstar RatingTM among 116 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund