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 688 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 444 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 605 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 688 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 484 funds in the Allocation--30% to 50% Equity category.
10-year Morningstar RatingTM among 263 funds in the Allocation--30% to 50% Equity category.
5-year Morningstar RatingTM among 391 funds in the Allocation--30% to 50% Equity 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 199 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 284 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 180 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
RetirementReady 2040 Fund
10-year Morningstar RatingTM among 96 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
10-year Morningstar RatingTM among 68 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
10-year Morningstar RatingTM among 78 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
RetirementReady 2060 Fund