Adrian H. Chan, CFA

Portfolio Manager

Mr. Chan is a Portfolio Manager in the Global Asset Allocation (GAA) group. He is responsible for tactical asset allocation decisions in the group, as well as derivatives and volatility strategies, including tail-risk hedging. In addition, Mr. Chan assists in portfolio construction for U.S. stock selection processes and leads efforts in custom indexing. His work also contributes to Putnam’s Capital Markets Outlook. Mr. Chan has been in the investment industry since he joined Putnam in 2003. After leaving in 2006 to complete his M.B.A., he rejoined the firm in 2008.

Mr. Chan is a Portfolio Manager of Putnam Dynamic Asset Allocation Funds (Balanced, Conservative, and Growth); Putnam Multi-Asset Income Fund; Putnam Retirement Advantage Funds; Putnam Sustainable Retirement Funds; and Putnam 529 for America. Previously at Putnam, he served as an Analyst, an Investment Associate, and an Intern in the GAA group.

Mutual Funds

Fact sheet Annual Semi annual
Dynamic Asset Allocation Balanced Fund
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 144 funds in the Conservative Allocation category.
10-year Morningstar RatingTM among 99 funds in the Conservative Allocation category.
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 304 funds in the Moderately Aggressive Allocation category.
10-year Morningstar RatingTM among 222 funds in the Moderately Aggressive Allocation category.
Multi-Asset Income Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2025 Trust
Retirement Advantage 2030 Fund
Overall Morningstar RatingTM among 194 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2030 category.
Retirement Advantage 2030 Trust
Overall Morningstar RatingTM among 194 funds in the Target-Date 2030 category.
10-year Morningstar RatingTM among 103 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Overall Morningstar RatingTM among 185 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2035 category.
Retirement Advantage 2035 Trust
Overall Morningstar RatingTM among 185 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 102 funds in the Target-Date 2035 category.
5-year Morningstar RatingTM among 178 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2040 category.
Retirement Advantage 2040 Trust
Overall Morningstar RatingTM among 188 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 103 funds in the Target-Date 2040 category.
5-year Morningstar RatingTM among 179 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Overall Morningstar RatingTM among 185 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2045 category.
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 185 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 102 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 178 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Overall Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 103 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 179 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Overall Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
Retirement Advantage 2055 Trust
Overall Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 84 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 178 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Overall Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
Retirement Advantage 2060 Trust
Overall Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
Retirement Advantage 2065 Fund
Retirement Advantage 2065 Trust
Retirement Advantage Maturity Fund
Retirement Advantage Maturity Trust
Overall Morningstar RatingTM among 142 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 82 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 132 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 142 funds in the Target-Date Retirement category.
Sustainable Retirement 2025 Fund
Sustainable Retirement 2030 Fund
3-year Morningstar RatingTM among 194 funds in the Target-Date 2030 category.
Sustainable Retirement 2035 Fund
3-year Morningstar RatingTM among 185 funds in the Target-Date 2035 category.
Sustainable Retirement 2040 Fund
3-year Morningstar RatingTM among 188 funds in the Target-Date 2040 category.
Sustainable Retirement 2045 Fund
3-year Morningstar RatingTM among 185 funds in the Target-Date 2045 category.
Sustainable Retirement 2050 Fund
Overall Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 103 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 186 funds in the Target-Date 2050 category.
Sustainable Retirement 2055 Fund
Overall Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 84 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2055 category.
Sustainable Retirement 2060 Fund
Overall Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 180 funds in the Target-Date 2060 category.
Sustainable Retirement 2065 Fund
Sustainable Retirement Maturity Fund
3-year Morningstar RatingTM among 142 funds in the Target-Date Retirement category.

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