Adrian H. Chan, CFA

Portfolio Manager

Mr. Chan is a Portfolio Manager in the Global Asset Allocation (GAA) group. He is responsible for 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 Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam Retirement Advantage Funds; Putnam RetirementReady 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
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 308 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 222 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2025 Trust
10-year Morningstar RatingTM among 91 funds in the Target-Date 2025 category.
Retirement Advantage 2030 Fund
Retirement Advantage 2030 Trust
Overall Morningstar RatingTM among 200 funds in the Target-Date 2030 category.
10-year Morningstar RatingTM among 94 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 200 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Retirement Advantage 2035 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 88 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Retirement Advantage 2040 Trust
Overall Morningstar RatingTM among 194 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 94 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 87 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 194 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 92 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 168 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Retirement Advantage 2055 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 71 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Retirement Advantage 2060 Trust
Overall Morningstar RatingTM among 185 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 149 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 185 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 144 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 78 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 121 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 144 funds in the Target-Date Retirement category.
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
RetirementReady 2040 Fund
RetirementReady 2045 Fund
10-year Morningstar RatingTM among 87 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
10-year Morningstar RatingTM among 92 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
10-year Morningstar RatingTM among 71 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund
3-year Morningstar RatingTM among 185 funds in the Target-Date 2060 category.
RetirementReady 2065 Fund
RetirementReady Maturity Fund

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