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 Compare
Dynamic Asset Allocation Balanced Fund
Dynamic Asset Allocation Conservative Fund
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 295 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 221 funds in the Allocation--70% to 85% Equity category.
Retirement Advantage 2025 Fund
Retirement Advantage 2030 Fund
Overall Morningstar RatingTM among 195 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 195 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Overall Morningstar RatingTM among 183 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 183 funds in the Target-Date 2060 category.
Retirement Advantage 2065 Fund
Retirement Advantage Maturity Fund
Sustainable Retirement 2025 Fund
Sustainable Retirement 2030 Fund
3-year Morningstar RatingTM among 195 funds in the Target-Date 2030 category.
Sustainable Retirement 2035 Fund
3-year Morningstar RatingTM among 188 funds in the Target-Date 2035 category.
Sustainable Retirement 2040 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 96 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2040 category.
Sustainable Retirement 2045 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 98 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2045 category.
Sustainable Retirement 2050 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 95 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2050 category.
Sustainable Retirement 2055 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 80 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 188 funds in the Target-Date 2055 category.
Sustainable Retirement 2060 Fund
Overall Morningstar RatingTM among 183 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 183 funds in the Target-Date 2060 category.
Sustainable Retirement 2065 Fund
Sustainable Retirement Maturity Fund

College Savings Funds

Putnam 529 Age-Based 2002
Putnam 529 Age-Based 2003
Putnam 529 Age-Based 2004
Putnam 529 Age-Based 2005
Putnam 529 Age-Based 2006
Putnam 529 Age-Based 2007
Putnam 529 Age-Based 2008
Putnam 529 Age-Based 2009
Putnam 529 Age-Based 2010
Putnam 529 Age-Based 2011
Putnam 529 Age-Based 2012
Putnam 529 Age-Based 2013
Putnam 529 Age-Based 2014
Putnam 529 Age-Based 2015
Putnam 529 Age-Based 2016
Putnam 529 Age-Based 2017
Putnam 529 Age-Based 2018
Putnam 529 Age-Based 2019
Putnam 529 Age-Based 2020
Putnam 529 Age-Based 2021
Putnam 529 Age-Based 2022
Putnam 529 Age-Based 2023
Putnam 529 Age-Based Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Growth
Putnam 529 Core Bond
Putnam 529 Government Money Market
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Large Cap Value
Putnam 529 Small Cap Value

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