Speaker
Brett S. Goldstein, senior vice-president, head, asset allocation, portfolio management, Franklin Templeton Investment Solutions

Brett Goldstein is head of asset allocation portfolio management at Franklin Templeton Investment Solutions. In the role, he oversees a global team of portfolio managers providing multi-asset solutions. His expertise includes managing and developing target risk, target volatility, target-date, multi-asset income, risk parity, absolute return and derivative overlay strategies. Goldstein’s focus has been top-down quantitative asset allocation, risk management and portfolio construction. He’s a member of the investment strategy and research committee and policy portfolio positioning group, which sets asset allocation guidance for FTIS.

Most recently, Goldstein was head of U.S. retirement portfolio management for FTIS, overseeing retirement glide path research and implementation. In addition, he was a portfolio manager for target-date, traditional asset allocation and multi-asset income strategies. Previously, he was the co-chief investment officer for the global asset allocation group at Putnam Investments and a member of the firm's operating committee, directing overall strategy and positioning of the team's offerings. He was also  a portfolio manager for Putnam Investments' target-date, traditional asset allocation, multi-asset income and total return strategies. Goldstein started his career at Putnam Investments in 2010 and has held various roles, including analyst and investment associate within the global asset allocation group. When Putnam Investments merged with Franklin Templeton, its global asset allocation group combined with FTIS. Goldstein holds two bachelor of science degrees in biometry and statistics and finance and a master’s of professional studies in finance, all from Cornell University. He’s a chartered financial analyst charterholder.