Brett S. Goldstein, CFA

Brett Goldstein is head of multi-asset for Franklin Templeton Investment Solutions (FTIS). In his role, he oversees multi-asset portfolios and leads key investment capabilities, including alternative risk premia, asset class research, and the MosaiQ investment platform. His expertise includes managing and developing target risk, target volatility, target date, multi-asset income, risk parity, absolute return, and derivative overlay strategies. His focus has been top-down quantitative asset allocation, risk management, and portfolio construction. Mr. Goldstein is a member of the Investment Strategy & Research Committee (ISRC) and Policy Portfolio Positioning Group, which sets asset allocation guidance for FTIS.

Most recently, Mr. Goldstein served as head of asset allocation portfolio management, where he led a team of portfolio managers responsible for multi-asset strategies. He also served as head of US retirement portfolio management, overseeing retirement glide path research and implementation in addition to serving as a portfolio manager for target date, traditional asset allocation, and multi-asset income strategies.

Before Franklin Templeton, 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 also served as a portfolio manager of Putnam Investments' target date, traditional asset allocation, multi asset income, and total return strategies. Mr. Goldstein started his career at Putnam in 2010 and also 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.

Mr. Goldstein holds two bachelor of science degrees in biometry and statistics and finance and an MPS in finance, all from Cornell University. He is a Chartered Financial Analyst (CFA) charterholder.