Adrian Chan, CFA

Adrian Chan is senior vice president and head of quantitative investments for Franklin Templeton Investment Solutions. He is responsible for leading the team’s research efforts in quantitative asset allocation, systematic equity strategies and portfolio construction as well as quantitative equity portfolio management and solutions research. As a portfolio manager for the team’s target-date, traditional asset allocation and multi-asset income strategies, he is responsible for tactical asset allocation decisions as well as derivatives and volatility strategies, including tail-risk hedging.

Most recently Mr. Chan served as a portfolio manager within the Global Asset Allocation group at Putnam Investments. He joined Putnam Investments in 2003 where he held various roles including analyst, investment associate and intern. When Putnam Investments merged with Franklin Templeton its Global Asset Allocation group combined with Franklin Templeton Investment Solutions.

Mr. Chan holds a bachelor of arts degree in applied mathematics from Harvard University and an MBA from The Wharton School at the University of Pennsylvania, where he focused on finance and entrepreneurial management. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Society of Boston.