Jim Masturzo

Partner and Chief Investment Officer, Multi-Asset Strategies at Research Affiliates

Speaker

Jim Masturzo is Partner and Chief Investment Officer, Multi-Asset Strategies at Research Affiliates. Jim leads the multi-asset investment team that supports the firm's tactical asset allocation product suite. Jim oversees portfolio construction and modeling for existing portfolios as well as design and construction of new strategies. In addition, Jim regularly writes about capital markets and oversees the firm's public asset-allocation resources, specifically the Asset Allocation Interactive webtool. Jim is a member of the Management Committee of Research Affiliates.

Prior to joining Research Affiliates, Jim worked at Bloomberg specializing in portfolio analytics. In that role, Jim advised portfolio managers on best practices related to performance measurement, attribution, and risk analytics for equity and fixed income portfolios.

Jim has a BS in electrical engineering from Cornell University and an MBA from the Duke University Fuqua School of Business. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.