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Jim Masturzo

Partner & CIO, Multi-Asset Strategies at Research Affiliates

Jim Masturzo is a partner and CIO of Multi-Asset Strategies of Research Affiliates, a global leader in smart beta, factor investing, and asset allocation. The firm delivers investment solutions around the world in partnership with leading financial institutions. Jim leads the multi-asset investment team that supports the firm’s suite of tactical asset-allocation products. In this role, he oversees portfolio construction and modeling for existing portfolios as well as the 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 firm’s Asset Allocation Interactive website. Jim is a member of the firm’s Investment and Management Committees.

Prior to joining Research Affiliates, Jim worked at Bloomberg specializing in portfolio analytics. In this 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 a 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.​

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