SHANE SHEPHERD, Ph.D.
Vice President, Research & Investment Management

Dr. Shane Shepherd conducts quantitative research used to strengthen and expand the Research Affiliates Fundamental Index® concept, and to support the global tactical asset allocation model. He currently focuses on extending the Fundamental Index strategy into fixed income asset classes and bringing investment products based upon this research to the marketplace. He represents the company at conferences or seminars and provides support for our affiliates.

Prior to joining Research Affiliates, Shane served as a research assistant at the University of California, Davis Graduate School of Management, where he investigated issues in behavioral finance, and as a legal assistant at Morrison & Foerster, LLP.

Shane earned his Ph.D. in finance from the University of California, Los Angeles. He holds a Bachelor of Arts degree in political science and philosophy from Duke University.

RA Team

  Robert Arnott
  Jason Hsu
  Katrina Sherrerd

  Michael Bowers
  Doug Gratz
  Daniel Harkins
  David Hennessy
  Vitali Kalesnik
  Jason Kuan
  Dale Kurtz
  Michael Larsen
  Feifei Li
  Jennifer Macha
  Max Moroz
  Shane Shepherd
  Vivek Viswanathan
  John West