ROBERT D. ARNOTT
Chairman, Founder

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected financial analysts.

Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index® approach to indexation.

In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, and more efficient forms of indexation. Research Affiliates distributes investment products globally in partnership with leading financial institutions.

Rob has been a frequent contributor to leading financial journals and books. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review, and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received five Graham and Dodd Scrolls, awarded annually by CFA Institute for best articles of the year. He also has received two Bernstein–Fabozzi/Jacobs–Levy awards from the Journal of Portfolio Management. Rob lectures frequently, has served as a visiting professor at UCLA, and has served on the product advisory board of the Chicago Board Options Exchange and two other exchanges.

An intrepid entrepreneur, Rob managed two important asset management firms before founding Research Affiliates.  As chairman of First Quadrant, LP, he built up the former internal money manager for Crum & Foster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

Management Committee

  Robert Arnott
  Jason Hsu
  Katrina Sherrerd
  Christopher Brightman
  Daniel Harkins
  Michael Larsen
  Feifei Li
  John West