Joseph Shim, CFA

Joseph Shim, CFA

Senior Vice President, Strategy Research, Equities

Joseph Shim, a senior vice president on the Strategy Research|Equities team is responsible for research, product design, and analytics of smart beta investment strategies. In this role, he conducts quantitative research and designs factor-based systematic equity strategies such as RAFI Multi-Factor. Joseph also leads the firm-wide effort in designing and implementing new RAFI ESG strategies.

Previously, Joseph designed PIMCO RAE systematic active equity strategies including RAE Fundamental, Low Volatility and Income strategies. In addition, he has co-authored a number of articles published in peer-reviewed journals.

Prior to joining Research Affiliates, Joseph was a risk management consultant at Moody’s Analytics and, earlier, at Accenture. In his consulting role, he helped major commercial banks innovate business processes and implement Basel II credit risk management and asset-liability management systems.

Joseph has a BS in computer science and industrial engineering from Yonsei University, and a Master of Financial Engineering degree from the UCLA Anderson School of Management.​​ He holds the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Orange County.

Featured Publications