Joseph Shim

Joseph Shim, CFA biography picture

Joseph Shim, CFA

Senior Vice President, Strategy Research, Equity Strategies

Joseph Shim is responsible for research, product design, and analytics of the smart beta strategies of Research Affiliates. Joseph also conducts quantitative research and designs factor-based systematic equity strategies such as RAFI Multi-Factor. He 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 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 Master of Financial Engineering 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.

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