Jim Masturzo leads our asset allocation research and trading team. In this role he oversees both the quantitative modeling used to generate the firm’s tactically managed, multi-asset portfolios and the daily trading efforts related to the firm’s portfolio of asset allocation products. In addition, Jim is responsible for driving the data and analytics available within the firm's public asset-allocation resources, supporting the clear and accurate communication of Research Affiliates' strategic views, and promoting the use of the Asset Allocation Interactive website.
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.