Jim Masturzo focuses on global tactical asset allocation. He is responsible for codifying expected return methodologies across all major asset classes. In addition, Jim acts as a product manager for the firm's publicly available asset allocation resources, supporting the clear and accurate communication of Research Affiliates' strategic views and promoting the use of the asset allocation website. He is also involved in RAFI™ strategy development and management, focused primarily on fixed income and commodity strategies.
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.