John West

John West

CFA
Partner, Head of Client Strategies

John West is head of Client Strategies of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership with some of the world’s premier financial institutions. John oversees Distribution and Marketing, and is responsible for maximizing the investor impact of Research Affiliates’ insights and products. Since joining the firm in 2006, he has led product management and served as one of the primary spokespeople for the firm’s global tactical asset allocation and smart beta strategies. He regularly contributes publications with an emphasis on making the firm’s research more actionable and relevant for clients. John is also a member of the Board of Directors.


Previously, John was vice president of research and senior consultant at Wurts & Associates (now called Verus), a consulting firm on the West Coast for institutional investors. At Wurts, he managed the firm’s overall research effort. John also served as the practice leader in foundation and endowment consulting services.
John holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County. He is also a co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).


John graduated from the University of Arizona with a BS in finance and has 23 years of investment industry experience.


 

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