- Mike Aked, CFA, Partner and Director of Research for Australia, moves to Melbourne.
- Australia is an important region for the firm with approximately A$20 billion in Australian domiciled assets managed using Research Affiliates strategies as of June 30, 2018.
Newport Beach, California, August 1, 2018—Research Affiliates, LLC, announces today that Mike Aked, CFA, Partner and Director of Research for Australia, has relocated to Melbourne, where he will support the firm’s network of Australian partners and identify new growth opportunities. He will also be involved with strategic initiatives and research around asset allocation for the firm as well as other research initiatives in support of the Australian market.
Founded in 2002 by Rob Arnott and based in Newport Beach, California, Research Affiliates is a global leader in asset allocation, smart beta, and active equity strategies. Through various Australian distribution partners and direct clients, Research Affiliates’ strategies such as the RAFI™ Fundamental Index™ have been available in Australia for 10 years. Of the A$265 billion* in assets managed globally using RA investment strategies, over A$20 billion is in Australia, making it a significant and important region for the firm.
With Mr. Aked based locally, Research Affiliates hopes to create greater impact via our research insights and tools for Australian investors. This move will also facilitate more frequent in-person dialogue among Research Affiliates and asset owners, local consultants, and distribution partners.
"Mike has been an invaluable contributor to Research Affiliates’ growth and success," explains Katy Sherrerd, President and CEO of Research Affiliates. “He brings with him a deep understanding of markets—particularly on the implementation side—as well as our investment beliefs, research processes, core values, and company culture. Further, his experience working at both superannuation funds and global asset managers makes Mike an excellent representative of Research Affiliates as we strive to deepen our involvement with the Australian investment community."
“Surveying the Australian investment landscape, it is truly a very exciting time to be in my home country. Opportunities to make a meaningful impact abound. I look forward to helping increase our presence and to making sure our research and insights are relevant and impactful to Australian investors,” said Mr. Aked.
Mike Aked received a BA with honors in applied mathematics from the University of Sydney, an MS in statistics from the University of Virginia, and an MS in financial mathematics from the University of Chicago. Previously, Mike held positions at Sunsuper, University of Virginia Investment Management Company, and UBS Global Asset Management across four continents. He holds the Chartered Financial Analyst® designation and is a member of both the CFA Society Melbourne and Q-Group Australia.
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About Research Affiliates
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Founded in 2002 and based in Newport Beach, California, Research Affiliates is dedicated to creating value for investors and seeking to have a profound impact on the global investment community through its insights and products. The firm’s investment strategies are built on a strong research base and delivered in partnership with some of the world’s leading financial institutions through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts.
*As of June 30, 2018, an estimated A$265 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.
Neither Research Affiliates, LLC, nor its related entities provide investment advice outside of the United States, Australia, Ireland, and Canada, and do not offer or sell any securities, commodities, or derivative instruments or products. Any such business may only be conducted through registered or licensed entities and individuals permitted to do so within the respective jurisdiction and only in conjunction with the legally required disclosure documents and subject to all legally required regulatory filings and/or exemptions.
The trademarks Fundamental Index™ and RAFI™, and the Research Affiliates™ trademark and corporate name and all related logos, are the exclusive intellectual property of Research Affiliates, LLC, and in some cases are registered trademarks in the United States and other countries. Various features of the Fundamental Index™ methodology, including an accounting data–based noncapitalization data–processing system and method for creating and weighting an index of securities, are protected by various patents, and patent-pending intellectual property of Research Affiliates, LLC. (See all applicable US Patents, Patent Publications, Patent Pending intellectual property and protected trademarks located at https://www.researchaffiliates.com/en_us/about-us/legal.html#patent-trademarks-copyright, which are fully incorporated herein.) Any use of these trademarks, logos, patented, or patent-pending methodologies without the prior written permission of Research Affiliates, LLC, is expressly prohibited. Research Affiliates, LLC, reserves the right to take any and all necessary action to preserve all of its rights, title, and interest in, and to, these marks, patents, or pending patents.
Notice to wholesale clients in Australia:
Research Affiliates, LLC, is exempt from the requirement to hold an Australian financial services license by operation of ASIC Class Ord