Robert Arnott

Area of Expertise: Asset allocation and innovative indexing

Web Site: http://www.researchaffiliates.com/

Twitter Feed: @RA_Insights

Books: The Fundamental Index: A Better Way to Invest (Wiley 2008).

Topics Presented in Speeches: Asset allocation, global macro and research findings (related to published journal articles)

Email: Arnott@rallc.com

Biography:

Since 1977, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as a provocative practitioner and respected financial analyst. Arnott pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management and the Fundamental Index approach to investing.

Arnott managed two asset management firms before founding Research Affiliates. As chairman of First Quadrant, LP, he built up the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

In 2002, Arnott established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, efficient forms of indexation, and other quantitative strategies. Research Affiliates delivers investment solutions globally in partnership with leading financial institutions.

Arnott has published more than 100 articles in such journals as the Journal of Portfolio Management, the Harvard Business Review, and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Arnott has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute for top Financial Analysts Journal articles of the year. He also has received three Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of “The Fundamental Index: A Better Way to Invest” (Wiley, 2008).

Arnott received a B.S. (summa cum laude) in economics, applied mathematics and computer science from the University of California, Santa Barbara.