It seems like the major themes that are dominating the investment markets are also of great interest to individuals trying to make decisions personally or in their businesses. That isn’t always the case. I couldn’t think of a better person to wade through this with me than a perennial podcast favorite Rob Arnott, Founder and Chairman of Research Affiliates. As usual, Rob packages his enthusiasm, excellent communication, and insights in a way that should help you think through current trends and how they could impact you, your business and even a few items on your 401(k). Hope you enjoy!
Guest BIo
Rob Arnott is founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Investment Committee and the Executive Committee of the board. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.
Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has 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. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.
In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights.
Prior to establishing Research Affiliates, Rob was chair of First Quadrant, LP, which he built up from 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.
Rob has published more than 130 articles in such publications as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, for whom he served as editor in chief from 2002 through 2006. Rob has received eight Graham and Dodd Scrolls, which are awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four 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).
Rob received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 250 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode every other Friday!
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Equities
The Business of Being in the 401(k) Business: What the Future Holds for TPAs
Defending a 401(k) Lawsuit: American Century Case Study
What Do People Really Think About 401(k) Plans?
What's Next For Automatic 401(k) Plan Features & Behavioral Finance?
401(k) Discrimination Testing - Rebroadcast
The Business of Being In the 401(k) Business: Gazing Into the Future
Exploring The Parallel Universe of Nonqualified Deferred Compensation Plans
Guiding Your 401(k) Plan Through Challenging Market Conditions
Will Start-up Fintech Companies Engineer A Better 401(k)?
The Return Of The 401(k) Boogeyman: Jerry Schlichter
Contemporary 401(k) Fiduciary Fundamentals: Jason Roberts
Recession, Bear Market & Yield Curve Inversion: Defining Terms & Offering Perspective
Assessing Stable Value Investments In Not So Stable Times
Rebroadcast - Entrepreneurs & Retirement Plans: Scoping, Selecting & Scaling a Sound Strategy
Collective Investment Trusts & 401(k) Plans: The One Question All Retirement Plans Need To Ask
Tariffs, Interest Rates & Market Volatility: Time to Rethink 401(k) Investment Menu Design?
Block Chain Technology & 401(k): What Is It & How Will It Impact Workplace Retirement Plans?
Governmental Retirement Plans: 401(k) Plans Don't Get All The Attention During National Retirement Security Week
Workplace Retirement Plan Mega Trends
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