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!
Employee 401(k) Education Has Changed, Has Yours? Challenge Conventional Thinking To Change Outcomes
Student Loan Debt: Framing The Challenges & Solutions
ESG Investments: Should They Have A Place In 401(k) Investment Menus?
How To Reset The HSA Plan Conversation With Your Employees
Become An Employer of Choice With Financial Wellness: Three High Value, But Low Cost Impactful Strategies
Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans
Avoid These Five Common 401(k) Fiduciary Fumbles
401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness
Summer Hiatus - Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
Surveying Employer 401(k) Plan Attitudes & Decisions
Where Does Your 401(k) Fit In Benefits Open Enrollment?
What If You Are A Good Fiduciary With Bad Governance?
Workplace Financial Wellness: All Systems Go Or Failure To Launch?
Target Date Funds & 401(k) Plans: Morningstar Research on Tactics, Trends & One Trillion
Why Your 401(k) Isn’t Free: The Cost of Protection, Innovation & Trains Running on Time
The Fiduciary Rule Wipeout: Fred Reish Shares What Happens & What's Next
Is Your Retirement Plan Calculator Correctly Calculating Your Retirement?
Target Date Funds & Managed Account In 401(k) Plans: Go Together Like Oil & Water or Peanut Butter & Jelly?
Top Ten Workplace Retirement Plan Administration Mistakes: What They Are, Why They Happen & How To Fix Them!
Are You Playing Too Much 401(k) Fiduciary Defense? How To Tell And Why It's Time To Play Offense!
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money