Jim Masturzo
Jim Masturzo is a Partner and Chief Investment Officer of Multi-Asset Strategies at Research Affiliates, where he leads the firm’s tactical asset allocation and cross-asset portfolio management. He oversees portfolio construction, modeling, and the development of new investment strategies, ensuring that both existing and emerging portfolios are optimized for risk-adjusted performance. Masturzo regularly writes and provides insights on capital markets, asset allocation, and investment strategy, and manages the firm’s public-facing resources, including the Asset Allocation Interactive website. In addition, he serves as Co-Portfolio Manager for the PIMCO All Asset and All Asset All Authority funds. Prior to joining Research Affiliates, Masturzo worked at Bloomberg, specializing in portfolio analytics and investment research.
Jim Masturzo Professional Experience / Academic History
Professional Experience
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Partner and Chief Investment Officer of Multi-Asset Strategies
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Portfolio Performance & Risk Analytics Specialist
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Technology Consultant
Academic History
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M.B.A., Finance
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B.S., Electrical Engineering
RESEARCH AFFILIATES
As Chief Investment Officer of Multi-Asset Strategies at Research Affiliates, Jim Masturzo leads portfolio construction and modeling for both existing and newly designed investment strategies.
He regularly provides insights on capital markets, asset allocation, and multi-asset investing, and manages the firm’s public resources, including the widely used Asset Allocation Interactive website.
Masturzo also serves as Co-Portfolio Manager for the PIMCO All Asset and All Asset All Authority funds and is an active member of the firm’s Investment Committee and Management Committee, contributing to strategic decision-making across the organization.
EARLY CAREER
Masturzo began his career as a Technology Consultant at PricewaterhouseCoopers, advising commercial and investment banking clients.
He then served as a Software Development Manager at Equilend, a global leader in securities lending, and as a Managing Consultant for Bridge Strategy Group.
Prior to joining Research Affiliates, he worked at Bloomberg as a Portfolio Performance & Risk Analytics Specialist, advising portfolio managers on performance measurement, attribution, and risk analytics for equity and fixed income portfolios.