Joseph Shim

Joseph Shim, CFA biography picture

Joseph Shim, CFA

Senior Vice President, Strategy Research, Equity Strategies

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Joseph Shim is responsible for research, product design, and analytics of the smart beta strategies of Research Affiliates. Joseph also conducts quantitative research and designs factor-based systematic equity strategies such as RAFI™ Multi-Factor. He leads the firm-wide effort in designing and implementing new RAFI ESG strategies.

Previously, Joseph designed PIMCO RAE™ systematic active equity strategies including RAE Fundamental, Low Volatility, and Income strategies. In addition, he has co-authored a number of articles published in peer-reviewed journals.

Prior to joining Research Affiliates, Joseph was a risk management consultant at Moody’s Analytics and at Accenture. In his consulting role, he helped major commercial banks innovate business processes and implement Basel II credit risk management and asset-liability management systems.

Joseph has a BS in computer science and industrial engineering from Yonsei University, and Master of Financial Engineering from the UCLA Anderson School of Management.​​ He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

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