Research Affiliates Expands European Footprint as Head of Equity Research Moves to the Firm’s London Office

  • Research Affiliates expands European presence as Vitali Kalesnik, PhD, Partner and Head of Equity Research, moves to London
  • Research Affiliates relocates its London office to 16 Berkeley Street, London W1J 8DZ, United Kingdom; Telephone: +44 (0) 203 929 9880

NEWPORT BEACH, Calif.--()--Research Affiliates announces today that Vitali Kalesnik, PhD, Partner and Head of Equity Research, has relocated to London where he will join the European team.

Dr. Kalesnik will concentrate on developing a European research agenda and supporting the firm’s business relationships in the region. Concurrently, he will continue to perform his duties as head of equity research and will remain integral to equity-related initiatives emanating from the firm’s Newport Beach, California, headquarters.

"Focusing on factor investing, smart beta, and asset allocation, Vitali has been a key part of the Research Affiliates team for more than 12 years," said Rob Arnott, Chairman and CEO of Research Affiliates. “He brings with him a deep understanding of our research, values, and culture. This makes Vitali an excellent representative of Research Affiliates as we strive to deepen our dialogue with the European investment community."

Lillian Wu, vice president in Product Management, has also moved to London. She will be contributing to Research Affiliates’ European business strategy and local outreach. Ms. Wu will also develop investment insights supporting the firm’s European research agenda.

With both Dr. Kalesnik and Ms. Wu relocating, Research Affiliates aims to create a more meaningful and timely feedback loop between its relationship management, research and product development efforts, and the needs of European investors. Their being based in London will also facilitate more frequent in-person dialogue between Research Affiliates and asset owners, consultants, and partners.

Driven by this expanding footprint, Research Affiliates has moved its London office to a larger space at:

Research Affiliates Global Advisors (Europe) Limited

16 Berkeley Street, London W1J 8DZ, United Kingdom

Telephone: +44 (0) 203 929 9880

“There is definitely a lot of room for growth. I look forward to helping increase our presence in the region and to making sure our research and insights are impactful to a European audience,” said Dr. Kalesnik.

Dr. Kalesnik earned his PhD in economics from the University of California, Los Angeles, where he was a winner of the UCLA Graduate Division Fellowship for the years 2001–2005. Articles he has co-authored with others have been recognized with two Graham and Dodd Scroll Awards, a Financial Analysts Journal Readers’ Choice Award, a William F. Sharpe Indexing Achievement Award, and a Bernstein Fabozzi/Jacobs Levy Award. He speaks fluent English, Russian, and French.

About Research Affiliates

Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Founded in 2002 and based in Newport Beach, California, Research Affiliates is dedicated to creating value for investors and seeking to have a profound impact on the global investment community through its insights and products. The firm’s investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. Research Affiliates delivers solutions in partnership with some of the world’s leading financial institutions through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. As of December 31, 2017, about $205 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

Web: www.researchaffiliates.com

Twitter: @ra_insights

Neither Research Affiliates, LLC, nor its related entities provide investment advice outside of the United States, Ireland, and Canada, and do not offer or sell any securities, commodities, or derivative instruments or products. Any such business may only be conducted through registered or licensed entities and individuals permitted to do so within the respective jurisdiction and only in conjunction with the legally required disclosure documents and subject to all legally required regulatory filings and/or exemptions.

The trademarks Fundamental Index™ and RAFI™, and the Research Affiliates™ trademark and corporate name and all related logos, are the exclusive intellectual property of Research Affiliates, LLC, and in some cases are registered trademarks in the United States and other countries. Various features of the Fundamental Index™ methodology, including an accounting data–based noncapitalization data–processing system and method for creating and weighting an index of securities, are protected by various patents, and patent-pending intellectual property of Research Affiliates, LLC. (See all applicable US Patents, Patent Publications, Patent Pending intellectual property and protected trademarks located at https://www.researchaffiliates.com/en_us/about-us/legal.html#d, which are fully incorporated herein.) Any use of these trademarks, logos, patented, or patent-pending methodologies without the prior written permission of Research Affiliates, LLC, is expressly prohibited. Research Affiliates, LLC, reserves the right to take any and all necessary action to preserve all of its rights, title, and interest in, and to, these.

Contacts

US:
Hewes Communications, Inc.
Tucker Hewes, +1-212-207-9450
hewesteam@hewescomm.com
or
Europe:
JPES Partners
Matt Rogers, +44 (0)20 7520 7624,
ra@jpespartners.com

Contacts

US:
Hewes Communications, Inc.
Tucker Hewes, +1-212-207-9450
hewesteam@hewescomm.com
or
Europe:
JPES Partners
Matt Rogers, +44 (0)20 7520 7624,
ra@jpespartners.com