Professor Richard Sloan, PhD

Director of Investment Research / Academic Advisor

Professor Richard Sloan joined SGA’s Advisory Board in 2018 and joined SGA in a consulting capacity as Director of Investment Research in 2023.  As Director of Investment Research, his consulting relationship and involvement with the Fundamental and Quantitative research teams expands, leveraging his expertise in an effort to further refine SGA’s investment process and incorporate new insights from academia.

 

Professor Sloan is a professor of accounting, finance and business economics at the University of Southern California. He has also served on the faculties of UC Berkeley’s Haas School of Business, University of Michigan’s Ross School of Business and University of Pennsylvania’s Wharton School. While at the University of Michigan, Professor Sloan was the founding director of the John R. and Georgene M. Tozzi Electronic Business and Finance Center. From 2006 to 2009, Sloan was a managing director in equity research at Barclays Global Investors (since acquired by Blackrock). Professor Sloan is a pioneer in the field of quantitative investing. He has served as a consultant to numerous firms in the investment management industry and is a frequent speaker at industry conferences.

 

Professor Sloan’s research focuses on the role of accounting information in investment decisions. His research has received numerous awards, including the American Accounting Association’s Seminal Contributions to the Accounting Literature Award (2016), the American Accounting Association’s Distinguished Contributions to the Accounting Literature Award (2010) and the American Accounting Association’s Notable Contributions to the Accounting Literature Award (2001, 2009). He is the coauthor (with Russell Lundholm) of Equity Valuation and Analysis, now in its fifth edition.  He is also an editor of the Review of Accounting Studies and a member of the Financial Accounting Standards Advisory Council. Professor Sloan holds a PhD in Accounting and Finance from the University of Rochester and a BCom(Hons) from the University of Western Australia.