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Research Affiliates, LLC strives to be the preeminent source of value-added innovative products for the global investment community.

We focus on research that results in superior investment solutions.

We distribute our products primarily via affiliations with some of the world’s leading institutions.

Overview

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We are best known for our cutting-edge Fundamental Index® and Global Tactical Asset Allocation products:

Fundamental Index strategies use measures of company size, not market capitalization, to select and weight securities. We offer these strategies via equity, bonds, long/short, and REIT indexes.

GTAA strategies allocate funds toward asset classes with the greatest chance of appreciation and away from those most likely to lose value.

We have also developed research and strategies for absolute return, liability-matching, and tax-advantaged investing.

 

A simulated global broad bond index outperforms a cap-weighted aggregate portfolio with improved liquidity and investability, writes Shane Shepherd in the Journal of Indexes

Demographics hold dramatic implications for GDP growth and stock and bond returns in developed markets, Arnott and Chaves write in the Financial Analysts Journal.

The newlywed's dilemma. The 3-D Hurricane means the life, as we knew it, has changed. What should investors do?

View Rob Arnott's conversation with Nobel Prize winner Harry Markowitz.

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Bond index bubble
A new global bond index aims to fix index flaws, SmartMoney says
Weaker prospects Investors must ratchet down expectations Arnott tells WSJ Alternative indexing
Appetite for “smart beta” has barely been scratched, P&I finds
Fallen angels
The flaws of cap-weighted indices are examined in this FT article
For more articles on Research Affiliates, please see In the News.
 

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