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.
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Alternative beta equity strategies beat market-cap-weighted indices, but they are not created equal, according to this Financial Analysts Journal article by Chow, Hsu, Kalesnik, and Little.
EDHEC letter; RA rebuttal
Debt, deficits, and demographics will lead to high inflation rates, costly credit, low growth rates, and weakening developed country currencies, Jason Hsu writes in a new white paper.
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