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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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.
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