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Research Affiliates® (”RA”)
is a research-intensive firm that strives to be the preeminent
source of innovative products that add value for the global
investment community. Two factors distinguish our company:
- Commitment to research that
results in superior investment products, and
- Bringing
innovative products to the marketplace through strategic
affiliations with some of the world’s leading financial
institutions.
In pursuing our mission, we recognize that we succeed by
helping others succeed.
Radical in
its simplicity, RA’s approach to equity index composition
uses fundamental measures of company size, rather than
market capitalization, to weight stocks in an index.
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RA’s
asset allocation strategy augments traditional tactical
asset allocation (pioneered by RA) with alternative
investments such as commodities, emerging markets,
TIPS, and REITs. more… |
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RA’s liability hedging strategy
is designed to aid pensions defease the long-tail liabilities
that drive the asset/liability gap plaguing plan sponsors.
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RA’s tax advantaged portfolio
management optimizes tax treatment of equity portfolios.
Our tax advantaged portfolios apply optimal loss harvesting,
gains management, and other tax minimization strategies
to our Fundamental Index® strategies. more… |
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