• aa-hero-1920x226-R2.jpg
  • rafi-hero-1920x226.jpg
  • pubs-hero2-1920x226.jpg
Our Investment BeliefsResearch Affiliates’ central philosophy holds that opportunity arises from long-horizon mean reversion. This conclusion rests on three core beliefs about investors’ preferences, asset prices, and the vital importance of conviction.
What Are We Doing to Our Young Investors?With the growing use of target date funds, young workers’ defined contribution (DC) portfolios are increasingly concentrated in stocks. But in a recession many young workers cash out their DC assets to meet living expenses. A potential solution: less risky starter portfolios.
True Grit: The Durable Low Volatility EffectThere is no assurance that low-risk stocks will continue to produce superior long-term returns. Nonetheless, due to investors’ preferences and managers’ incentives, the outlook remains promising. And the market does not seem to learn from experience.

Receive our latest research via Email

Chris Brightman Introduces Research Affiliates' New Asset Allocation Website​Chris Brightman provides an overview of the new asset allocation website released by Research Affiliates. Chris discusses expectation models and the new interactive tools.​
What "Smart Beta" Means to UsThe controversial term “smart beta” is used so broadly in the marketplace that it risks becoming meaningless. This article describes the characteristics of equity strategies that, in our view, merit the smart beta designation.

Rob Arnott on The Glidepath Illusion​Rob Arnott explains why target-date funds fail to either maximize wealth or minimize uncertainty about future income.

VIEW ALL PUBLICATIONS

Find Our Partners

We select our partners carefully and work closely with them to implement and support our strategies.Learn More