
Research Affiliates ("RA") is a global leader in
innovative investing and asset allocation strategies. Dedicated
to solving complex investment issues, we create innovative
strategies that respond to the current needs of the market.
Our competitive
edge is the strength of our research and product development
capability led by Robert Arnott and Jason
Hsu, PhD. Arnott
and Hsu are supported by a talented team of researchers,
most of whom have advanced degrees from top-ranked schools
and additional professional certifications such as the
Chartered Financial Analyst (CFA) and Financial
Risk Manager (FRM) designations. Success is defined
by our ability to exceed client expectations in providing
innovative, strong risk-adjusted return portfolios.
Leveraging
its strong research focus, RA distributes products in partnership
with some of the world's leading financial institutions.
These affiliations take the form of licensing agreements, sub-advisory services, and direct asset management.
RA was
founded in 2002 by Robert Arnott, a renowned innovator
in investment theory and practice. The firm is majority
employee-owned and has a professional and support staff of more than 60 employees. The firm’s strategic direction is guided by its Management Committee.
RA offers advisory services, sub-advisory
services, and custom solutions to meet a client's investment
needs.*
As of December 31, 2011, about $87 billion in assets are managed worldwide using investment
strategies developed by RA.
RA operates
worldwide from its base in California.

*Not all of our products are appropriate or available
to all investors.
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