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About Us
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.

 

OUR MISSION

Research Affiliates strives to be the preeminent source of innovative products that add value for the global investment community; we succeed by helping others succeed.

CORE VALUES

Excellence: We are committed to being a world-class investment firm.

Ethics: We behave ethically within our business relationships and the broader community.

Client-Centric: We value the success of our clients as much as our own.

Collegial: We show respect and appreciation for our colleagues and clients.

 

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