Transforming the Global Investment Community for the Benefit of Investors

We are guided by our north star of creating value for investors over a long-term horizon through replicable sources of excess return.


Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.

Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts.

Research Affiliates was founded in 2002 and is based in Newport Beach, California.

As of September 30, 2022, $132 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

Our Mission & Values

Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.



We reveal our intentions, speak candidly, and honor our word.



We emphasize learning, seek feedback, and welcome independent views.



We create shared success by partnering with colleagues and clients.



We own our actions and solve problems.

Research Affiliates is committed to diversity in our workforce, an inclusive culture, and equality of opportunity for all.

We believe that cultivating an inclusive culture with equal opportunity for all allows us to unlock the benefits of diversity to achieve better outcomes through a higher collective intelligence.

We advocate conservation within our operations, support employee-initiated conservation initiatives, and seek to offer well-designed investment strategies that value responsible environmental management.

Research Affiliates is committed to
environmental sustainability.

Our Investment Beliefs

Investors preferences are broader than risk and return.

Prices vary around fair value.

Lack of conviction restricts investors from exploiting long-term value.

The largest and most persistent active investment opportunity is long-horizon mean reversion.

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Our Departments


Research and Investment Management

Product Management

Business Operations




Meet Our Team

Learn About Careers

Meet Our Team

Learn About Careers