OVERVIEW
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 December 31, 2019, $193 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.
Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.
Authenticity
We reveal our intentions, speak candidly, and honor our word.
Collaboration
We create shared success by partnering with colleagues and clients.
Curiosity
We emphasize learning, seek feedback, and welcome independent views.
Responsibility
We own our actions and solve problems.
CENTRAL PHILOSOPHY
The largest and most persistent active investment opportunity is long-horizon mean reversion.
SUPPORTING BELIEFS
- Investor preferences are broader than risk and return.
- Prices vary around fair value.
- Lack of conviction restricts investors from exploiting long-term value.
