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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 March 31, 2020, $145 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 create shared success by partnering with colleagues and clients.


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


We own our actions and solve problems.

Statement of Diversity, Inclusion, and Equality

Research Affiliates is committed to diversity in our workforce, an inclusive culture, and equality of opportunity for all.  We believe that promoting an inclusive culture with equal opportunity for all allows us to unlock the benefits of our diversity to achieve better outcomes through a higher collective intelligence.


Investment Beliefs



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