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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, 2019, $182 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.
Authenticity
We reveal our intentions, speak candidly, and honor our word.
Curiosity
We emphasize learning, seek feedback, and welcome independent views.
Collaboration
We create shared success by partnering with colleagues and clients.
Responsibility
We own our actions and solve problems.
INVESTMENT BELIEFS
