As a financial advisor, you are deluged with constant information and market noise. We at Research Affiliates focus on the long run, question conventional thinking, and separate repeatable return sources from the noise. Decades of academic rigor ground our time-tested solutions, tools, and insights that can help you produce better client outcomes.

Products

Why invest in our strategies?

For nearly 20 years, Research Affiliates has partnered with leading asset managers to deliver ETFs and mutual funds.

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Model Portfolios 

How can model portfolios serve you?

Our robust, adaptive, and disciplined approach leads to four diversified portfolios—a launch pad for well-crafted strategic positioning.

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Education

Which tool or insight will benefit you?

Develop clients’ trust, increase understanding, and maximize the value of your advice with our interactive tools and insights.

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Products

Through our ongoing research efforts, we design and evolve innovative and systematic strategies that aim to deliver more-efficient long-term returns and fill gaps in the marketplace.

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PRODUCT OPTIONS

  • ETFs
  • Mutual Funds
  • Targeted Solutions
  • Multi-Factor Solutions
  • Multi-Asset Solutions

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ROB ARNOTT
Founder and Chairman

“We look at investment problems with a fresh eye. Where is conventional wisdom ignoring the lessons of history? Where does it lead investors astray? Where is ‘best practice’ missing the mark? Can we create a better solution to serve our customers? As we answer these questions, we help our clients reach their goals. We succeed by helping others succeed.” 

Research Affiliates
Model Portfolios

Our suite of model portfolios uses a robust, adaptive, and disciplined approach that is informed by decades of research and experience. We apply a systematic asset allocation process to a diversified roster of 16 liquid asset classes. The resulting allocations offer a starting point for well-crafted strategic positioning in client portfolios.

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MODEL PORTFOLIOS GUIDE

  • 25 years of performance history
  • Current allocations and positioning
  • Historical statistics and scenarios 
  • Investment process
  • 25+ mutual fund and ETF tickers 

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Campbell Harvey, Partner and Senior Advisor, speaks at the Research Affiliates Advisor Symposium in 2019. 

Campbell Harvey, Partner and Senior Advisor, speaks at the Research Affiliates Advisor Symposium in 2019. 

Education

Our long history of providing investor tools and sharing actionable insights allows advisors to communicate long-horizon academic concepts, maximize the value of advice, and focus on what matters in the midst of the market’s constant noise and stimulation.

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Interactive Tools

View long-term expected returns and volatilities for 130 core asset classes.

Which factors have the highest return prospects or lowest transaction costs?

Timely Insights

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Advisor Essentials

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Our Advisor Team

Brent Leadbetter
Partner, Head of Multi-Asset Solution Distribution
leadbetter@rallc.com

Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Michigan, Minnesota, Montana, Nebraska, Nevada, North Dakota, Ohio, Oregon, South Dakota, Washington, Wyoming

Brandon Kunz
Partner, Head of Equity Solution Distribution
kunz@rallc.com

Alabama, Arkansas, Connecticut, Delaware, Florida, Kentucky, Lousiana, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Massachusetts, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, West Virginia, Vermont, Virginia

Past performance is no guarantee of future performance and does not represent actual performance of an investment product based on the index. References to indexes and benchmarks are hypothetical illustrations of aggregate returns and do not reflect the performance of any actual investment. Investors cannot invest directly in an index. Index performance does not reflect the deduction of advisor fees, trading expenses, or other costs. Models shown are intended for investment professionals only and not the retail public. Your use of this information does not create an investment advisory, fiduciary, or professional services relationship between you and Research Affiliates, LLC. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information. Research Affiliates, LLC, is not a broker-dealer and does not effect transactions in securities. More information regarding our methodology and reference index benchmarks is available upon request.