Advisors

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 over 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.

POSITIONING &
FORECASTS (.XLS)

  • Current allocations and positioning
  • 25+ mutual fund and ETF tickers 
  • 10-year expected return forecasts

QUARTERLY GUIDE (.PDF)

  • 25 years of performance history
  • Historical statistics and scenarios 
  • Investment process

*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.

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2021 ESG Survey Report

What ESG theme is most important to clients? What size allocation do adopters make to ESG investing in their managed portfolios? Do adopters prefer active or passive ESG investing strategies? How important is ESG investing to the value proposition advisors and wealth managers offer their clients? Get the answers to these questions and more in the 2021 Research Affiliates ESG Survey Report of financial advisors and wealth managers. 

ESG Investing at Research Affiliates

How to invest in RAFI ESG Strategies

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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Expected returns & volatilities

140+ assets over 40+ countries

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Timely Insights

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