RAFI Indices

RAFI Indices, LLC, is a wholly-owned subsidiary of Research Affiliates Global Holdings, LLC. RAFI Indices constructs, publishes, and licenses indices based on Research Affiliates insights and strategies.

Indices available for licensing:

  • RAFI™ Index Series
  • RAFI™ Multi-Factor Indices
  • RAFI™ Dynamic Multi-Factor Indices
  • RAFI™ Factor Indices


For Global Inquiries Call +1.949.325.8700 or Email: info@rafi.com

For EMEA Inquiries Call +44.2036.401770 or Email: info@rafi.com


A Smoother Path to Outperformance with Multi-Factor Smart Beta Investing

By Chris Brightman Vitali Kalesnik Feifei Li Joseph Shim

January 2017 | Read Time: 20 min

You can outperform the market with substantially lower relative risk by diversifying across simple smart beta strategies based on a half dozen robust factors. Dynamically rebalancing these factor-based smart betas significantly improves returns.

Disclaimer: RAFI Indices, LLC is a California limited liability company established in 2016 which is a wholly-owned subsidiary of Research Affiliates Global Holdings, LLC. RAFI Indices, LLC constructs, publishes, and licenses various indices and does not offer or provide investment advice or offer or sell any securities, commodities or derivative instruments or products. The content provided on this website is only informational and is not investment advice or any offer or sale of any investments. Any use of this content is subject to and evidence of the user’s acceptance of all important legal disclosures, disclaimers, terms of use and provisions found at https://www.researchaffiliates.com/en_us/about-us/legal.html, including the user’s complete release of liability for any use of the content, which may contain inaccuracies. In the event this website’s content is provided or modified by a third-party, RAFI Indices, LLC and its affiliated entities fully disclaim any responsibility or liability for such content. ©2017 RAFI Indices, LLC. All rights reserved.

RAFI Strategies


Fact Sheets

Rule Books

Strategy Performance Summaries

These documents are intended to both review and frame performance in light of the core principles of the strategy. As of 06/30/2017.