Strategies

Research Affiliates delivers insights through four distinct categories of investment strategy.

RAFI™

Smart beta strategies that break the link with price and implement contrarian rebalancing.

Seek long-term outperformance within a low-cost index chassis.

RAFI Multi-Factor
RAFI Fundamental Index™
RAFI ESG
RAFI Low Volatility™
RAFI Equity Income
RAFI Commodities
RAFI Bonds

RAE™

Systematic active equity strategies that aim to deliver superior risk-adjusted returns.

RAE Fundamental

RAE Low Volatility
RAE Fundamental Advantage
RAE Long Short
RAE Income

All Asset

Model-driven, contrarian global asset allocation (GTAA) strategy designed to capture asset class excess returns via tactical long-only exposures.

Managed to provide long-term real return, equity diversification, and inflation protection.

All Asset

All Asset All Authority

Global Macro

Absolute-return strategy that seeks to harvest alternative return premia through leveraged long-short exposures to liquid derivatives contracts.

Designed to generate attractive uncorrelated returns to stocks and bonds.

Research Affiliates Systematic Global Macro

How to Invest

Access our strategies through leading asset managers around the world.