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


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 Low Volatility
RAFI Bonds


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

RAE Low Volatility
RAE Fundamental Advantage
RAE Long Short
RAE Income


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