Research Affiliates, LLC
Insights
RA PublicationsJournal & Working PapersCIO InsightsCapital Market InsightsMultimediaExplore Smart BetaESG Investing
Solutions
Tools
Asset Allocation InteractiveAAI Hub
How to Invest
Mutual Funds & ETFsInstitutional, SMAs, and Commingled
Our Company
About UsOur TeamCareersTechnologyContact UsIn the News
Search
Insights
Publications
Journal Papers
CIO Insights
Capital Market Insights
RA Multimedia
Explore Smart Beta
ESG Investing
Solutions
Tools
Asset Allocation Interactive
AAI Hub
How to Invest
Mutual Funds & ETFs
Institutional, SMAs, and Commingled
Our Company
About Us
Our Team
Careers
Technology
Contact Us
In the News
Regions
Global
UK/Europe
© 2026 Research Affiliates, LLC. All Rights Reserved.
Privacy PolicyDisclosures & DisclaimersTerms of Use

Find an Institutional, SMA, or Commingled Fund based on a Research Affiliates Strategy

For general institutional inquiries 

Email: institutional@rallc.com

US: 949.325.8901 

UK: 44 (0) 203 929 9882

Research Affiliates strategies are available via an array of standard and custom solutions including: 
 

  • Separately Managed Accounts
  • Exchange-Traded Products
  • Institutional Commingled Funds
  • Indices for derivative or in-house implementation 

 

ACROSS: 
 

  • Long-only equity
  • Long-short equity
  • Multi-asset targeted vol
  • Etc.

Available Strategies

  • RAFI Fundamental Index
  • RAFI Dynamic Multi-Factor
  • RAFI Multi-Factor
  • RAFI ESG
  • RAFI Low Volatility
  • RAFI Bonds
  • All Asset
  • RAE Value
  • Opportunities

Contact Our Team Directly 

 

With an average of 13 years of diverse experience across asset managers, asset owners, consultant firms, and index providers—our team of specialists works closely with institutional clients to find the most appropriate investment solution.

north america
Shaun Patel
Shaun Patel
patel@rallc.com
Northeast
Midwest
South
Canada
Jeff Wilson
Jeff Wilson
wilson@rallc.com
West
Midwest
europe
Shaun Patel
Shaun Patel
patel@rallc.com
UK
Europe
Matt Lundberg
Matt Lundberg
lundberg@rallc.com
UK
Europe
global
Jeff Wilson
Jeff Wilson
wilson@rallc.com
South America
Middle East
Find a Mutual Fund or ETF

*Disclaimer: The information provided using this website is only intended to be general summary information to the investing public. By providing through our website a summary list of the names of or links to organizations that may offer investors access to our strategies, Research Affiliates, LLC in no way markets, promotes, offers, recommends, endorses or prefers any provider or any of their related investment products and does not make any representation regarding the advisability or suitability of investing in any investment fund or other investment product or vehicle. Your use of this website and its information does not create an investment advisory, fiduciary, or professional services relationship between you and Research Affiliates, LLC.  Moreover, the past performance of any investment fund or product should not be construed as an indicator of future performance. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information. Although you are afforded the ability to share the information provided herein with others, Research Affiliates, LLC is not responsible for determining your investor classification or the advisability or suitability of the information for any investor type. Research Affiliates, LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee in the limited capacities as either a licensor of intellectual property or a sub-adviser to an investment adviser.  Research Affiliates, LLC is not a broker-dealer and does not effect transactions in securities.