RAFI™ Fundamental 

RAFI strategies apply the pioneering Fundamental Index™ approach in aiming to deliver excess returns versus capitalization-weighted approaches. 

AT A GLANCE 

• Break the link between price and weight, using companies’ fundamental size as rebalancing anchors.
• Embed a buy-low, sell-high approach to systematically rebalance against the market’s shifting expectations.
• Thoughtfully designed and highly implementable, preserving the benefits of passive investing.

RAFI Multi-Factor

RAFI Multi-Factor strategies offer diversified factor exposures through allocations to value, low volatility, quality, momentum, and size.

AT A GLANCE 

• Use theoretically and empirically robust single-factor strategies.
• Diversify factor exposures in aiming to deliver a smoother ride.
• Implement rules-based and transparent index construction.

RAFI ESG

Our ESG and climate investing solutions seek to achieve the dual objectives of social responsibility and long-horizon outperformance.

AT A GLANCE 

• Innovative ESG solutions that allow investors to participate in positive environmental and societal impacts.
• Use proven smart beta approaches as a solid basis upon which to integrate ESG.
• Customizable to meet a variety of ESG objectives.

RAE™

RAE strategies are systematic active equity strategies designed to exploit market inefficiencies via active insights. 

AT A GLANCE 

• Systematic stock selection based on robust mix of value, quality, and momentum signals.
• Dynamic value exposure designed to capitalize on mean reversion.
• Thoughtful portfolio construction to optimize efficacy of proprietary signals while controlling for transaction costs.

All Asset

The All Asset strategies seek to deliver attractive real returns while remaining one-stop structural diversifiers to conventional stocks and bonds.

AT A GLANCE 

• Target long-term attractive real returns while maintaining an emphasis on diversifying and inflation-sensitive asset classes.
• Use a model-informed process that blends long-horizon return forecasts and short-horizon tactical models to exploit opportunities across asset classes.
• Allocate to a broad and diverse roster of actively managed PIMCO funds to add value within asset classes. 

Model Portfolios

Research Affiliates Model Portfolios seek to deliver long-term outperformance versus conventional stock/bond portfolios at various levels of risk tolerance.

AT A GLANCE 

• Target attractive excess returns versus conventional stock/bond portfolios while maintaining tolerable levels of tracking error.
• Employ a robust, adaptive, and disciplined allocation process to a diversified roster of liquid asset classes to deliver value-add across asset classes.
• Provide a recommended roster of partner ETFs and mutual funds created or subadvised by Research Affiliates to deliver value add within asset classes.