Research Affiliates ("RA") is a global leader in innovative investing and asset allocation strategies. Dedicated to solving complex investment issues, we create innovative strategies that respond to the current needs of the market.

Our competitive edge is the strength of our research and product development capability led by Robert Arnott and Jason Hsu, PhD. Arnott and Hsu are supported by a talented team of researchers, most of whom have advanced degrees from top-ranked schools and additional professional certifications such as the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. For the RA Team, success is defined by our ability to exceed client expectations in providing innovative, strong risk-adjusted return portfolios.

Leveraging its strong research focus, RA distributes products in partnership with some of the world’s leading financial institutions. These affiliations take the form of direct asset management, sub-advisory services, and licensing agreements.

RA was founded in 2002 by Robert D. Arnott, a renowned innovator in investment theory and practice. The firm is majority employee-owned and employs a team of over 40 dedicated professionals.

RA offers advisory services, sub-advisory services, and custom solutions to meet a client’s investment needs. Some of our ideas are offered through hedge fund products. These alternative investments differ from traditional investment vehicles like mutual funds because hedge funds operate under a differing regulatory environment, have differing incentive fees, and employ diverse instruments and unique strategies in the investment process.*

Almost $50 billion in assets are managed worldwide using investment strategies developed by RA.

RA operates worldwide from its base in California.

*Not all of our products are appropriate or available to all investors. Information on these products is only available to qualified purchasers who have completed the qualifying questionnaire and who meet specific financial prerequisites. Hedge fund products involve a high degree of risk and volatility and often use leverage and other speculative practices that may increase the risk of loss of the investment. These products are not required to be regularly priced, can be highly illiquid, and lack diversity. A secondary market for these products is not generally available and restrictions on transfers are strictly imposed.