The Research Affiliates ("RA") GTAA strategy uses the firm’s proprietary models to allocate investment funds among a universe of asset classes based on current and forecasted economic conditions. Unlike traditional tactical asset allocation strategies that consider only stocks and bonds, RA’s GTAA strategies allocates funds across a breadth of alternative asset classes including emerging market debt, global bonds, commodities, and international equities. Robert Arnott and RA are well recognized in the investment management industry for their expertise in GTAA.

RA is the sub-advisor to the first mutual fund of mutual funds to apply GTAA to alternative asset classes. The recent launch of this fund satisfied an unmet need in the marketplace and has resulted in the fund garnering over $15 billion in assets in almost three years. Alternative asset classes employed include commodities, treasury inflation protected securities (TIPS), and emerging market debt. RA also implements GTAA strategies using derivatives including futures and forwards.