Transforming the Global Investment Community for the Benefit of Investors
We are guided by our north star of creating value for investors over a long-term horizon through replicable sources of excess return.
Research Affiliates is a globally recognized investment advisor. Our firm was founded in 2002 with a mission to challenge conventional wisdom and revolutionize the investment community for the benefit of investors through innovative research and product development.
We provide industry-leading smart beta and enhanced indexing, quantitative active equity, and multi-asset products. Our products are built based on our belief that because market prices are not perfectly efficient, systematic investment strategies provide opportunity for improved investment performance.
Partnering with some of the world's largest investment managers, we deliver mutual funds, ETFs, commingled funds, and separately managed account solutions. As of September 30, 2024, the firm has over $156 billion in assets using strategies developed by Research Affiliates.
Our Mission & Values
Research Affiliates aspires to be a leading source of insights and products
transforming the global investment community for the benefit of investors.
Authenticity
We reveal our intentions, speak candidly, and honor our word.
Curiosity
We emphasize learning, seek feedback, and welcome independent views.
Collaboration
We create shared success by partnering with colleagues and clients.
Responsibility
We own our actions and solve problems.
Our Investment Beliefs
Prices predictably vary around reasonable estimates of fair value because investor preferences are broader than expected return and risk.
Value investing provides a persistent opportunity because agency constraints inhibit many investors from exploiting long horizon signals.
Short-horizon signals are often crowded trades.
Systematic investment strategies, based upon theory and supported by empirical evidence, provide opportunity for improved outcomes for most investors.
