Investment Solutions
Trusted by investors around the world
For over 20 years, Research Affiliates has applied an analytically rigorous approach to equity and multi-asset investment solutions. Informed by innovative research and practical insights and supported by robust infrastructure, our disciplined approach seeks to deliver long-term value and meet the needs of investors in a constantly changing environment.
We partner with leading investment management firms to bring our research insights and strategies to market. Today more than 200 ETFs, mutual funds, commingled funds, and managed accounts use strategies developed by Research Affiliates.
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.
Our Solutions
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.
Our Solutions
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.
Our Solutions
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.
Our Solutions
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.
Our Solutions
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.
Our Solutions
