Dedicated to solving complex investment issues, Research Affiliates creates innovative strategies that respond to the current needs of the market. Research Affiliates offers proprietary solutions in the areas of active asset allocation, optimal portfolio construction, equity indexation, and enhanced equity indexation.
Over $43 billion in assets are managed using investment strategies developed by Research Affiliates.
Research Affiliates shares ideas and markets 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 also engages in strategic consulting assignments, working closely with a limited number of clients to provide leading-edge problem solving and innovative product development. Particularly expert in portfolio tax planning and optimal portfolio structuring, the firm identifies issues and implements solutions that address the challenges presented by the limited return opportunities in today’s investment markets.
Chairman Robert D. Arnott, a renowned innovator in investment theory and practice, founded Research Affiliates in Pasadena, California, in 2002.

