Home|

Legal|

Contact Us|

Sitemap|

Careers|

Advisor Site|

Search

The Funds

Performance Updates

IRC Reports to Unitholders

In The Media

Presentations

Partners

Forms and Documents

Current Pricing

print this page email to a colleague

Partners

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.


FTSE is an independent company jointly owned by The Financial Times and the London Stock Exchange. FTSE does not give financial advice to clients, which allows for the provision of truly objective market information.

FTSE Group (FTSE) is a world-leader in the creation and management of over 120,000 equity, bond and alternative asset class indices. With offices in London, Frankfurt, Hong Kong, Beijing, Boston, Shanghai, Madrid, Paris, New York, San Francisco, Sydney and Tokyo, FTSE Group works with partners and clients in 77 countries worldwide.


State Street Trust Canada

With more than $700 billion in assets under custody and over $40 billion under management in Canada alone, State Street has been providing unrivaled service to the country's financial services community since establishing a presence in Toronto in 1990. Today, with more than 1,000 employees in offices located in Montreal, Toronto and Vancouver, State Street continues to lead the way in Canada by combining unwavering client focus, in-depth financial expertise and leading-edge technology to offer a wide array of products and services to the local investment community.