Research Affiliates, LLC strives to be the preeminent source of value-adding innovative products for the global investment community.

We focus on research that results in superior investment products.

We distribute our products primarily via affiliations with some of the world’s leading institutions.

Overview

We are best known for our cutting-edge Fundamental Index® and Global Tactical Asset Allocation products:

Fundamental Index strategies use measures of company size, to set weights, avoiding the price drag inherent in capitalization-weighted indices. We have created separate equity and bond indexes.

GTAA strategies allocate funds toward asset classes with the greatest chance of appreciation and away from those most likely to lose value.

We have also developed research and strategies for absolute return, liability-matching, and tax-advantaged investing.

The Fundamental Index methodology works for bonds as well as stocks according to this Journal of Portfolio Management article by Arnott, Hsu, Li, and Shepherd.

A valuation-indifferent approach to REITs significantly outperforms traditional cap-weighted indexes, according to a Journal of Investing article by Hsu, Li, and Kalesnik.

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