About Research Affiliates

Research Affiliates is a California-based investment house offering proprietary solutions in the areas of active asset allocation, optimal portfolio construction, equity indexation and enhanced equity indexation. The company was formed in 2002 by Robert Arnott, editor of the Financial Analysts Journal, and has US$22 billion in assets under management. The company’s panel of advisors includes luminaries in the field of finance and investment management such as Harry Markowitz, Nobel Prize winner and father of modern portfolio theory, Burton Malkiel, Jack Treynor and Peter Bernstein.

Research Affiliates has a strong worldwide reputation as a thought leader, especially as far as the innovative Research Affiliates Fundamental Index^® (RAFI^®) concept is concerned. The company shares these ideas and markets products in partnership with some of the world’s leading financial institutions such as PIMCO, Nomura Asset Management and Charles Schwab. These affiliations often take the form of licensing agreements, such as that now also entered into with Plexus Asset Management.