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About RAFI Indices

RAFI Indices, LLC is the global index company of Research Affiliates with over 50 live strategies worldwide. The company constructs, publishes, and licenses indices based on Research Affiliates insights and strategies from award-winning research.

Our Purpose

Our purpose is to profoundly impact the global investment community through our insights, strategies and indices. We approach index construction from the perspective of investors guided by clear investment beliefs and an academic understanding of the forces that drive capital market returns.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leaders in Smart Beta Since 2004

Since launching the RAFI Fundamental Index in 2004, Research Affiliates has been a pioneer in the field of smart beta and factor investing.

In the 15 years since, the firm has continued to innovate and expand its offerings with new insights, tools and investment strategies.

Today 2004 RAFI Launched Research Affiliates launches the first Fundamental Index™ fund. 2008 The Fundamental Index Book Rob Arnott, Jason Hsu and John West publish The Fundamental Index, a better way to invest. 2013 Journal Article The Surprising Alpha From Malkiel’s Monkey , winner of the 2014 Bernstein Fabozzi/Jacobs Levy Award, is published in the Journal of Portfolio Management. 2016 RAFI Indices Research Affiliates establishes RAFI Indices. 2018 RAFI ESG Index and RAFI Diversity & Governance Index are launched. 2005 Journal Article The award-winning article, Fundamental Indexation , published in Financial Analysts Journal. 2011 Research Affiliates Article Alternative Beta—The Third Choice compares seven leading alternative beta strategies. 2008 “Smart Beta” Label Emerges 2012 Journal Article The award-winning article, Rebalancing and the Value Effect , is published in the Journal of Portfolio Management. 2017 RAFI Multi-Factor Index is Launched. Smart Beta Interactive Tool is launched. 2004 2013 2010 2017 2007 2015
Today 2004 RAFI Launched Research Affiliates launches the first Fundamental Index™ fund. 2008 The Fundamental Index Book Rob Arnott, Jason Hsu and John West publish The Fundamental Index, a better way to invest. 2013 Journal Article The Surprising Alpha From Malkiel’s Monkey, winner of the 2014 Bernstein Fabozzi/Jacobs Levy Award, is published in the Journal of Portfolio Management. 2016 RAFI Indices Research Affiliates establishes RAFI Indices. 2018 RAFI ESG Index and RAFI Diversity & Governance Index are launched. 2005 Journal Article The award-winning article, Fundamental Indexation, published in Financial Analysts Journal. 2011 Research Affiliates Article Alternative Beta—The Third Choice compares seven leading alternative beta strategies. 2008 “Smart Beta” Label Emerges 2012 Journal Article The award-winning article, Rebalancing and the Value Effect, is published in the Journal of Portfolio Management. 2017 RAFI Multi-Factor Index is Launched. Smart Beta Interactive Tool is launched. 2004 2013 2017 2007 2010 2015
Partners with the Largest Asset Owners, Consultants, and Asset Managers Globally

Our network of partners includes some of the world’s leading financial institutions such as PIMCO, State Street Global Advisors, Jackson National, and Parametric. Our clients include asset owners, asset managers, consultants, wealth managers, and investment advisors around the world who rely on RAFI Indices to access Research Affiliates strategies.

The same team behind Research Affiliates is behind RAFI Indices

Our team of more than 80 employees, including over 45 investment professionals, is dedicated to translating academic findings into practical,
implementable investment strategies to improve risk-adjusted returns.

 

 

Meet Our Leadership Team

Rob Arnott

Partner,
Chairman of the Board

Katrina Sherrerd

Partner,
Chief Executive Officer

Chris Brightman

Partner,
Chief Investment Officer
Research Affiliates - John West Research Affiliates - John West

John West

Partner,
Head of Client Strategies

Vitali Kalesnilk

Partner,
Director of Research for Europe
Research Affiliates
Global Advisors (Europe) Limited

Feifei Li

Partner,
Head of Investment strategy
Research Affiliates - Mike Aked Research Affiliates - Mike Aked

Mike Aked

Partner,
Director of Research for Australia

Tzee Chow

Senior Vice President,
Head of Smart Beta

Jonathan Treussard

Partner,
Head of Product Management

Ari Polychronopoulos

Senior Vice President,
Product Management

LEARN MORE ABOUT THE TEAM
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