• 1
  • 1
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, 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

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

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
footer logomark
© 2019 RAFI Indices, LLC. All Rights Reserved.

Cookies Disclaimer

The content provided on this website is informational, subject to change and is not investment advice or any offer or solicitation for the purchase or sale of investments.  Any use of this content is subject to and evidence of the user’s acceptance of all important legal disclosures, disclaimers, terms of use and provisions found at https://www.rafi.com/legal/legal, including the user’s complete release of liability for any use of the content, which may contain inaccuracies.

This site uses cookies on our website to distinguish you from other users of our website.  Our objective is to optimize your experience when you browse our website and to continually improve our site.  Consenting to the use of these conditions is not a condition of using the website, however, if you do not consent, you will be redirected to a static website with limited information.  Please select “Accept” if you consent to our use of cookies, pursuant to our Cookies Policy, during your visit to our website.  Otherwise, please select “Decline” if you do not consent to our use of cookies during your visit to our website.  A copy of our Cookies Policy can be found at https://www.rafi.com/legal/cookies-policy.

Decline ACCEPT

Disclaimer

You are now leaving the RAFI.com website. The following link may contain information concerning investments, products or other information. RAFI Indices, LLC is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment fund or other investment product or vehicle. Importantly, RAFI Indices, LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee in the limited capacities as a licensor of intellectual property. The material available on non-affiliated websites has been produced by entities that are not affiliated with RAFI Indices, LLC. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by RAFI Indices, LLC. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of RAFI Indices, LLC, which is not responsible for any inaccuracies or errors. THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.

Cancel Proceed