About RAFI Indices

RAFI Indices, LLC, is the global index company of Research Affiliates with over 55 live strategies, worldwide. We approach index construction from an investor's perspective. We are guided by our core investment beliefs and an academically rigorous understanding of the forces that drive capital market returns.

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

2020 RAFI MULTI- FACTOR CLIMATE TRANSITION INDEX IS LAUNCHED. 2022 RESEARCH AFFILIATES 20 TH ANNIVERSARY 2018 RAFI ESG INDEX IS LAUNCHED. 2021 Reports of Value’s Death May Be Greatly Exaggerated RAFI FUNDAMENTAL REDUCED CARBON PATHWAY INDICES IS LAUNCHED. 2017 RAFI MULTI-FACTOR INDEX IS LAUNCHED. SMART BETA INTERACTIVE TOOL IS LAUNCHED. 2016 RAFI INDICES Research Affiliates establishes RAFI Indices, LLC. 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. 2012 JOURNAL ARTICLE The award-winning article Rebalancing and the Value Effect is published in the Journal of Portfolio Management. 2011 RESEARCH AFFILIATES ARTICLE Alternative Beta—The Third Choice compares seven leading alternative beta strategies. 2008 “SMART BETA” LABEL EMERGES 2008 THE FUNDAMENTAL INDEX BOOK Rob Arnott, Jason Hsu, and John West publish The Fundamental Index: A Better Way to Invest . 2004 RAFI LAUNCHED Research Affiliates launches the first Fundamental Index™ fund. 2005 JOURNAL ARTICLE The award-winning article Fundamental Indexation is published in Financial Analysts Journal. 2004 2008 2012 2016 2020 Today
2020 RAFI MULTI-FACTOR CLIMATE TRANSITION INDEX IS LAUNCHED. 2022 RESEARCH AFFILIATES 20 TH ANNIVERSARY 2018 RAFI ESG INDEX IS LAUNCHED. 2021 Reports of Value’s Death May Be Greatly Exaggerated RAFI FUNDAMENTAL REDUCED CARBON PATHWAY INDICES IS LAUNCHED. 2017 RAFI MULTI-FACTOR INDEX IS LAUNCHED. SMART BETA INTERACTIVE TOOL IS LAUNCHED. 2016 RAFI INDICES Research Affiliates establishes RAFI Indices, LLC. 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. 2012 JOURNAL ARTICLE The award-winning article Rebalancing and the Value Effect is published in the Journal of Portfolio Management. 2011 RESEARCH AFFILIATES ARTICLE Alternative Beta—The Third Choice compares seven leading alternative beta strategies. 2008 “SMART BETA” LABEL EMERGES 2008 THE FUNDAMENTAL INDEX BOOK Rob Arnott, Jason Hsu, and John West publish The Fundamental Index: A Better Way to Invest. 2005 JOURNAL ARTICLE The award-winning article Fundamental Indexation is published in Financial Analysts Journal. 2004 RAFI LAUNCHED Research Affiliates launches the first Fundamental Index™ fund. 2004 2008 2012 2016 2020 Today
We partner 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, Irish Life, Jackson National, Parametric, and State Street Global Advisors. 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.

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The same team behind Research Affiliates is behind RAFI Indices.

The investment professionals at Research Affiliates are dedicated to translating academic findings into practical,
implementable investment strategies to improve risk-adjusted returns.

 

 

Meet Our Leadership Team

rob-arnott

Rob Arnott

Partner,
Chair
Katy-Sherrerd

Katrina Sherrerd

Partner,
Vice Chair
chris-brightman

Chris Brightman

Partner,
Chief Executive Officer and
Chief Investment Officer
cam-harvey

Campbell Harvey

Partner,
Director of Research
reena-lalji

Reena Lalji

Partner, 
General Counsel
que-nguyen

Que Nguyen

Partner,
CIO, Equity Strategies
ari-polychronopoulos

Ari Polychronopoulos

Partner,
Head of Product Management and ESG

elaine-zane

Elaine Zane

Senior Vice President,
Chief Compliance Officer

LEARN MORE ABOUT THE TEAM
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