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.

2020RAFI MULTI-FACTOR CLIMATE TRANSITION INDEX IS LAUNCHED. 2018RAFI ESG INDEXAND RAFI DIVERSITY& GOVERNANCE INDEX ARE LAUNCHED. 2017RAFI MULTI-FACTOR INDEX IS LAUNCHED.SMART BETAINTERACTIVE TOOLIS LAUNCHED. 2016RAFI INDICES Research Affiliates establishes RAFI Indices. 2013JOURNAL 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. 2012JOURNAL ARTICLEThe award-winning article, Rebalancing and the ValueEffect, is published in the Journal of Portfolio Management. 2011RESEARCH AFFILIATES ARTICLEAlternative Beta—TheThird Choice compares seven leading alternative beta strategies. 2008“SMART BETA” LABEL EMERGES 2008THE FUNDAMENTAL INDEX BOOK Rob Arnott, Jason Hsu and John West publishThe Fundamental Index,a better way to invest. 2004RAFI LAUNCHEDResearch Affiliates launches the first Fundamental Index™ fund. 2005JOURNAL ARTICLEThe award-winning article, Fundamental Indexation, published in Financial Analysts Journal. Today 2019 2016 2013 2010 2007 2004
2020RAFI MULTI-FACTOR CLIMATE TRANSITION INDEX IS LAUNCHED. 2018RAFI ESG INDEXAND RAFI DIVERSITY& GOVERNANCE INDEX ARE LAUNCHED. 2017RAFI MULTI-FACTOR INDEX IS LAUNCHED.SMART BETAINTERACTIVE TOOLIS LAUNCHED. 2016RAFI INDICES Research Affiliates establishes RAFI Indices. 2013JOURNAL ARTICLE The Surprising Alpha FromMalkiel’s Monkey, winner of the 2014 Bernstein Fabozzi/Jacobs Levy Award, is published in the Journal of Portfolio Management. 2012JOURNAL ARTICLEThe award-winning article, Rebalancing and the ValueEffect, is published in the Journal of Portfolio Management. 2011RESEARCH AFFILIATES ARTICLEAlternative Beta—The ThirdChoice compares seven leading alternative beta strategies. 2008“SMART BETA” LABEL EMERGES 2008THE FUNDAMENTAL INDEX BOOK Rob Arnott, Jason Hsu and John West publishThe Fundamental Index,a better way to invest. 2005JOURNAL ARTICLEThe award-winning article, Fundamental Indexation, published in Financial Analysts Journal. 2004RAFI LAUNCHEDResearch Affiliates launches the first Fundamental Index™ fund. Today 2019 2016 2013 2010 2007 2004
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, 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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irish-life-logo
jackson-financial-logo
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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

Rob Arnott

Partner,
Chairman of the Board
Katy-Sherrerd

Katrina Sherrerd

Partner,
Chief Executive Officer
chris-brightman

Chris Brightman

Partner,
Chief Investment Officer
Research Affiliates - John West

John West

Partner,
Executive Office
Research Affiliates - Mike Aked

Mike Aked

Director of Research
for Australia
tzee-chow

Tzee Chow

Partner,
Equities
cam-harvey

Campbell Harvey

Partner,
Senior Advisor
vitali-kalesnik

Vitali Kalesnilk

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

Feifei Li

Partner,
Head of Equities
ari-polychronopoulos

Ari Polychronopoulos

Partner,
Product Manager and Head of ESG
jonathan-treussard

Jonathan Treussard

Partner,
Head of Product Management

LEARN MORE ABOUT THE TEAM
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