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, LLC. 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 articleRebalancing 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 is 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, LLC. 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 is 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.

pimco-logo
irish-life-logo
jackson-financial-logo
parametric-logo
ssga-transparent-logo-23OCT2019

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, Head of Model Portfolios
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
footer logomark
© 2020 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