DATA AS OF: 12-31-2019
Research
Index Strategies
FUNDAMENTAL INDEX STRATEGIES
RAFI FundamentalRAFI Fundamental High LiquidityRAFI Fundamental Select Index SeriesFUNDAMENTAL GROWTH INDEX STRATEGIES
RAFI Fundamental GrowthMULTI-FACTOR INDEX STRATEGIES
RAFI Dynamic Multi-FactorRAFI Multi-FactorESG INDEX STRATEGIES
RAFI ESGCLIMATE INDEX STRATEGIES
RAFI Fundamental Reduced Carbon Pathway RAFI Fundamental Carbon NeutralRAFI Fundamental Low Carbon TransitionRAFI Multi-Factor Climate TransitionCAP-WEIGHTED INDEX STRATEGIES
(RACWI) Research Affiliates Cap-WeightedDELETIONS INDEX STRATEGIES
Research Affiliates DeletionsMULTI-ASSET INDEX STRATEGIES
Research Affiliates Global Multi-AssetINDEX STRATEGIES
Regions
AT A GLANCE
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REGIONS THAT WORKED:
8 of 8
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
3 of 3
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
AT A GLANCE
<< Home
DATA AS OF: 12-31-2019
REGIONS THAT WORKED:
8 of 8
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
3 of 3
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
REGIONS THAT WORKED:
5 of 5
Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 12/31/2019. Each index's simulated performance is compared against its region's market cap benchmark beginning: 6/2002 (Global & EM), 6/1968 (US & US Small), and 6/1989 (Dev, DevxUS, Eur, & UK)
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