• 1
  • 1

Smart Beta Knowledge Center

Brought to you by

"If we extrapolate the investor returns gap to smart beta strategies, poor client timing will completely negate the potential for positive excess returns."

"The client service model for smart beta strategies needs to be radically different from other types of strategies to produce better investor outcomes."

JOHN WEST, JASON HSU
The Biggest Failure in Investment Management:
How Smart Beta Can Make It Better or Worse

Smart Beta Interactive

Get information on 8 factors and 28 smart beta strategies, including past performance history, relative valuations, estimates of prospective alpha, and liquidity and risk attributions as well as other implementation characteristics.

Go to Smart Beta Interactive
Forecasting Smart Beta and Factors: History Is Worse than Useless
  Smart Beta Methodology
FAQ Library

Access everything you need to know about the RAFI Indices strategies. Find answers to your questions on general business topics, in-depth methodology, performance, implementation characteristics, and the research that supports each strategy.

Client/Partner Login (Request Client Access)
Go to FAQs Library
What is the RAFI Fundamental Index Methodology?
What is the largest risk in factor investing?

 

Attribution Summary

View the most recent quarterly attributions by sector and region for the RAFI Fundamental Index Series and the RAFI Multi-Factor Index Series.

RAFI Fundamental Indices
RAFI Multi-Factor Indices
Insights

Check out the latest trends and insights on RAFI strategies and performance. Read articles and watch webinars to help you in your investment journey.

Article: Standing Alone Against the Crowd
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