Smart Beta Knowledge Center

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"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.

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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.

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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: Surprise! Factor Betas Don't Deliver Factor Alphas
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