Smart Beta Knowledge Center

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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.


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.


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.