Legal | RAFI Indices

RAFI Indices, LLC is a California limited liability company which is a wholly-owned subsidiary of Research Affiliates Global Holdings, LLC. RAFI Indices, LLC constructs and publishes various indices and does not offer or provide investment advice or offer or sell any securities, commodities or derivative instruments or products. Any such business may only be conducted through registered or licensed entities and individuals permitted to do so within the respective jurisdiction and only in conjunction with the legally required disclosure documents and subject to the all legally required regulatory filings.

The RAFI trademark is used under license by RAFI Indices, LLC. The RAFI Indices, LLC corporate name and all related logos are the exclusive intellectual property of RAFI Indices, LLC.

RAFI Indices, LLC, its affiliates, agents, and each of their respective officers, directors, employees, agents, representatives and licensors (collectively “RI”) shall not be liable to any third party for any loss or damage, direct, indirect or consequential, arising from or related to (i) any inaccuracy or incompleteness in, errors or omissions in the website content or (ii) any decision made or action taken by any third party in reliance upon such content. RI does not make any warranties, express or implied, to anyone regarding the website content, including, without limitation, any warranties with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for a particular purpose or any warranties as to the results to be obtained by any third-party in connection with the use of the content. RI shall not be liable to anyone for loss of business revenues, lost profits or any indirect, consequential, special or similar damages whatsoever, whether in contract, tort or otherwise, even if advised of the possibility of such damages.

The website content displayed is for information purposes only. This material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor is it advice or a recommendation to enter into any transaction. Any offer to sell or a solicitation of an offer to buy or sell shall be made solely by the legally permitted entity registered or licensed with the applicable regulator(s) and only to qualified investors through a regulatory registration statement or subject to an applicable exemption and disclosure document such as a private placement memorandum for pooled investment vehicles, or investment management agreement for separately managed accounts. The information contained herein should not be construed as financial or investment advice on any subject matter. RI does not warrant the accuracy of the information provided herein, either expressed or implied, for any particular purpose.

The index data published herein may be simulated and in such instances, no allowance has been made for trading costs, management fees, or other costs, are not indicative of any specific investment, are unmanaged and cannot be invested in directly. Past performance, including simulated performance, is no guarantee of future performance and actual index results may differ. Any information and data pertaining to an index contained in this document relate only to the index itself and not to any asset management product based on the index.

Investors should be aware of the risks associated with data sources and quantitative processes used in the creation of the index related data. Errors may exist in data acquired from third party vendors, the construction of indices, and in coding related to the index construction process. While RI takes steps to identify data and process errors so as to minimize the potential impact of such errors on index performance, they cannot guarantee that such errors will not occur.

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