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Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we aspire to be a leading source of insights and products transforming the global investment community. Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. *Our strategies may not be available to all investors. Please read these disclosures concurrent with all postings: https://www.researchaffiliates.com/en_us/legal/disclosures.html#disclosures.

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Research Affiliates Questions

The Research Affiliates annual revenue was $25.4 million in 2024.

Katrina Sherrerd is the Partner and Vice Chair of Research Affiliates.

123 people are employed at Research Affiliates.

Research Affiliates is based in Newport Beach, California.

The NAICS codes for Research Affiliates are [5259, 52591, 525, 52].

The SIC codes for Research Affiliates are [672, 67].

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