Research Affiliates
Overview
Research Affiliates is a global investment management firm specializing in innovative indexing and asset allocation strategies. Founded in 2002 and headquartered in Newport Beach, California, the firm offers a range of investment solutions, including smart beta and enhanced indexing, quantitative active equity, and multi-asset products. Their strategies are built on the belief that market prices are not perfectly efficient, providing opportunities for improved investment performance through systematic investment approaches. The firm's investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. They 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 is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors. Their culture emphasizes authenticity, curiosity, collaboration, and responsibility, aiming to have a profound impact on the global investment community through their insights and products.
Investment Focus
- Accredited investors only
- Subject to regulatory approvals
Portfolio Companies
Reach Research Affiliates directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Research Affiliates
What sectors does Research Affiliates invest in?
Research Affiliates invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Newport Beach, United States. Research Affiliates is listed as a institutional investor in the ConnectSafely investor database.
What stage does Research Affiliates invest at?
Research Affiliates backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 1B.
Which regions does Research Affiliates invest in?
Research Affiliates invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Research Affiliates?
Team members listed for Research Affiliates include Jim Masturzo (Partner, Chief Investment Officer) and Daniel Harkins (Chief legal & Compliance Officer).
What companies has Research Affiliates invested in?
Research Affiliates's portfolio includes BlackRock, Fidelity Investments, Goldman Sachs Asset Management, Franklin Templeton, State Street Global Advisors, Schroders, Wellington Management and Dimensional Fund Advisors.
How do I contact Research Affiliates?
Research Affiliates's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
