Founder and Chairman
“We look at investment problems with a fresh eye. Where is conventional wisdom ignoring the lessons of history? Where does it lead investors astray? Where is ‘best practice’ missing the mark? Can we create a better solution to serve our customers? As we answer these questions, we help our clients reach their goals. We succeed by helping others succeed.”
Founder and Chairman
“We know that replicating others’ ideas is an assured path to average returns. Instead, we ask a few questions to explore investments from a different perspective. Where is conventional wisdom ignoring the lessons of history? Where does it lead investors astray? Where is ‘best practice’ missing the mark? Can we create a better solution to serve our customers? As we answer these questions, we help our clients reach their goals. We succeed by helping others succeed.”
"Achieving our mission of transforming the global investment community for the benefit of investors requires courage, conviction, and commitment to consistently advocate for better investor outcomes and challenge conventional beliefs. We are our people, and our people strive to significantly and positively impact investors’ ability to build wealth over the long term through both insights and strategies. "
CEO & CIO
“We study capital markets to learn about historically reliable sources of investment returns. Publishing our research and educating investors are worthwhile activities on their own, but also invite others to challenge our ideas. Publicly debating our research findings is essential to deepening our knowledge. Ultimately, we apply our insights using 21st century technology to create simple, transparent, low cost investment strategies that deliver more of the available returns to end investors."
*Models shown are intended for investment professionals only and not the retail public. Your use of this information does not create an investment advisory, fiduciary, or professional services relationship between you and Research Affiliates, LLC. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information.
What ESG theme is most important to clients? What size allocation do adopters make to ESG investing in their managed portfolios? Do adopters prefer active or passive ESG investing strategies? How important is ESG investing to the value proposition advisors and wealth managers offer their clients? Get the answers to these questions and more in the 2021 Research Affiliates ESG Survey Report of financial advisors and wealth managers.