How to Invest - Institutional, SMAs & Commingled Funds

Find an Institutional, SMA, or Commingled Fund based on a Research Affiliates Strategy

For general institutional inquiries

Email: institutional@rallc.com

US: 949.325.8901

UK: 44 (0) 203 929 9882

Research Affiliates strategies are available via an array of standard and custom solutions including:

  • Separately Managed Accounts
  • Exchange-Traded Products
  • Institutional Commingled Funds
  • Indices for derivative or in-house implementation

ACROSS:

  • Long-only equity
  • Long-short equity
  • Multi-asset targeted vol
  • Etc.

Available Strategies

  • RAFI Fundamental Index
  • RAFI Dynamic Multi-Factor
  • RAFI Multi-Factor
  • RAFI ESG
  • RAFI Low Volatility
  • RAFI Bonds
  • All Asset
  • RAE
  • Value Opportunities

Contact Our Team Directly

With an average of 13 years of diverse experience across asset managers, asset owners, consultant firms, and index providers—our team of specialists works closely with institutional clients to find the most appropriate investment solution.

NORTH AMERICA

shaun-patel

Shaun Patel

patel@rallc.com

Northeast

Midwest

South

Canada

jeff-wilson

Jeff Wilson

wilson@rallc.com

West

Midwest

EUROPE

shaun-patel

Shaun Patel

patel@rallc.com

UK

Europe

matt-lundberg

Matt Lundberg

lundberg@rallc.com

UK

Europe

GLOBAL

jeff-wilson

Jeff Wilson

wilson@rallc.com

South America

Middle East

*Disclaimer: The information provided using this website is only intended to be general summary information to the investing public. By providing through our website a summary list of the names of or links to organizations that may offer investors access to our strategies, Research Affiliates, LLC in no way markets, promotes, offers, recommends, endorses or prefers any provider or any of their related investment products and does not make any representation regarding the advisability or suitability of investing in any investment fund or other investment product or vehicle. Your use of this website and its information does not create an investment advisory, fiduciary, or professional services relationship between you and Research Affiliates, LLC.  Moreover, the past performance of any investment fund or product should not be construed as an indicator of future performance. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information. Although you are afforded the ability to share the information provided herein with others, Research Affiliates, LLC is not responsible for determining your investor classification or the advisability or suitability of the information for any investor type. Research Affiliates, LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee in the limited capacities as either a licensor of intellectual property or a sub-adviser to an investment adviser.  Research Affiliates, LLC is not a broker-dealer and does not effect transactions in securities.