Research Affiliates:
A Leading Developer of Innovative Investment Management Products
Recently Released!!!
Date Published: January 30, 2023
Summary PowerPoint Deck: 25 Slides
Reference PowerPoint Deck: 132 Slides
Research Affiliates was founded by Rob Arnott & Jason Hsu in 2002 and is based in Newport Beach, CA. The firm has two offices, 107 employees, and $132 billion assets under advisory & licensing. Research Affiliates is led by its Chairman Rob Arnott & CEO Chris Brightman. Research Affiliates is privately owned. Its web site can be found at www.researchaffiliates.com.
This research addresses the key historical phases of Research Affiliates, including:
- Research Phase
- Product Launch Phase
- Success Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, and assets under advisory & licensing.
Its profile includes detailed outlines of its core businesses, including:
- Research
- Indexes
- Open-End Mutual Funds & Exchange Traded Funds (ETFs)
And its profile concludes with the highlights of its organizational structure & ownership.

Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:




Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2026-2027. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
