Research Affiliates:
A Leading Developer of Innovative Investment Management Products

Recently Released!!!
Date Published: January 30, 2023
Summary PowerPoint Deck: 24 Slides
Reference PowerPoint Deck: 131 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

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 company, 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.

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